Upcoming Events & Training
Carrier Connection: Cigna
Join us for an in-depth session on Cigna Supplement plans and their Senior Ancillary Products. This is an excellent opportunity to enhance your knowledge and interact directly with your broker representative. With the right tools and insights, you’ll be better positioned to support your clients and drive business growth.
Indexed Universal Life Sales Academy Part 4
Join us for Part 4 of our 4-part sales training series, powered by Ameritas. In this session, The Ameritas IUL Sales Success Story, we’ll explore the wide range of Indexed Universal Life (IUL) products available in the Ameritas portfolio and what sets Ameritas apart in the competitive IUL market. Key topics include: A deep dive into the variety of IUL options in the Ameritas portfolio and how they benefit both advisors and clients, what makes Ameritas unique in the IUL space and how you can leverage that in your sales strategy, understanding the combination of life insurance coverage, cash value growth, and impressive living benefits, how customers can choose from multiple index accounts and make adjustments over time, key attributes successful advisors must possess to excel in selling IULs
Don’t miss this final session in our series—gain the knowledge and strategies you need to close more IUL sales and elevate your business with Ameritas!
Life Markets Master Class: Life Insurance linked benefits -vs- LTC
Join Jason Collins for an insightful webinar where he will delve into the ongoing debate between life insurance policies with linked benefits and standalone long-term care (LTC) plans. In this session, Jason will break down the advantages and disadvantages of each product, providing a clear comparison to help you understand the key differences. Whether you’re considering financial planning for the future or trying to navigate your options, this webinar will equip you with the knowledge you need to make an informed decision. Don’t miss out on resolving this debate once and for all with expert insights from Jason Collins. Register now to secure your spot!
Carrier Connection: Humana
Don't miss this comprehensive webinar on Humana Supplement Plans and Senior Ancillary Products. This session offers a valuable chance to deepen your understanding and engage with your broker representative. Armed with essential tools and insights, you'll be empowered to better assist your clients and accelerate business growth.
How to Generate Your Own Exclusive Facebook Leads
Join Christy Wilbert (Medicare Offerings SVP) and Shauna Thoresen (CEO & Founder of Social Waves Media) on February 24th at 9am to learn how to generate your own exclusive Facebook leads and discover the 3 keys to a successful lead generation campaign.
Life Markets Master Class: Risk Management & Life Insurance Integration
P&C agencies dedicate significant effort to advising clients on optimal risk management strategies to protect their most valuable assets, including homes, cars, jewelry, boats, and RVs. However, clients often overlook the importance of protecting what pays for these assets—their income. Join us to discover how to seamlessly incorporate life insurance into your risk management conversations. This approach not only helps grow your business but also boosts client retention and increases residual income.
Lunch with URL & Jefferson Health Plan in York, PA
Jefferson Health Plan is looking to expand their agent reach in your area of York, PA. Come meet the JHP team at Holy Hound Tap Room (57 W Market St, York, PA 17401) and learn more about the products you can offer your clients.
Lunch with URL & Jefferson Health Plan in Lancaster, PA
Jefferson Health Plan is looking to expand their agent reach in your area of York, PA. Come meet the JHP team at Holy Hound Tap Room (57 W Market St, York, PA 17401) and learn more about the products you can offer your clients.
Medicare Marketing: Cold Calling
Join Christy Wilbert on March 6th at 9 AM for a valuable webinar on mastering the fundamentals of cold calling. While cold calling can be intimidating, Christy will guide you through proven strategies and techniques to make the process easier and more effective. Learn how to build confidence, handle objections, and turn cold calls into productive conversations. Whether you're new to cold calling or looking to refine your skills, this session will provide the tools you need to succeed.
Life Markets Master Class: Finding Your Next Client
Where will you find your next client? You've heard the saying, "It's not what you know, it's who you know that matters." During this online Master Class, get tips for starting, building, and nurturing strategic alliances. You will learn: How to identify strategic alliances, ways to create win-win relationships where everyone benefits and building relationships is an ongoing process that requires effort
If you're looking for your next client, or the highly coveted high net-worth client, it starts with relationships.