Savers Marketing

Conducting a successful Client Needs Assessment (CNA) for the senior client!
2024-04-10 14:00 - 15:00 (America/New_York)
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 execute a flawless CNA, as taught by leading industry figures. In this educational session, we will dive into: • How to leverage a CNA for business and relationship growth • Critical information gathering for agent success • Gathering the right client information • Techniques for accurate needs discovery • Crucial components for CNA success Don’t miss out on this opportunity to refine your practice and commit to excellence in client service. Register today to secure your place in our upcoming webinar.

Illinois Mutual: Disability Income Product Overview
2024-04-11 11:00 - 11:30
Attend this webinar to learn about individual disability income (DI), Personal Paycheck Power, and business expense DI, Business Expense Power, from Illinois Mutual. During this session we will cover the highlights of these products and how they can protect your clients by insuring their income with an individual DI policy or cover fixed business overhead expenses for a small business owner in the event that they become sick or hurt and unable to work due to a total disability. We’ll be covering some sales ideas to help you understand how easy it can be to discuss DI with potential clients.

Step Into the Future with Allstate Medicare Supplements
2024-04-11 13:00 - 14:00
This is your invitation to a critical event that will unlock the most tightly held secrets in the Medicare supplement industry. A must-attend for agents aiming to differentiate their service with an extraordinary product. Highlights include: • Pioneering Discounts: Explore Allstate’s leading discount strategies for significant savings on supplement premiums. • Innovative Lead Generation: Learn how to leverage these discounts to generate new leads. • Unparalleled Client Benefits: Find out about Allstate’s unique client offerings, including top-notch hearing assistance and fitness program access. • Distinctive Client Advantages: Learn about the unique client benefits that set Allstate apart, including exceptional support for hearing health and fitness. Register today and prepare to be part of an exclusive unveiling that will redefine what you know about Medicare supplements.

Aetna: Medicare Supplement:
2024-04-16 11:00 - 12:30

Make Final Expense Quoting and Underwriting Easier with Prescreen Eligibility
2024-04-16 13:00 - 14:00
Real-time underwriting is a convenient option that can save you valuable time and help maximize the benefit options for your clients. With this feature, you can easily enter and store your client’s health information and medical conditions for quick prescreening to determine the eligible plans. The quote results will be sorted to present the best benefits for the best price. Additionally, the agent can quickly initiate an application from the platform, and once submitted, the policy information will be added to the client’s profile.

The LUMICO Med Supp Spotlight
2024-04-16 14:00 - 15:00
Is your Medicare toolkit fully equipped with some of the most competitive and thoughtfully positioned Medicare Supplements in your market? The Lumico Med Supp is a popular and dynamic choice for brokers and agencies alike, offering competitive rates, a uniquely attractive fitness program, and several value props that you just don’t want to overlook. Join us to learn why you’d rather sell Lumico than have to sell against it!

Illinois Mutual: Successful DI Underwriting
2024-04-16 15:00 - 16:00
Complete and accurate field underwriting is a vital part of successful disability insurance (DI) sales. Join us for tips to elevate your field underwriting skills and learn about the DI underwriting process once an application is submitted. The information in this session is designed to set you and your client up for success before, during and after the underwriting process with Disability Income Insurance from Illinois Mutual.

WoodmenLife's Medicare Supplement Plans
2024-04-17 11:00 - 12:00
Dive into the world of opportunities with WoodmenLife’s newly unveiled Medicare Supplement plans. These plans are a game-changer, promising to revolutionize the way you serve your clients. What Sets WoodmenLife’s Med Supp Plans Apart: • Awarded A+ (Superior) Rating by AM BEST for outstanding financial strength. • Praised with an A+ Rating from the Better Business Bureau for trust and integrity. • Beneficial 10% Household Discount that enhances affordability. • Highly Competitive Rates that stand out in the market. • Simplified and Efficient Streamlined eApp Process. • Lucrative Agent Incentives that reward your hard work. Elevating Client Experience: • Easy Access to Online Legal Templates for personal and family use. • Exclusive Retail Discounts that offer great savings. • Financial Assistance for Natural Disasters, providing peace of mind. Don’t overlook the WoodmenLife product in CSG quoting engines anymore. It’s a valuable asset you’ll want to leverage for your clients. Secure your spot today to bring unparalleled value to your clients with WoodmenLife’s innovative Med Supp plans.

Improve Your Online Presence with Consumer Quoting
2024-04-17 13:00 - 14:00
Integrity’s PlanEnroll Personal Agent Website is designed for health and life insurance agents to educate clients about their insurance options and generate quotes. The website can be shared on social media and email marketing campaigns to reach potential clients.

Illinois Mutual: Digital Tools to Help You Sell! (Live Demo)
2024-04-18 11:00 - 11:30
We’re here to equip you to conduct business more efficiently – both in a virtual arena and face-to-face. Join us for a live walk-through of Illinois Mutual’s online Agent Portal where we will review the online tools available to help you manage and grow your business with Illinois Mutual. During this session we will cover the highlights of the portal, review our illustration software and 5G Quote tool. We’ll even discuss how you can utilize 5G Quote to generate leads from your own website!

Help Your Clients Leave a Lasting Legacy
2024-04-18 12:00 - 13:00
Provide your clients with a free Legacy Safeguard membership, which includes legacy planning, estate planning support, end-of-life planning, guidance, assistance, and support for survivors and their loved ones.

Plan N For The Win!
2024-04-18 14:00 - 15:00
Spring is almost here, but the weather isn’t the only thing that’s changing…the Medicare Supplement market is in flux too, and you know what – we’re EXCITED about it -! Because we know that being partnered with folks like you means that we’re uniquely positioned to spot & capitalize on opportunities that others will miss! With healthcare costs on the rise, senior insurance products like Medicare Supplements have never been more essential…and yet, foreseeable headwinds are likely to through many off course, but not you and me! Join us to learn why Med Supp PLAN N is poised to become a crowd favorite – a growing super star in the senior insurance market place – and to learn how you can become an early adopter and seize this opportunity before the ship has sailed!

Aetna Quote & Enroll Training - Medicare Supplement
2024-04-18 15:00 - 16:30

Illinois Mutual: Path Protector Plus® Whole Life, A Plan for Every Client
2024-04-23 11:00 - 11:30
Join me to learn about Path Protector Plus® Whole Life – 5 plans that can be customized to fit clients across the financial spectrum!

Mastering the Mystery of Med Supps Part 1
2024-04-23 11:00 - 12:00
In Part 1 of the series, we will dive into “Why Medicare supplements in today’s market” and also “Why Medicare supplement sales are so easy”. Why Medicare Supplements in Today’s Market? Explore the growing popularity and essential benefits of Med Supps. Understand how Medigap plans serve as the crucial piece completing Medicare coverage, offering optimal protection and peace of mind. Following our exploration of the marketplace dynamics, we’ll transition into the practical side of Med Supps that makes them an appealing option for agents. Why Medicare Supplement Sales are so Easy? • Discover the straightforward path to successful Med Supp sales. • Learn about the unique advantages that make selling Med Supps a lucrative opportunity, including less regulation, more flexibility, and the simplicity of client and agent education. Seize this unique opportunity to enrich your understanding and elevate your practice in the Medicare Supplement market. Join us for “Mastering the Mystery of Med Supps” and gain a competitive edge and achieve new heights in the insurance industry. Register now and secure your place in this transformative webinar!

Medicare Supplement with MAC
2024-04-23 13:00 - 14:00
Join us for a webinar on the importance of Medicare Supplement in today’s market, featuring insights from Manhattan Assurance Company (MAC). Known for its competitive pricing nationwide and a streamlined application process, MAC stands out in the industry. Established in 1850, MAC’s longstanding reputation as one of the oldest and most dependable companies is a testament to its reliability and expertise. Key Highlights: – Uncover the benefits of Manhattan Life’s exceptional Medicare Supplement plans. – Introduction to MAC’s latest offering: a cutting-edge Short Term Care product, set to revolutionize Longevity Health Planning. This eagerly awaited addition promises significant impacts on the industry. Attend this webinar to gain valuable insights and expand your offerings with MAC’s innovative solutions.

The Art of Presenting Short-Term Care
2024-04-24 14:00 - 15:00
Whether you’re new to the senior market or looking to refine your approach, this webinar zeroes in on the ‘how-tos’ of Short-Term Care, excluding the dense product specifics. Expect to learn: • Strategic use of C.N.A./Fact Finder. • Showcasing the importance of STC. • Breaking the ice gracefully. • Mastering the conversation starter. • Demonstrating the need. Shift your focus from product details to the effective presentation of Short-Term Care in the senior market. Whether you’re new to the senior market or looking to refine your approach, this webinar zeroes in on the ‘how-to’ of Short-Term Care, excluding the dense product specifics. Don’t miss out, register today!

Aetna: Cancer and Heart Attack or Stroke Plus
2024-04-24 15:00 - 16:00

Mutual of Omaha: How to Craft a LTC Quote by Demographics
2024-04-25 11:30 - 12:00, 2024-04-26 11:30 - 12:00
–Illustration for Middle Class, Upper Middle Class, & Affluent
–Which Riders to Utilize and When
–Riders to Stay Away From
–Custom Solution vs Secure Solution
–When to use Life/Rider; Asset Based; Annuity/LTC

Aetna: SSI Agent Website Tutorial
2024-04-25 15:00 - 16:30

Mastering the Mystery of Med Supps Part 2
2024-04-30 10:00 - 11:00
In Part 2 of the series, we will Unlock the Secrets of Identifying Med Supp Clients and Mastering Underwriting! Are you ready to take your knowledge of Medicare Supplements to the next level? Our comprehensive webinar is designed for agents eager to excel in the senior market and Med Supp plans. This session will not only teach you how to identify potential Med Supp clients effectively but also delve into the crucial territory of underwriting. Key highlights include: • Understanding Client Demographics: Gain insights into the demographic nuances of Med Supp clients to tailor your approach effectively. • Exploring Vital Benefits: Learn which benefits are most valued by Med Supp clients to ensure your offerings meet their needs. • Navigating Underwriting Successfully: Discover our newly introduced underwriting strategies to maximize your client’s chances of acceptance. Don’t let this chance slip by to elevate your expertise and operational success. The Ultimate Guide to Identifying and Underwriting Med Supp Clients. Register today to secure your spot in this game-changing webinar!

Aetna: Hospital Indemnity Flex
2024-04-30 11:00 - 12:00

Better Protect Clients by Recognizing Cross-sell Opportunities
2024-04-30 12:00 - 13:00
Integrity offers agents valuable insights into their clients’ Medicare coverage gaps, along with suggestions for ancillary products that can be cross-sold to them. By using our additional quoting and cross-selling tools, you can enhance your selling potential and make the most of every opportunity. To help you develop effective sales strategies, we are joined by Gaylan Hendricks, the Queen of the Bundle.

Aetna: Dental, Vision & Hearing Plus
2024-04-30 13:00 - 14:00

Learn Why Humana Achieve Medicare Supplement is Still A Gamechanger
2024-04-30 14:00 - 15:00
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 Household Discount Industry Leading Incentive program Rate Reductions and Rate Holds Client Value-Adds Don’t miss out on this opportunity to stay ahead in the Medicare supplement industry. Join us to stay updated in the Medicare supplement industry and see how Humana Achieve should be a vital part of your portfolio.

Key Features Driving Agent Success
2024-05-01 11:00 - 12:00
Learn about Integrity’s full technology Suite of Solutions and how the platforms work together to help agents better serve and manage their clients, grow their business and be more efficient. We will highlight 5 key features that are helping agents submit 63% more apps!
