Upcoming Events & Training
Make an Impactful Final Expense Presentation
Want to know what separates you from being an average advisor from a stellar one? Our webinar focuses on 5 key components to a final expense presentation. These components will take you from being an order taker to a trusted advisor where clients want to refer business to you. Let us help you reduce the number of times you hear "NO" and increase your overall sales.
Capital Blue Cross Mazzitti & Sullivan EAP
On July 17th at 1:00pm EST, attend our anticipated summer webinar that will highlight the comprehensive Employee Assistance Program (EAP) services provided through Capital Blue Cross. We will cover:
• Many Capital Blue Cross plans include M&S Employee Assistance Program (EAP) as a value-add.
• M&S EAP services include free counseling sessions, immediate crisis support, and professional services like elder care, legal, and financial consultations.
• Employee assistance programs improve employee health and wellness; reduce claims for mental and behavioral healthcare; decrease turnover, absenteeism, and presenteeism; and increase productivity and engagement.
Learn how these services can benefit employees and enhance workplace well-being.
CE Course*: FMLA and Compulsory Leaves
Upon completion of this course, producers will know the basic concepts of the Family Medical Leave Act and the responsibilities of Employers and Employees, State-Level Leave Laws, and the challenges Employers face. We will review FMLA basics, employer & employee responsibilities, State-Level Leave Laws, and Employer Challenges.
Part D Prescription Drug Plans in 2025
Curious about the upcoming changes to prescription drug plans in 2025? Join us for an insightful webinar where we delve into the intricacies of the new drug plan stages. Christy Wilbert from URL will guide us through what to expect, offering expert analysis and answering your burning questions. Don’t miss this opportunity to stay informed and prepared for the future of prescription drug plans. Save your seat today and gain valuable insights into the evolving landscape of healthcare.
A Virtual Meet & Greet with Ameritas
Dylan Krings, Regional Vice-President of Distribution from Ameritas is our guest speaker as we formally introduce you to a stand-out leader in the indexed UL market! Come learn the advantages of selling Ameritas' Indexed UL plans giving you the critical advantage.
We will discuss: How to position life insurance as an asset, adding flexibility to a financial plan, client preparation for serious medical situations like critical, chronic and terminal illnesses.
Join us and meet Ameritas and see why they should not be overlooked!
Devoted Certification Lunch-in
Completed your AHIP? Want face-to-face time with a Devoted Rep and have questions about your certification? Bring your laptop and get the answers you need to complete your Devoted certification for 2025. The first 50-100 agents to complete their certification will receive leads to kickstart their AEP production.
We will be holding this luncheon on Thursday, August 1st at 1 PM EST at URL Insurance Group, 500 Nationwide, Harrisburg, PA 17110.
2025 AEP Medicare Connections Conference
Join us for the 11th Annual URL Insurance Group Medicare Connections Conference at the iconic Hershey Lodge in Hershey, PA, on August 22nd! This in-person event is all about building connections and boosting your expertise.
Here’s what awaits:
- Engaging keynote speaker
- Expert panel discussions led by URL and top carriers
- Breakout sessions tailored to the Medicare industry
- Ample networking opportunities to connect with fellow agents and industry professionals
- And much more!
This is a free, no obligation educational conference and networking event. We extend an invitation to all Medicare agents at every level, from beginner to expert.
CE Course: Why Aren't All Dental Claims Paid
Many consumers do not understand the underlying structure of dental benefits and are, therefore, frequently concerned and confused when a dental claim is not paid due to contractual limitations, policy provisions or professional determination of lack of dental necessity. This course will address those issues as well as give suggestions on ways to better educate the consumer with regard to their dental benefits. Brokers having knowledge in this area is imperative for the evaluation of dental benefits and making recommendations to prospective clients, as well as assisting their existing clients with dental claims-related issues. The attendees will be able to obtain a variety of information to understand what is occurring in dental claims review today and begin looking into how consumers can be better equipped to receive the most out of their dental benefits.