By AmeriLife Communications
On September 25, AmeriLife continued its community service tradition with the AmeriLife Day of Service, which encouraged employees nationwide to volunteer virtually or in person in their communities. The initiative reflects AmeriLife’s belief that empowering team members to make a difference close to home can extend the organization’s impact.
As part of the Day of Service, we held our third annual Putts for a Purpose Classic. Celebration Station hosted the event. Sponsors included Alvarez & Marsal, EnrollHere, Epic International, eSentire, SunFire and others. The turnout and participation from AmeriLife teams showed what we can accomplish when we bring our people, partners and purpose together.
AmeriLife of Hernando County hosted its second blood drive of the year with LifeSouth on Friday, October 2. For several years, the office has hosted two blood drives annually. This year, it added a giveaway table and neighboring business Cupcake Heaven gave each donor a card for a free cupcake.
This year, seven donors registered and one provided a double red-cell donation, bringing the total to eight units of donated blood. LifeSouth estimates that each blood donation can help save up to three lives. AmeriLife contributors included administrator Mishelle Bravo and Hernando County agents Jessica Favreau and Wendy Van Camp. Wendy’s husband, Jerry, also donated.
The company also honored Sonia Perez, USA Benefits Group Lead Medicare Specialist, as the newest Heart of AmeriLife honoree for her dedication and commitment to the values that shape the culture across the network. Her $250 grant from the AmeriLife Gives Back Foundation will support People Helping People in Hernando County, Spring Hill, Florida.
Leaders take on AI, trust and growth on Forbes Councils
AmeriLife leaders shared perspectives with Forbes Councils this month on AI, customer experience and operational excellence. Scotty Elliott, Chief Distribution Officer for Health, examined AI and regulated enrollment in “Medicare Enrollment May Be AI’s Next Major Test In Regulated Commerce,” exploring how AI can support licensed insurance agents without replacing their role in a heavily regulated marketplace.
William “Bill” DeCourcy, EVP of Marketing, made the case for value over sales in “Stop Selling: Why A Value-Driven Customer Experience Is The Only Rule Of Digital Transformation” and contributed Expert Panel quotes to “16 Ways To Strengthen Customer Relationships While Winning New Business,” “11 Ways Biz Dev Leaders Measure True Customer Loyalty,” and “How Business Development Leaders Can Create More Value With AI.”
Angela Palo, COO and co-owner of Pinnacle Financial Services, examined the hidden costs of inefficiency in “Operational Friction Is Quietly Slowing Your Growth.”
Changing industry conversations on InsuranceNewsNet
Louis Slagle, Senior Vice President at TruChoice Financial, reminded producers that ongoing client engagement remains essential in “Record IUL Sales Don’t Diminish the Need for Continued Customer Engagement.”
Angela Palo, Chief Operating Officer and co-owner of Pinnacle Financial Services, helped agents prepare for new AEP rules in “How to Prepare for New AEP Rules.”
Jay Thudium, Director of Product & Advanced Strategies at AmeriLife, explored annuities’ role in closing the retirement income gap in “How Annuities Address the Growing Income Gap.”
Sharing perspectives on NAIFA platforms
On NAIFA’s Medicare Collective blog, Lucas Vandenberg, CEO & Partner of PSM Brokerage, outlined how agents can lead with education on beneficiary confusion in “The Beneficiary Confusion Problem: How Licensed Insurance Agents Can Lead with Education and Still Support Enrollment Decisions.”
In NAIFA’s Advisor Today Magazine, Bill Levinson, Managing Partner of Levinson & Associates, challenged a persistent misconception in “The IUL Surrender Myth,” offering clarity for advisors evaluating indexed universal life.
Apathy to action in Aspire Magazine
In the September/October issue of Aspire Magazine, Bryan Keeven, President of Health Distribution, Product at AmeriLife, argued that advocacy, not just salesmanship, is key to owning the enrollment season in “The Advocacy Advantage: How to ‘Own’ the AEP Season.”
Joseph Orsini, President of Network Insurance Senior Health Division, stressed proactive outreach before enrollment begins in “Pre-AEP Prep: Calls You Don’t Make Are Lost Sales.”
Michael Rothman, Chief Distribution Officer at Succession Capital Alliance and Kristin Williams, JD, LLM, Executive Vice President at SCA, examined the post-sale risks that can undermine premium-financed strategies when infrastructure falls short in “Hidden Risk in Premium Financing: Subpar Infrastructure After the Sale.”
Key takeaways
- AmeriLife held its third annual Putts for a Purpose Classic at Celebration Station as part of its Day of Service, bringing together people, partners, and purpose with sponsors including Alvarez & Marsal, EnrollHere, Epic International, eSentire, and SunFire.
- AmeriLife of Hernando County hosted its second blood drive of the year with LifeSouth on October 2, collecting eight units of donated blood that could help save up to 24 lives based on LifeSouth’s estimate that each donation can help save up to three lives.
- AmeriLife leaders shared thought leadership across Forbes Councils, InsuranceNewsNet, NAIFA platforms, and Aspire Magazine on topics including AI in regulated enrollment, IUL sales, new AEP rules, annuities’ role in closing the retirement income gap, and the advocacy advantage for owning the enrollment season.
