WIFS Twin Cities Presents: Gifts from the Government CE

Join us for an hour of CE presented by Todd Villeneuve.

Happy hour to follow!

This continuing education session explores how benefits and insurance professionals can better serve Medicare-age clients by identifying coverage gaps and introducing complementary insurance solutions. Attendees will learn practical cross-selling strategies, how to position themselves as a trusted benefits resource, and ways to address common client concerns related to dental, vision, hospital indemnity, cancer coverage, life insurance, long-term care, and travel medical protection. The course also reviews compliance considerations, client engagement techniques, and real-world examples that can help advisors strengthen client relationships while expanding their business opportunities.

Key Learning Objectives:

• Identify common coverage gaps within Medicare plans.
• Recognize cross-selling opportunities that align with client needs.
• Understand compliance requirements when discussing ancillary products.
• Learn client discovery techniques that uncover additional planning needs.
• Explore strategies for creating a holistic retirement benefits package.

Ideal for: Insurance agents, financial professionals, and employee benefits advisors serving Medicare-eligible individuals

About our Speaker:

Todd is the Co-Owner and President of IFC National Marketing and Managing Partner at Integrity Marketing Group.

Originally from Fairmont, Minnesota, Todd first entered the financial services industry in 1993. Todd is actively engaged in his community as a member of his local NAIFA organization, Rotary Club and Knights of Columbus. Todd is proud to consider many of his agents as his closest friends and he loves helping them successfully market and grow their agencies. Having an attitude focused on family and friendship is what he strives for at IFC National Marketing.

Todd and his wife, Denise, are proud parents of Audrey, Frankie and Tessa. His love of his family and love of life are worn on his sleeve and usually followed by a hardy laugh. Todd enjoys spending time at his cabin with family and friends. He is a huge sports fan and an avid golfer. He is a proud University of Minnesota alumnus and booster.