LTC—What Product is the Best Fit?

Extend Care planning is critical in Retirement Planning. There are numerous opportunities to help meet the specific needs of your clients. We will review these different options to help you navigate through all these creative products. Review of all LTC Polices---Pro's & Con's ---What Product is Appropriate for Your Valued Client ---Traditional LTC ---Life with […]

“Plan N for the Win” – A Can’t-Miss Webinar Event

In a world where every challenge is an opportunity for growth, it's time to elevate your strategy with Medicare Supplement Plan N. Join us for an exclusive webinar, "Plan N for the Win," and discover how to transform obstacles into victories. With agents already harnessing the power of Plan N, don't miss your chance to […]

Is Humana Achieve Medicare Supplement Still Relevant?

Join us for a comprehensive webinar to explore the significant improvements implemented in Humana Achieve Medicare Supplement, affirming its position as a leading product in the market. This event is crucial for those looking to enrich their Med Supp portfolio with a product that's continuously evolving to better serve its clients. The improvements include: Enhanced […]

Medicare Leads Available this AEP

Learn how you can connect with consumers looking for a Medicare agent this AEP. PlanEnroll.com will allow individuals to find a local agent and connect with them in person, over the phone, or online. Send pre-approved direct-mail pieces targeting Medicare eligibles who have recently received their Annual Notice of Change and would like to review […]

Unleash the Power of Ace: The Medicare Supplement Game-Changer!

Discover the Ace Advantage – Your Portfolio's Secret Weapon! Join us for a high-energy showcase and see why Ace, with its market-leading rates and robust brand, trusted by 93% of Fortune 1000 companies, is a must-have in your portfolio. By the end of this webinar, you'll be eager to get contracted and start offering this […]

MedicareCENTER Client Sync

Client Sync offers a simpler way to get started with appointments for new or existing clients. Simply send your client a link to gather their personal information, health information, doctors and pharmacies. You will obtain permission to contact and get a signed SOA. Client data seamlessly transfers into MedicareCENTER!

Conducting a successful Client Needs Assessment (CNA) for the senior client!

Advance your insurance career and client service to new levels by perfecting the art of the Client Needs Assessment (CNA). A glaring gap in many agents' strategies is the lack of comprehensive client care, crucial for both nurturing client relationships and exploring ancillary sales opportunities. Our targeted webinar will equip you with the techniques to […]

Mastering the Mystery of Med Supps Series Part 1

Are you new to the world of Medicare Supplements? Join us as we embark on a journey to uncover the compelling reasons behind why 1 in 3 clients are embracing the power of Medicare Supplements. It's time to tap into the immense potential of this series and supercharge your Medicare Supplement knowledge. Learn the secrets […]

CSG App New User Overview Training

CSG Actuarial’s suite of quoting tools and market data is free for Integrity agents. Learn how the CSG APP can be used alongside the Integrity Technology Suite to quote Medicare Supplement and ancillary products. We will highlight resources and tools to help agents better understand the Medicare market and strategize lead and marketing opportunities.