• Webinar Series: OEP Retention Strategies

    Join us for our Retention Strategies Webinar Series on January 7, February 7, and March 7. We’ll explore: Client Retention = Income Stability Learn how to simplify the retention process with tools that can help grow your business in a challenging market. Happy (Retained) Clients = Referrals Discover how to empower your clients to manage their […]

  • Deep Dive Training for AARP Medicare Supplement Plans in KY & MI

    What does each session cover? STATE-SPECIFIC DEEP DIVE: 90 min deep dive on our AARP® Medicare Supplement Insurance Plans from UnitedHealthcare.  They'll cover Eligibility and Enrollment Guidelines, Rating Structure and Quoting Rates, Wellness Extras and what differentiates us from our competitors! Discussing UHIC plans only with only one comparison slide showing the differences between UHIC […]

  • Deep Dive Training for AARP Medicare Supplement Plans in IL, IN & OH (UHIC Only)

    What does each session cover? STATE-SPECIFIC DEEP DIVE:  UHIC Only 90 min deep dive on our AARP® Medicare Supplement Insurance Plans from UnitedHealthcare.  They'll cover Eligibility and Enrollment Guidelines, Rating Structure and Quoting Rates, Wellness Extras and what differentiates us from our competitors! Discussing UHIC plans only with only one comparison slide showing the differences […]

  • Understanding Plan Changes of AARP Medicare Supplements

    What does each session cover? ALL Great Lakes states (IL, IN, KY, MI, OH & WI): Understanding Plan Changes: 30 min overview covering how (internal) Plan Changes work between our AARP® Medicare Supplements including how to quote a rate for someone changing plans, how to submit an app for a plan changer, identify what plan(s) […]

  • RSSA Social Security Program Webinar

    Discover the benefits of the RSSA Social Security Program! Whether you are an insurance or financial professional adding the RSSA designation and becoming a subject matter expert in Social Security […]

  • HAP Nations Flex Card Overview

    What you’ll learn: How flex cards work and what they cover Nations App and Website SSBCI Requirements