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CREATED:20250219T144731Z
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UID:7344-1740654000-1740657600@preferredsenioradvisors.com
SUMMARY:2025 ACA Webinar Series: February - Navigating Common Scenarios
DESCRIPTION:Hosted By:\nJeff Hess\, ACA Group & Ancillary Sales Director \nGarrett Wilczynski\, Leads Administrator & Product Specialist \nBrock Bartlett\, ACA Product Specialist \nDetails:\nIn this training\, our goal is to inform agents working in the under-65 health space on how to handle various common scenarios that they may run across throughout the year. These scenarios include Data Matching Inconsistencies (DMIs)\, Enhanced Direct Enrollment (EDE)\, Access Revoked and Agent of Record (AOR) at Risk Clients. We will also go over how agents can best handle the new CMS-required “Resume Link” for consumers who have an existing agent or marketplace plan that does not show you as the agent. We hope to see you there! \n  \nRegister HERE
URL:https://preferredsenioradvisors.com/event/2025-aca-webinar-series-february-navigating-common-scenarios/
CATEGORIES:Webinars
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CREATED:20250121T195355Z
LAST-MODIFIED:20250121T195355Z
UID:6878-1740657600-1740659400@preferredsenioradvisors.com
SUMMARY:Life & Financial - The Essentials & "Must-Haves"
DESCRIPTION:Life & Financial – The Essentials & “Must-Haves”\nHost: Enrique Torres\, Life & Financial Specialist \nStarting on Thursday\, January 9th throughout the month agents will be shown how to access resources focused on life insurance carrier solutions.  Four fast-paced “helicopter view” presentations of Empower Brokerage covering: \n\nWebsite tools\, resources\, and sales support\nLife & Annuity carrier solution overview\, from the long list down to the suggested shortlist\nPreparing illustrations for Term Insurance and Index Universal Life Insurance\, leading to submitting electronic life insurance applications\nA basic technique on life insurance needs & fact-finding approach coupled with referral prospecting\n\n  \nRegister HERE
URL:https://preferredsenioradvisors.com/event/life-financial-the-essentials-must-haves-6/
CATEGORIES:Webinars
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DTSTART;TZID=America/Chicago:20250227T140000
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DTSTAMP:20260510T161923
CREATED:20250207T231222Z
LAST-MODIFIED:20250207T231222Z
UID:7201-1740664800-1740666600@preferredsenioradvisors.com
SUMMARY:Annuity Mentorship Program Meeting
DESCRIPTION:Join us for the Annuity Mentorship Program\, an exclusive opportunity for agents to work with Annuity Product Specialist Derek Baltimore. This event series is designed to help agents gain a deeper understanding of annuities and confidently offer them to their clients. Through expert-led training\, real-world strategies\, and interactive discussions\, agents will learn how to integrate annuities into their portfolio and better serve their clients’ financial needs. Don’t miss this chance to expand your expertise and grow your business! \n  \nThis meeting is reserved for agents who are members of the Annuity Mentorship Program. If you want to register and are already part of AMP\, contact Derek Baltimore. If you are interested in becoming a part of the Annuity Mentorship Program\, request to join in the training tab. \nQuestions: dbaltimore@empowerbrokerage.com
URL:https://preferredsenioradvisors.com/event/annuity-mentorship-program-meeting-3/
CATEGORIES:Webinars
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