Host: Derek Baltimore - Annuity Product Specialist Guest Speaker: Patricia Taylor, Advanced Markets Specialist - Lincoln Financial Join us for an exclusive, agent-focused webinar in partnership with Lincoln Financial, where we will explore the streamlined process of converting qualified assets into a Roth account - all with one simple application. Register HERE
In just two power-packed focus days, you’ll have the opportunity to learn from our expert team and prepare for your insurance license test. Register HERE Questions? Contact Gwen Szmanski (817) 410-5823 gwen@preferredadvisors.com
Host: Tyler Culp - Vice President of Sales Guest Speaker: Greg Esposito - GTL In this training, Greg Esposito from GTL will review all the exciting updates and enhanced benefits that GTL's Advantage Plus Elite product has to offer! Register HERE
Hosts: Tyler Culp, VP of Sales - Empower Brokerage Dustin Hernandez, Cigna Product Specialist - Empower Brokerage Details This dynamic session immerses agents in Cigna's 2026 Medicare Footprint expansion and product rollout, detailing new plan designs, target markets, and key implementation timelines. Through interactive road mapping exercises and real-world scenario planning, participants will learn how […]
Are you interested in working with Veterans? we have a new program called V.I.P. or Veteran Initiative Program designed to show you how to approach and serve our Veteran community. To join, request access via the course request form on the training tab. During these monthly webinars, you will learn where to meet veterans, how […]
Mastering Social Media - Lead Follow-up and Email List Building Host: Kayla Gonzalez, Social Media Manager - Empower Brokerage Maximize your conversions with our follow-up and email marketing training! Learn strategies to nurture leads, craft effective follow-up messages, and build a strong email list to keep your prospects engaged and ready to act. *Register […]
Host: John Shinn - Senior Benefits Specialist Join John Shinn and fellow agents to learn how to INCREASE YOUR INCOME! Register HERE
September 18th - Lincoln Financial - Ideas and solutions for prospects to plan for short-term needs to further achieve long-term financial goals. Initial product resources will be covered to get fully contracted with this J.I.T. carrier. September 25th - Mutual Trust - Permanent life insurance solutions partnering with Empathy, a comprehensive support system for loss, […]
Host: Tyler Culp - VP of Sales Guest Speaker: Greg Esposito - GTL In this training, Greg Esposito from GTL will review GTL's Brand-New E-App platform. This new platform is lightning fast and allows all GTL E-App platforms to work in sync! Register HERE
Hosts: Tyler Culp, VP of Sales - Empower Brokerage Dustin Hernandez, Cigna Product Specialist - Empower Brokerage Details This focused workshop equips agents with everything they need to navigate the upcoming Annual Enrollment Period, covering critical deadlines, product updates, CMS compliance requirements, and best practice enrollment workflows. Through interactive plan comparison drills, live system demos, […]
Host: John Shinn - Senior Benefits Specialist Join John Shinn and fellow agents to learn how to INCREASE YOUR INCOME! Register HERE
September 18th - Lincoln Financial - Ideas and solutions for prospects to plan for short-term needs to further achieve long-term financial goals. Initial product resources will be covered to get fully contracted with this J.I.T. carrier. September 25th - Mutual Trust - Permanent life insurance solutions partnering with Empathy, a comprehensive support system for loss, […]
