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 […]

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 will help you reach more prospects, increase appointments, and build a steady pipeline of current and future sales opportunities. This turn-key Social Security education, technology, […]

Eligibility Refresher for AARP Medicare Supplement Plans – IL, IN, KY, MI, OH, WI

What does each session cover? ALL Great Lakes states (IL, IN, KY, MI, OH & WI): Eligibility Refresher:  60 min refresher for those that need to brush up on things like the differences between Enrollment Periods for Med Supps vs. Medicare Advantage, what constitutes Guaranteed Issue and Underwriting Guidelines.  

HAP Nations Flex Card Overview

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

Understanding Rates for AARP Medicare Supplement Plans – IL, IN, KY, MI, OH, WI

What does each session cover? ALL Great Lakes states (IL, IN, KY, MI, OH & WI): Understanding Our Rates: 30 min overview on about how our rating structure works in the Great Lakes including how we derive our rates, how to read rate sheets, how to quote within JarvisEnroll, how are discounts are calculated and […]

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