Upcoming Events & Training

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.

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MedicareNow! Driven by ConnectureDRX has come out with exciting new features for the plan year 2026! Here’s a quick summary: Beneficiary preferences banner- make changes without leaving the screen, add current plan- to compare benefits side by side, consumer account overview- clearer idea of what actions they need to take, personal link direct to beneficiary account- consumers can access their account details, quote, and enroll and inactive profiles- archive duplicate or outdated beneficiary profiles.

We hope these updates are helpful during the upcoming AEP. You will find training on these new features on our website starting 10/1.

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Join experts from Principal for an informative webinar focused on the key factors to consider when taking over existing cases from another carrier. This session will cover best practices for managing transitions smoothly, identifying potential pitfalls, and ensuring client needs are met during the change. Whether you're new to case takeovers or looking to refine your process, this discussion will provide valuable insights to help you navigate the transition with confidence.

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Join us for Week 2 of Life Insurance Awareness Month as we focus on the most fundamental role of life insurance...protecting families. This webinar session is designed for insurance advisors who want to better position life insurance as a powerful tool for family security. You will learn:

• The emotional and financial impact of family protection planning
• Best practices for presenting life insurance
• How to protect families within minutes

Don't miss the opportunity to learn how to better serve your clients with family-first solutions!

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Join us for Week 3 of Life Insurance Awareness Month as we dive into one of the most strategic uses of life insurance...business succession planning. Our exclusive session is for insurance professionals who work with business owners and entrepreneurs. Learn how to position life insurance as a powerful tool to ensure continuity, protect key stakeholders, and preserve the business' value. You will learn:

• The fundamentals to business succession planning
• How life insurance supports buy-sell agreements and key person coverage
• Tax-efficient strategies for transferring ownership from one generation to the next

This session will help you protect what your clients have built, and plan for what's to come.

Register now