Upcoming Events & Training
Life Markets Master Class: Understanding the Financial Needs of Widows
Losing a spouse to death brings on many emotions from grief to sadness and feeling overwhelmed. As a financial professional, it is important to know how to support widows in their time of need. Our Master Class webinar will teach you: The 3 Phases of Widowhood, tips to help the widow through each phase, how to be an active listener and it starts at compassion.
Learning these phases and how to help will lay the groundwork to your business thrive by serving the next generation.
More than Medicare with John Terry
If you're intrigued by the profitability of annuities but aren't sure where to get started, join our lunch and learn on June 25th at 11am. Annuity expert, John Terry, will teach Medicare agents how to ask the right questions with their clients, and how to start conversations that open an annuity sales opportunity.
Become a Registered Social Security Analyst
The RSSA eLearning Curriculum includes five comprehensive self-study modules. The online educational platform provides you with a solid knowledge of Social Security and Medicare rules including the following:
• Strategies to maximize Social Security benefits
• Windfall elimination provision
• Spousal benefits
• Government pension offset
• RSSA Roadmap®️ Social Security Optimization Software training
• Survivor and disability benefits
• Delayed retirement benefits
• Medicare Part A and Part B
Get to know Beam better
Join us on June 27th at 10 AM for an insightful webinar with Brian Cronin, the Market Development Executive from Beam Benefits. Brian will walk us through the key advantages Beam has to offer and how it can help transform your benefits strategy. Don't miss out on this opportunity to learn from an industry expert!
Health & Benefit Advisors: Providing Value
Health and Benefit Advisors! You work tremendously hard for your clients, and we're going to show you how to separate yourself from the competition. It is all about providing value and enhancing benefits. ACA Health and Group Benefit Advisors, join us as we show you a proven system that will: Deliver more coverage and benefit options, maintain your clients' current lifestyle, provide portable life insurance protection in 10 minutes and increase your overall income.
Join other industry colleagues and we will show you how to easily offer life insurance protection to ensure financial security and peace of mind. This is how you provide value and separate yourself from the competition.
Medicare Express Leads
Discover how Medicare Express can boost your Medicare Advantage sales with high-quality, pre-qualified leads. In AEP 2023, they delivered a 48.4% success rate from over 48,000 meetings. Their service schedules high-intent appointments directly to your calendar using proprietary automation tools, allowing you to focus on closing deals. Learn how their relationship-driven approach and technology streamline your sales.
Medicare Marketing: Organic Growth
Join Christy Wilbert for a valuable webinar where she'll share simple yet powerful techniques to help you grow organically. Discover how taking just a few extra steps can unlock opportunities you may be overlooking. Christy will reveal easy-to-implement strategies that can lead to consistent growth and greater success. Don’t miss out on the "low-hanging fruit" that could make all the difference in your business!
Boost Your Book: Mastering Final Expense Sales for Medicare Pros
As you are getting ready for another Medicare AEP, join us for our online pre-AEP training and we will show you how to win with Final Expense. After this training, you will understand: How to DOUBLE your Commissions, simple selling strategies that pay BIG, ways to effectively market final expense and holistic client care.
You owe it to yourself to learn how lucrative final expense sales can be. Join us, take notes, and unlock your hidden income potential.
Enroll here: Medicare dial leads
At Enrollhere Marketplace, we believe in empowering agents with the tools and support needed to drive meaningful business growth. What sets us apart is a deep commitment to delivering value through:
• Compliance focused methods
• Data driven
• Personalized service
With Enrollhere, you don’t just get a platform—you gain a partner invested in your long-term success.
Principal Group Benefits Overview
Join Principal and URL on May 21st at 10 a.m. for an engaging webinar covering best practices, tips, tricks, and valuable insights. Learn how to optimize your approach, avoid common pitfalls, and get your questions answered by industry experts. Don’t miss this opportunity to gain practical knowledge you can apply right away.