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X-WR-CALDESC:Events for Preferred Senior Advisors
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UID:11668-1787227200-1787230800@preferredsenioradvisors.com
SUMMARY:2027 AEP Readiness Training – Cross Selling is Vitally Important
DESCRIPTION:Description: \nDuring this webinar\, I’ll talk about the importance of talking with every single client about their overall insurance portfolio rather than hyper-focusing on one specific product or line of business. Most appointments are set to assist a client with a specific need. That need was just what gets us in the door. As Brokers\, we should always focus on asking questions that lead to potential opportunities or uncover risks that the client has. Many times this will result in each appointment being more focused on “what is needed” rather than “if something is needed”. \nHost: \nCodey Loveless\, Regional Sales Director – Empower Brokerage \n10 AM (PST) \n  \nREGISTER NOW
URL:https://preferredsenioradvisors.com/event/2027-aep-readiness-training-cross-selling-is-vitally-important/
ATTACH;FMTTYPE=image/png:https://preferredsenioradvisors.com/wp-content/uploads/2026/07/2027-AEP-Readiness-Training-Cross-Selling-is-Vitally-Important.png
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DTSTART;TZID=America/Chicago:20260820T130000
DTEND;TZID=America/Chicago:20260820T133000
DTSTAMP:20260806T144700Z
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LAST-MODIFIED:20260806T144700Z
UID:11803-1787230800-1787232600@preferredsenioradvisors.com
SUMMARY:August Life Insurance Trainings - Pan American Life
DESCRIPTION:August Life Insurance Trainings are held on Thursdays at 1 o’clock Central.  This session helps organize life agents with tools as enrollment season is around the corner.  Whether for term\, final expense\, or cash accumulation\, the featured life carriers provide you with options to choose from. \n\nAugust 20th Pan American Life\, Kip Walker to review carrier life insurance solutions\, plus share a Lifetime Mortgage Protection sales concept.\nAugust 27th – American Amicable\, Constanza Soncini presents a cursory review of all solutions offered but with a focus on the Platinum Family & Legacy Solutions Final Expense.\n\nOne registration for:  August Life Insurance Trainings \nAfter registering\, you will receive a confirmation email with information on how to join the webinar. \nIf you need assistance with these or any of our life insurance carrier solutions\, feel free to schedule a call with any of our life insurance specialists. \nHost: \nEnrique Torres\, Life Insurance Solutions Specialist – Empower Brokerage \nGuest Speaker: \nKip Walker \n  \nREGISTER NOW
URL:https://preferredsenioradvisors.com/event/august-life-insurance-trainings-pan-american-life/
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DTSTART;TZID=America/Chicago:20260820T130000
DTEND;TZID=America/Chicago:20260820T134500
DTSTAMP:20260724T205518Z
CREATED:20260724T205518Z
LAST-MODIFIED:20260724T205518Z
UID:11704-1787230800-1787233500@preferredsenioradvisors.com
SUMMARY:Level Funding Plan Refresher
DESCRIPTION:Description: Join us for a brief refresher on Level Funding Plans\, led by Cory Satlow with Nationwide\, covering essential plan structure\, key advantages\, and effective ways to present these options to clients. This session is designed to reinforce core concepts and help agents feel confident discussing Level Funding in today’s market. \nHost: \nMaria Hernandez\, Employee Group Benefit Specialist & Aflac Product Specialist – Empower Brokerage \nCarrier Rep:  \nCory Satlow\, Nationwide – Sales Executive – Group Health \n\nREGISTER NOW
URL:https://preferredsenioradvisors.com/event/level-funding-plan-refresher/
CATEGORIES:Webinars
ATTACH;FMTTYPE=image/png:https://preferredsenioradvisors.com/wp-content/uploads/2026/07/Level-Funding-Plan-Refresher.png
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