Agenda

Pathways to Success: Discovering Learnings at UBMAAA

1. Maximizing Revenue Streams

  • Diversifying Product Offerings

    Exploring additional insurance products beyond Medicare to meet client needs and increase revenue opportunities.

  • Strategic Pricing Strategies

    Understanding market dynamics and implementing pricing strategies that optimize profitability while remaining competitive.

  • Leveraging Referral Networks

    Building strong relationships with clients, healthcare professionals, and community organizations to generate consistent referrals.

2. Building Business Excellence

  • Customer-Centric Approach

    Putting clients first by delivering exceptional service, building trust, and fostering long-term relationships.

  • Streamlining Operations

    Implementing efficient processes and leveraging technology to streamline administrative tasks and improve productivity.

  • Compliance and Ethics

    Ensuring compliance with industry regulations and maintaining the highest ethical standards in all business dealings.

3. Investing for Financial Growth

  • Financial Planning Essentials

    Understanding the importance of financial planning and establishing clear financial goals for personal and professional growth.

  • Exploring Investment Opportunities

    Learning about different investment vehicles, such as stocks, bonds, real estate, and retirement accounts, and identifying opportunities for diversification.

  • Risk Management Strategies

    Mitigating risks and protecting assets through strategic asset allocation, insurance coverage, and contingency planning.

4. Lead Generation and Marketing Strategies

  • Harnessing the Power of Digital Marketing

    Utilizing social media, email marketing, and online advertising to reach and engage with potential clients effectively.

  • Networking and Relationship Building

    Leveraging networking events, industry conferences, and community outreach initiatives to expand your professional network and generate leads.

  • Content Marketing and Thought Leadership

    Establishing yourself as a trusted authority in the industry by creating valuable content, sharing insights, and addressing common concerns and questions.

Audience

Black Professionals in Insurance and Financial Services

Medicare Insurance Agents

Licensed agents in the Black community striving to broaden their client base and enhance revenue streams.

Insurance Brokers

Independent or agency-affiliated brokers interested in diversifying their portfolio with Medicare products.

Financial Advisors

Wealth managers specializing in retirement planning seeking to incorporate Medicare planning into their services.

Entrepreneurs in Insurance

Owners of insurance agencies or brokerage firms looking to grow their business and improve profitability.

Healthcare Professionals Transitioning to Insurance

Doctors, nurses, and medical administrators considering a career change to become Medicare insurance agents.

Insurance Industry Professionals

Underwriters, claims adjusters, and customer service representatives interested in sales roles or starting their own agencies.

Small Business Owners

Entrepreneurs wanting to offer Medicare insurance products as employee benefits or explore insurance sales as a new revenue stream.

Professionals in Financial Services

Bankers, accountants, and tax advisors aiming to expand services to include Medicare planning for clients.

Retirees

Retirees seeking opportunities to supplement income through part-time work as Medicare agents or consultants.

Community Leaders

Influential figures supporting economic empowerment initiatives and encouraging entrepreneurship within the Black community.

ubmaaa Sponsors

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Keynote Speakers

Salangi Legacy Banks

Salangi Legacy Banks

Founder of UBMAAA & COO of Bankable Equity

A proud United States Army Veteran, is not just a Business Motivator/Consultant, but also a Medicar...

Gerald Banks

Gerald Banks

CEO of Bankable Equity

Since 1998, Mr. Banks has been a steadfast presence in the insurance industry, earning accolades as ...

Darryl D. Davis

Darryl D. Davis

Computer Security

A seasoned professional in the field of computer security, with a passion for automation and simplif...

Chris Watson

Chris Watson

Estate Planner & Business Consultant.

Boasts over ten years of expertise as a certified estate planner and business consultant. Specializi...

Event Timeline

Feb 14-16, 2025 | Galleria, Houston, TX 77027

Arrival Day

Feb 13, 2025

1:00 PM - 6:00 PM

Meet and Greet

  • Registration

4:00 PM - 7:00 PM

Pool Party and Snacks

  • Enjoy a refreshing pool party with a variety of delicious snacks.
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Day 1

Feb 14, 2025

7:00 am - 4:00 Pm

Registration and Networking

9:30 am - 9:45 am

Opening Address

  • Introduction to UBMAAA's 1st Annual Conference
  • Welcome message from the organizers
  • Overview of the conference theme and objectives

9:45 am - 11:00 am

Session B – Business Plan

Speaker: Darryl D Davis

Topic: Leveraging AI and Machine Learning for Lead Generation

  • Strategies for automating lead generation processes
  • Case studies and success stories

11:15 am - 12:15 pm

Session C – Targeting the Aging Population

Topic: Developing marketing strategies to target the growing population of seniors eligible for Medicare coverage and tapping into this market for increased income.

11:15 am - 12:15 pm

Session D – Building Relationships with Referral Sources

Topic: Cultivating relationships with healthcare providers, senior centers, and other referral sources to generate leads and increase sales opportunities.

11:15 am - 12:15 pm

Session E – Expanding Service Offerings:

Topic: Diversifying income streams by offering additional services such as long-term care insurance, dental and vision plans and other ancillary products related to senior healthcare needs.

12:15 pm – 1:15 pm

LUNCH

1:15 pm – 2:30 pm

Session F – Specializing in Niche Markets

Topic: Identifying niche markets within the senior population, such as retirees with specific healthcare needs or underserved communities, and tailoring services to meet their needs.

1:15 pm – 2:30 pm

Session G – Embracing Technology

Topic: Focusing on delivering exceptional service and support to clients to build loyalty, generate referrals, and maintain a steady stream of income.

2:45 pm – 4:00 pm

Session H – Providing Exceptional Customer Service

Topic: Harnessing technology tools such as CRM systems, online marketing platforms, and teleconferencing tools to streamline operations, reach a broader audience, and increase efficiency.

2:45 pm – 4:00 pm

Session I – Networking with the Industry

Topic: Participating in industry events, conferences, and networking groups to connect with other professionals, exchange best practices, and uncover new business opportunitie

2:45 pm – 4:00 pm

Session J – Offering Educational Workshops

Topic: Hosting educational workshops and seminars on Medicare-related topics to position yourself as a trusted advisor and attract potential clients.

2:45 pm – 4:00 pm

Session K – Incorporating Social Media Marketing

Topic: Utilizing social media platforms to engage with seniors and caregivers, share valuable content, and promote services to drive leads and increase income.

4:15 pm – 6:00 pm

General Session

Day 2

Feb 15, 2025

9:00 am – 10:45 am

Session L – Expanding Geographic Reach

Topic: Exploring opportunities to expand your client baser beyond your local area by leveraging digital marketing and remote communication tools.

9:00 am – 10:45 am

Session M – Diversifying Marketing Channels

Topic: Experimenting with various marketing channels such as direct mail, email marketing, online advertising, and community outreach to reach different segments of the senior population.

9:00 am – 10:45 am

Session N – Partnering with Insurance Carriers

Topic: Building strategic partnerships and insurance carrier to access exclusive products, training resources, and marketing support to increase sales potential.

11:00 am – 12:15 pm

Session O - Offering Consultative Services

Topic: Providing personalized consultations and needs assessment to help clients navigate their Medicare options and select the most suitable coverage plans.

11:00 am – 12:15 pm

Session P - Investing in Professional Development

Topic: Investing in ongoing training and professional development opportunities to enhance your knowledge, skills, and credibility as a Medicare expert.

11:00 am – 12:15 pm

Session Q - Developing Cross-Selling Strategies

Topic: Identifying opportunities to cross-sell additional insurance products, such as life insurance or annuities, to existing Medicare clients to increase overall income per client.

12:15 pm – 1:15 pm

LUNCH

1:30 pm – 2:45pm

Session R – Creating Customized Medicare Education Materials

Topic: Developing personalized educational materials, such as brochures, guides, and videos, to educate clients about Medicare options and increase engagement and trust.

1:30 pm – 2:45pm

Session S – Hosting Webinars and Virtual Events

Topic: Organizing virtual events and webinars to reach a broader audience, educate prospects on Medicare options, and generate leads for potential sales opportunities.

1:30 pm – 2:45pm

Session T – Engaging in Community Outreach

Topic: Participating in community events, health fairs, and senior expos to raise awareness of your services, connect with potential clients, and generate leads for new business opportunities.

3:00 pm – 5:00 pm

General Session

Day 3 (Send Off)

Feb 16, 2025

9:00 AM - 12:00 PM

General session with guest speakers

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Conference Venue

2425 West Loop South 6th Floor, Houston, TX 77027

info@bankableequity.com

(281)408-0239

Hotels

Staybridge Suites Houston (Hosts)

2351 West Loop South Houston, TX 77027

1-877-238-8889

La Quinta Inn & Suites

1625 W Loop S, Houston, TX 77027

713-355-3440

Hotel Derek

2525 West Loop South, Houston, TX 77027

713-961-3000

Extended Stay America

2300 W Loop S, Houston, TX 77027

713-960-9660

The Royal Sonesta

2222 W Loop S, Houston, TX 77027

713-627-7600

Choose Your Pass

Day Pass

General Admission

$497

  • Breakfast-Lunch-Snacks Pass
  • Regular Seating
  • Breakout Sessions
  • Gift Bag
Purchase Day Pass

Weekend Pass

Friday - Saturday

$997

  • Breakfast-Lunch-Snacks Pass
  • Upgrade Seating
  • Breakout Sessions
  • Limited Edition Gifts
  • Access to Diamond Party
Purchase Weekend Pass

VIP Pass

All Weekend Pass Plus

$1,497

  • Everything From Weekend Pass
  • Invitation to Master Class - Medicare next level
  • Access to a Social Network Event Friday Night
Purchase VIP Pass