Upcoming Events & Training

For many people, taxes in retirement can be one of the largest expenses. That's because retirement distributions are taxed at ordinary tax rates. Funding an asset like life insurance is a perfect way to pre-fund future taxes. This online class will show you how life insurance will:

• Ensure families are protected
• Set up a "financial reserve" to pay taxes in retirement
• Pre-pay the beneficiary's taxes
• Leave a tax-efficient legacy

Join us and learn how it works and the 3-steps it takes to put the plan in motion.

Register now

Join us for a webinar on August 14th to meet RetireFlo. With RetireFlo you can simply send a link to a client or prospect and obtain a Scope of Appointment, Permission to Contact, and Lists of Prescriptions, Doctors, Hospitals, and Pharmacies.

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Join Christy Wilbert for an insightful webinar on the importance of retaining your book of business. Discover simple yet effective strategies to maintain strong relationships with your clients throughout the year. Learn how consistent touches can ensure that, when AEP arrives, your clients will know exactly who to reach out to. Get ahead of the inevitable questions that follow the ANOC letters by staying proactive. This session will equip you with the tools to keep your clients informed and loyal, setting you up for success.

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Join Christy Wilbert (Medicare Offerings SVP) and Shauna Thoresen (CEO & Founder of Social Waves Media) to learn how to generate your own exclusive Facebook leads and discover the 3 keys to a successful lead generation campaign.

In this training you will learn:

• The exact system to generate your own exclusive leads who schedule their own appointment with you
• The 3 keys to a successful insurance lead generation campaign
• Examples of high converting ads
• The best social media platform for insurance agents
• How Facebook advertising has changed (and what that means for you as an agent)

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Are you an insurance professional looking to simplify your prospecting process and grow your book of business? Join us for an exclusive free webinar designed specifically for advisors in Medicare, Final Expense, Mortgage Term, Annuities, and Seminar Sales.

What You’ll Learn:

• How to access exclusive, high-converting leads through targeted digital and direct mail campaigns
• Why our leads are never shared—they’re 100% exclusive to you
• Proven strategies to streamline your prospecting and close more sales
• How to scale your business with ads that find your ideal clients

Whether you're a seasoned advisor or just looking to sharpen your edge, this webinar is your gateway to smarter, more effective lead generation.

Register now

Join Thomas Purcell and our partners at Aegis to learn how easily you can integrate GAP plans into your group health renewals this season. Help your clients reduce renewal costs while lowering out-of-pocket expenses for employees. Plus, earn additional compensation and elevate your benefits solutions for the upcoming renewal season!

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Are you ready for AEP 2025? Did you complete your AHIP and carrier certifications? It's okay if you're still in the midst of doing all of that, but it is very important to have a gameplan. That is why you need to join us for "The Pre-AEP Gameplan." We will cover: The importance of diversification, cross-Selling compliance, uncovering additional opportunities to serve seniors and FREE tools and resources.

Let's strategize and discover areas you're leaving money and opportunities on the table!

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Join us on August 29th at 10 AM for the Physicians Mutual Overview webinar, where we’ll explore the key products, services, and benefits offered by Physicians Mutual. Whether you're new to the company or looking to deepen your knowledge, this session will provide valuable insights to help you serve your clients with confidence.

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Join us for the 12th annual URL Insurance Group Medicare Connections Conference at the iconic Hershey Lodge in Hershey, PA, on September 3rd 2025! This in-person event is all about building connections and boosting your expertise. Here’s what awaits: Keynote speaker: Shauna Thoresen, breakout sessions tailored to the Medicare industry, Ample networking opportunities to connect with fellow agents and industry professionals and much more!

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We're kicking off Week 1 of Life Insurance Awareness Month exploring how life insurance can do more than protect - it is a powerful tool to build and transfer wealth. Join our webinar and we will uncover the strategic benefits of Single-Premium Life as a tax-efficient wealth transfer tool. What you'll learn:

• How Single-Premium Life Insurance works
• Tax advantages and estate planning benefits
• Wealth transfers that include living benefits and LTC
• How to identify opportunities

Reserve your spot today and take the first step toward helping clients build a lasting legacy.

Register now