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.
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 how our annual rate increases work.
What does each session cover? ALL Great Lakes states (IL, IN, KY, MI, OH & WI): Marketing and Growing Your AARP® Medicare Supplement Book of Business: This 60 min session will cover a deeper dive into SELLING and MARKETING our AARP Med Supps including Grassroots marketing ideas (where and how to get the business), popular marketing pieces and selling aids that will help you grow your business with a live demo of the UHC Toolkit, How to get referrals, How to increase your presence on Social Media...and more!
Join the AEG team for a morning filled with fluffy, customizable omelet's! We're thrilled to invite you to our upcoming Omelet Bar Breakfast hosted by Blue Cross Blue Shield of MI. Date: January 14, 2025 Time: 10:00 am Location: Agent Equity Group, 2025 E. Beltline Ave. SE, Suite 402, Grand Rapids, MI 49546 Space is limited, please RSVP by 12/9/24 Let's flip, fold, and savor some delightful omelets together. We can't wait to see you there!
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 plans while generating referrals. Retention = Customer Loyalty Find easy ways to build customer loyalty and stay ahead of competitors by keeping in touch with your clients. Bonus All attendees will receive a digital copy of the “Broker Playbook.” There will be prize drawings during each webinar for those who attend and participate. Let’s make 2025 your best year yet! Webinar Schedule Tuesday Jan 7 - 10-11 am EST - Register Here Friday Feb 6 - 2 pm EST - Register Here Friday Mar 7 - 10-11 am EST - Register Here Presenters: Ryan Turkaleski - Former Agent, Aetna Rep Eric Riha - Former Agent, AEG Webinar Info: Each webinar will be recorded and available to agents with AEG. Content will be covered at each session, so feel free to attend multiple times. Prize drawings will take place during each webinar.
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 and UHICA plans. Please search your email for an invite to a dedicated UHICA training (for approved agents 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 between UHIC and UHICA plans. Please search your email for an invite to a dedicated UHICA training (for approved agents only).
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) require underwriting when plan changing and more!
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, marketing, and support program gives you all you need to successfully add Social Security planning as a way to open organic cross selling opportunities for insurance and financial products. Build trust, rapport, and long lasting relationships with clients, B2B relationships, and gain the much needed competitive advantage from other professionals in a crowded industry.
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.
What you’ll learn: How flex cards work and what they cover Nations App and Website SSBCI Requirements
Join, the MI Broker Team and the Dental & Vision Team on a zoom training for MI Dental and Vision Products.
UnitedHealthcare Dental, Vision, Hearing Plans (DVH) Overview
Are you ready to elevate your sales and better serve your clients? Join us for an exclusive webinar designed to equip you with the tools and insights needed to excel in today’s competitive market.
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 how our annual rate increases work.
What does each session cover? ALL Great Lakes states (IL, IN, KY, MI, OH & WI): Marketing and Growing Your AARP® Medicare Supplement Book of Business: This 60 min session will cover a deeper dive into SELLING and MARKETING our AARP Med Supps including Grassroots marketing ideas (where and how to get the business), popular marketing pieces and selling aids that will help you grow your business with a live demo of the UHC Toolkit, How to get referrals, How to increase your presence on Social Media...and more!
FOR NEW AGENTS! This training session is designed to educate recently on-boarded and certified agents on AARP Medicare Supplement Plans. This training will provide you with valuable information pertaining to the sales and marketing of an AARP Medicare Supplement Plan and feature live demos of important tools and resources available to you to help you hit the ground running!
JarvisEnroll is the one stop shop for agents to efficiently enroll members into UnitedHealthcare Medicare Plans. In this training session we will be going over all three signature options for AARP® Medicare Supplemental Plans; electronic signature, remote signature, and express security code, giving you the flexibility to enroll your clients whenever and wherever the time is right!
