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2 events,
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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 […]
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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 […] |
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2 events,
FREE Life and Health Insurance Virtual Licensing Class
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
¡GRATIS! Clase Virtual de Licencia de Seguro de Vida y Salud en Español
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 |
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4 events,
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Join Michael Corallo on his 6-part training series every Tuesday from August 4th to September 8th, 10 AM – 11 AM EST. REGISTER HERE
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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 […]
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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 […] |
2 events,
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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
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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 |
3 events,
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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 […]
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Description: This webinar will conclude our AEP Readiness Training Series. This 8 Part Series went over: 1. Medicare Basics/Medicare 101 2. Completing Medicare Reviews in SunFire and CSG Actuarial 3. Medicare Alpha Leads 4. Grassroots Marketing/Event Marketing 5. Building a Marketing Plan 6. Completing a Medicare Review Fact Finder 7. The Importance of Cross Selling […]
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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 […] |
1 event,
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Description: Let’s Build Your Future Together! Social Media Training Sales Training Product Specialist Support Live Training Seminars Exclusive Provider Programs Host: Kelli Grimes, Regional Sales Director – Empower Brokerage REGISTER NOW |
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2 events,
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Join us for a detail overview from Angela Pascual with UCH, for all the NEW UHC 2027 AEP Products, Plans and Benefits for East Texas. Hear about all the changes that you and your clients need to know about East Texas. Host: Bennie Marquez, Regional Sales Director – Empower Brokerage
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Description: Please join us and learn about the 2027 Aetna Medicare Advantage Plans and Benefits for the East Texas and Oklahoma areas. Our guest presenters will be from Aetna, Dawn Bradley from Oklahoma and Oke Olaitan, East Texas. At this webinar we will be sharing: Aetna’s 2027 AEP MA/MAPD Products and Benefits. Hear about […] |
1 event,
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Please join us for our 2027 Oklahoma & East Texas Health Spring AEP Benefit Rollout Webinar. Learn about the 2027 Plans and Benefits being offered by Health Spring. Speak with Flora Qualls & Tracy Smith LIVE. Learn how to order your AEP Health Spring supplies. Learn about any lead opportunities Empower may have for you. Register Today […] |
1 event,
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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 |
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1 event,
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Goal: Teach agents everything available in the Agent Portal. Agent Manager Dashboard PSA University Live ACA brochures Medicare resources Marketing materials PSA Store Training library LeadServ application Where to submit requests Takeaway: Agents understand the difference between the Google Workspace and the Agent Portal. Host: Gwen Szymanski, Contracting/ EX Assistant - PSA MEET HERE |
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