Charleston LIVE Event


Take your business to the next level.


June 15th 9am-5pm and June 16th 9am to Noon




This is a very small, limited engagement event.
This event is hands-0n, and attendance will be very restricted.
First come, first served, no exceptions this time, sorry.


What you will discover at this event:

  • Starting the Prospect Phone Call

    The most important part of the sale conversion is what is said in the first 2 minutes. We will cover best practices to getting the prospect to fully engage and start building the trust necessary to help them through the Medicare process.

  • Sales Pitch

    With the proper delivery of the right script at the right time, the sales process becomes consistent. This eliminates stress because you know the same process every single time. This best-practice script delivery will be not only taught but demonstrated in the room in real time. Participants will have the opportunity to engage in the room with actual prospects to get real-time feedback.

  • How Automation Can Help Your Business

    You will discover how a Customer Relationship Manager (CRM) can increase your lead follow-up effectiveness. This will bring down your cost-per-acquisition of each new client and make sure that no prospect falls through the cracks. We will have LIVE demonstrations and best practices on lead-to-CRM integration and walk through effective follow-up practices.

Event Presenters

Chris Westfall

Chris Westfall

Client Acquisition Expert

Chris got a late start in insurance, as he thought his life’s mission was changing the world through law enforcement.

In 2008 he started focusing on Medicare Supplements and has built a $1.5 million+ annual residual income with his personal renewals.

When he started selling Medicare Supplements over the phone, only one company had an electronic application. All the rest were PDF‘s and Chris created a way to turn those PDF’s into electronic applications. He was asked to share this idea with many different agencies and thus began his dual role of helping other agents to succeed by selling online.

In 2014, after a move to Charleston, SC from Florida, Chris has four assistants and writes a consistent 80 to 100 policies each month during the off-season.

Chris now runs an online community of more than 3,000 Medicare agents at

Yevgeniy "Eugene" Marchenko

Yevgeniy "Eugene" Marchenko

Cold Calling Expert

Eugene was born in the Ukraine and came to the United States at a very young age. He found early success in sales in the banking world and was challenged by someone at his church to come check out the insurance arena.

He then became the manager at the captive organization and was called upon, frequently, at their annual conventions to be a keynote speaker in the area of prospecting and presentation delivery.

In 2015, after much prodding and encouragement from a neighbor in the next office over, (Chris Westfall), he went independent and shifted his focus from in-person sales to excusively selling over the phone. He then began outsourcing the cold calling and grew his client acquisition effectiveness ten-fold.

Eugene runs an agency in Columbia, SC and has three children and two office assistants.

Event Details:


We will be starting at 8am and running until 5pm on both Thursday (June 15th) and 8am to 12pm on Friday (June 16th).
Thursday will be solely devoted to the prospecting process, cold calling for lead generation, the implementation of telemarketers, CRM best practices, and hands-on demonstrations of each of these.

Friday will include content specific to your online presence and best practices to make sure you are found online and how to deliver your presentation using technology, should you choose to do so.

WHAT will be covered?


Cold Calling

Best methods to get a qualified prospect on the phone using technology.


Getting YOU off of the prospecting call as soon as possible so that you can focus on the second and third steps while someone else does the cold call heavy lifting for you.

Sales Mastery

Delivering your presentation consistently every single time for maximum effectiveness.

Follow Up

How to NOT lose prospects through the cracks by implementing a consistent follow-up sequence.

Cross-Selling Success

With the effective and consistent use of cross-selling, you will find that this is the easiest way to get your client acquisition costs paid for. If you sell an extra plan to even one out of four clients, you have eliminated, fully, your lead costs while you are still writing Medicare Supplement business.

WHERE is the event?

The event will be held at the Courtyard by Marriott, at 1251 Woodland Avenue in Mount Pleasant, South Carolina. This is just across the beautiful bridge from Charleston, SC. The hotel has a discounted block of rooms for $144 per night.
They can be reached by phone at 843-284-0900 and mention that you are with the MedicareAgentTraining group.

With Charleston’s rich history, impeccably landscaped gardens, and stunning waterfront views, it’s no wonder travelers ranked the city the best city in America.

Things To Do In Charleston Top 10 Best:

1. South Carolina Aquarium
The Aquarium boasts they are Charleston’s most visited attraction. And why not?! Kids and adults alike will be amazed at all the animals and history throughout. It’s a great place to view the harbor too. Check out their new Albino Alligator Exhibit or even pet the stingrays! Too much to share here, you need to check it out yourself.

100 Aquarium Wharf
Charleston, SC 29401

2. The Battery/ White Point Gardens
The Battery is located at the southern most tip of the Charleston Peninsula, where Murray Blvd. and East Battery (East Bay) Street meet. Part of The Battery is White Point Gardens and collectively they are the landmark that helps to define Charleston. If you don’t have time to walk it, I highly recommend a leisurely drive-by to view the impressive mansion architecture and glorious oak trees! My first recommendation though would be to walk the park to indulge in the 18th century cannons, historical statues, picturesque gazebo and a perfect view of Fort Sumter in the harbor. In my book, your visit to Charleston is not complete without heading down to the Battery! Catch Rainbow Row on East Bay st. on your way there.

At Murray Blvd and East Battery (continuation of East Bay St.)
Charleston, SC

3. Old City Market
The Market is consistently on our Things To Do In Charleston Top 10 Best list! A must see!
Dating back to 1841, Market Street features independent merchants selling their wares in an open air setting, including Gullah ladies weaving the ever famous sweetgrass baskets. The street is also lined with specialty shops and restaurants.

Market Street between Meeting and East Bay Streets
Charleston, SC 29401

Open M-Su, times vary by season and merchant

4. SpiritLine Dinner Cruise
Nothing beats a three hour evening cruise on the water! Especially when it comes with a multi-course dinner, live music and exceptional views of the Charleston Harbor!

360 Concord St # 201
Charleston, SC 29401-6305

5. Middleton Place
Dating back to c. 1741, Middleton is a National Historic Landmark with an Inn, restaurant, America’s oldest landscaped Gardens and Stableyard demonstrations of life in the 18th century. The magnitude of this plantation is awe-inspiring!

4300 Ashley River Road
Charleston, SC 29414
843-556-6020 or 800-782-3608

Open daily 9am – 5pm except Christmas. Adults $25, children 7-15 $5, under 7 yrs free.

6. Rainbow Row
This section on East Bay Street, built between the 1720’s-1790’s, was considered the ‘slum’ area of Charleston after the Civil War. It was renovated in the early 1900’s and given Caribbean colors that are still seen today. This stretch of East Bay Street has been dubbed ‘Rainbow Row’ and has become a familiar ‘face’ of Charleston.

99-101 East Bay Street

7. Children’s Museum
A great place for toddlers and kids of all ages! With eight interactive exhibits, children get hands on experience in the arts and sciences along with exploring creative thinking and problem solving.

25 Ann Street
Charleston, SC 29403

Open Tues-Sat 10am – 5pm, Sun 1pm – 5pm. Adults and Children $7, under 1 yr free, members free.

8. King Street Shopping District
The most famous shopping area of Charleston is located between Broad and Spring Streets. Sprinkled throughout are great bars & restaurants in case you need a little ‘sit down’ between your sprees! This vibrant area is divided into three known sections:

Lower King Street District
Located between Broad and Market Streets, this well-known King Street Antique District, was voted “best antique shopping in the US” by readers of Travel & Leisure Magazine.

Middle King Street District
Located between Market and Calhoun Streets, and otherwise known as the King Street Fashion District, you’ll find the trendiest stores and updated fashions in the area.

Upper King Street District
Located between Francis Marion Square (on Calhoun Street) and Spring Street, this King Street Design District houses some of the best interior design decor and home furnishing shopping in the country.

9. Waterfront Park
Bring a change of clothes for the kids on the hot summer days! They’ll want to join others running through the fountain at the end of Vendue Range. In fact, one of these days I’m going to do it myself! Then enjoy a leisurely swing on the pier while looking for dolphins in the Harbor with the USS Yorktown as the backdrop. The Pineapple fountain of Charleston can also be found here with other intimate gardens and jogging paths along the water’s edge.

Vendue Range and Concord Street and runs along the Charleston Harbor

10. Folly Beach
15 minutes from Downtown Charleston

Folly Beach, or “the Edge of America,” has been on occasion dubbed the ‘eccentric’ beach of all the Charleston beaches. Probably because it’s managed to stay true to the old way of beach life as it was back in the day. However it hasn’t been without its own challenges of upcoming developments of condos and obsessive beach houses.

Still, there is a wondrous air about Folly that you can only experience first hand while visiting there. There is great surfing, fishing on the pier, kid friendly currents, water sports near the only ocean front hotel of Charleston, The Holiday Inn, and great shopping and dining along Center Street. A stroll along some of the side streets allows an up close look at some of the old time conventional beach houses.

Courtesy of

WHEN is the event?

The event is June 15th-Thursday (full day) and June 16th-Friday (half-day), 2017.
Most will choose to arrive Wednesday the 14th, as we will start first thing Thursday morning in the hotel’s meeting room.

We will start at 9am both days.

This is VERY LIMITED SPACE EVENT.  It is not open to anybody and everybody.

This is a hands-on WORKSHOP to share best practices and to encourage, educate, and learn from each other.

If there is any skepticism, narcissism, pessimism or attitude within you that causes you to sit in the back of the room with your arms crossed, expecting someone to dance on a table in front of you for your entertainment, DO NOT COME TO THIS EVENT.

I want to be absolutely clear on WHO this event is for. It is for those wishing to grow their business by providing value to others, not by merely finding shortcuts and stomping on the agent next to you to put him or her down and build yourself up. There are plenty of prospects in America – enough for all of us and then some. We, the presenters here, choose to engage in a mutually-beneficial opportunity to profit from our collective experiences. That is the sole purpose for this gathering. Sure, it could have been done online, but five company-paid trips in the last three months have proven to me that in-person, mastermind style idea exchanges with people smarter than I am are a great way to get ideas that can be implemented immediately in my practice.

StephanieIndependent Agent

JoyceIndependent Agent

BridgeIndependent Agent


Investment to Attend: $495


The location for the event is the Charleston Marriott.
This recently renovated hotel has great amenities and is close to everything downtown.
We have secured a discounted rate of $169 per night for your hotel room, too.
You can book the room through a discount link which will be available after 6/1.


More Leads
Turn Leads Into Sales
Drastically Increase Your Closing Ratio


Question?  Send us an e-mail to:


 This is the part where we need to tell you the common sense that attorneys like to see. This event is not a “Get Rich Quick” program and you will not be hyped into joining any program. You will not be recruited to join a downline or an insurance company, etc. You will not be told that you will become wealthy overnight. This event is to share best practices in the industry and your participation in that discussion is welcome at the event. You will be encouraged to ask questions and give your own experience with the topics discussed.
No promises are being made that you will walk away from the event as a millionaire. Specific, actionable information will be given that can drastically improve any business. What you choose to do with that information, however, is solely up to you and your actions after being provided the information and help. All of the presenters are speaking at this event to help you. Each of us feels personal satisfaction when others succeed in our industry and that is the reason the speakers have chosen to come and share in this unique environment.

Please do not come to the event to recruit anyone into yours or anyone else’s downline for insurance or anything else. Please do not come to the event to sell any product or pitch the speakers or attendees on any business opportunity. Please do not come to distribute material of any kind to other attendees.
Networking is welcome; selling to the other attendees is not. Also, recording the event in audio or video by the attendees is not allowed. This is also in the terms of service on the checkout page, but we just wanted to mention it here, too. If an attendee is found to be recording video or audio of the event, they will be asked to leave. The material presented by the speakers is their own and no permission has been given for its unauthorized distribution.

Thank you, and we know that if you step out in faith to attend this event, those that you will be surrounded with will change your life forever.