August Luncheon & Membership Meeting – August 10, 2023- “Top 10 Traits of a Successful Agent – Name Your Vertical”

Super-Producers Share Their Secrets of Success

Join NABIP of Fort Worth, featuring a panel featuring top industry talent imparting their stories, advice, and strategies to help you bolster your business.

Join our expert panel as they show you what makes them the best of the best, including:

• Business strategies and concepts
• Prospecting that effectively fuels your pipeline
• How to cultivate your success mindset and personal organization structure
• What they wish they knew in their first 2-4 years in the business

Goals and how you set them, including Key Performance Indicators, that you should watch

Featured Expert: Tonya Booth, President/Found of Biz Benefits

As President of Biz Benefits, Tonya’s focus, and mission is to make a positive difference and inspire those she works with; bringing her extensive knowledge and expertise in
designing benefit portfolios that meet and exceed each clients’ unique needs and desires while keeping them compliant with complex federal mandates.

As a very active member of NABIP (National Association of Benefits and Insurance Professionals), she has received the Golden Eagle Roundtable Award for the last decade, served as co-chair for the Leading Producers Roundtable Committee, is the current Professional Development Chairperson for the newly formed Lone Star online chapter, and is currently serving as Trustee for the Fort Worth chapter and a former board member as well. Additionally, she is past President of TAHU – the Texas
Association of Health Underwriters, receiving the prestigious Donna Carnall Achievement award in 2013, and both the Tom Schilling Outstanding Texan of the Year award and the NAHU Distinguished Service award in 2017. She has also served on the board of the Fellowship of Professional Women (FPW) and Women in Financial Services (WIFS), as well as Marketing Chairperson for the Greater Dallas Chamber of Commerce Annual Women’s Conference. An active member of 4Word Women’s Organization.

Tonya is committed to her family and community; actively involved in her local church,
loves the outdoors, playing golf, yoga and making special memories with loved ones.

Featured Expert: Danielle Kunkle Roberts, Founding Partner of Boomer Benefits

Danielle Kunkle Roberts is a founding partner at Boomer Benefits, where she and her team have been helping baby boomers navigate Medicare since 2005. With approximately 1 million followers on social media and nearly 100,000 policyholders, she and her business partner have built a brand that is synonymous with amazing service in the Medicare space.

She is the Chairman for NABIP’s Medicare Advisory Group and sits on the national Legislative Council. She has served as the Medicare chairperson for NABIP’s Texas state chapter and is a past-president of the local Fort Worth Chapter, where she was the 2022 recipient of the chapter’s highest honor, the Donna Carnall Career Achievement Award.

Danielle is also the author of the best-selling book 10 Costly Medicare Mistakes You Can’t Afford to Make which has sold more than 35,000 copies. She is a frequent source for major news outlets such as CNBC, FOX, CBS, Yahoo Finance, Kiplinger, and MarketWatch. She has appeared on more than 200 podcasts, radio shows, and TV segments to educate the public about Medicare.