Description: During 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, […]
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. August 20th Pan American Life, Kip Walker to review […]
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. Host: Maria Hernandez, Employee Group Benefit […]
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
En solo dos días de concentración, tendrá la oportunidad de aprender de nuestro equipo de expertos y prepararse para su examen de licencia de seguro. REGISTER HERE ¿Preguntas? Contacto Gwen Szmanski (817) 410-5823 gwen@preferredadvisors.com
Join us for our Community Care 2.0 Webinar. On this webinar, you will: Learn about their 2027 Medicare Advantage Plans. Learn about their 2027 Medicare Advantage Expansion Counties in Oklahoma. Learn about their 2027 ACA Individual Health Plans Learn about upcoming Sales Opportunities we offer agents for AEP and Open Enrollment. Host: Ben Marquez, Regional […]
Join Michael Corallo on his 6-part training series every Tuesday from August 4th to September 8th, 10 AM – 11 AM EST. REGISTER HERE
Are you ready to accelerate your business growth and unlock new opportunities? Join us for The Legacy Blueprint 2026 – A high‑impact professional webinar series designed to provide you with the strategies, tools, and insights needed to excel in today’s competitive market. Cross-Selling Opportunities /Importance of a Marketing Plan to Increase Sales & Visibility /Knowing […]
Description: Join us for Session 2 of our three-part annuity training series on Tuesday, August 25th, from 11:00 AM to 12:00 PM, as we focus on guiding clients from their first conversation to a confident decision. In this session, you’ll learn how to: Conduct an effective second client appointment Lead clients through the question, “How do […]
10 AM (EST) Join me for a live Q&A session. Get all your questions answered! Host: Shania Chamliss, Regional Sales Director – Empower Brokerage Join Meeting
Description: This training will cover the amazing ancillary products that Healthy America offers. Learn how you can round out your sales and make more money! Healthy America Webinar. Host: Katelyn Culp, Director of Operations - Empower Brokerage REGISTER NOW
Description: Join us for an overview of Allstate Health Solutions’ Accident and Critical Illness products and learn how these plans can help provide additional financial protection for your clients when unexpected health events occur. We’ll review key product features, benefit structures, ideal client profiles, and how Accident and Critical Illness coverage can work together to […]
