Savers Marketing

Aetna Quote & Enroll Training - Medicare Supplement
2024-03-26 15:00 - 16:30, 2024-04-18 15:00 - 16:30 (America/New_York)

PlanEnroll | Personal Agent Website
2024-03-27 11:00 - 12:00
Integrity offers Health and Life agents their own PlanEnroll Personal Agent Website to use to educate clients on their health and life insurance options and run quotes. Clients can create their own PlanEnroll account on your website to share health information with you. Client data seamlessly integrates with Integrity Contacts.

Mutual of Omaha: Long Term Care Webinar
2024-03-27 11:30 - 12:30
LTC-Laying out a Plan & Product Training
-How to have the Conversation
-Why NOT to Self-Fund an LTC Event
–LTC Statistics
–Cost of Care and impact to client’s Family & Finances
–Simple 3-Step LTC Sales process
–Review of Traditional LTC Products–Secure Care and Custom Care
–Tax Favorability
–Underwriting Tips
–Q & A

Take better care of your clients by unlocking the power of a Client Needs Assessment.
2024-03-27 14:00 - 15:00
Join us for an exclusive webinar that will empower you to enhance your insurance career and prioritize your clients like never before. Discover the secret to success by incorporating a Client Needs Assessment (CNA) into your toolkit, ultimately boosting your ancillary sales. During this session, we will delve into: – Unlocking the Power of a Successful CNA – Essential Information to Seek – Proven Sample Questions – Uncovering Client Needs Effectively – The Key Ingredients for Success Secure your spot and save the date for this invaluable information showcase. Register now to transform your insurance practice!

Illinois Mutual: Digital Tools to Help You Sell! (Live Demo)
2024-03-28 11:00 - 11:30, 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!

How to Present Short-Term Care
2024-03-28 14:30 - 15:30
New to the senior market or looking to learn about Short-Term Care products for your clients? This is the Webinar for you. We are not going to dive into product details as much as highlight the How-To aspects of this must have product for seniors! In this Can’t miss event for the Senior Market Agent, we will discuss: -Who Needs Short-Term Care? -How Much do they need? -How to present STC to your client. Don’t miss this opportunity to help you learn more about the Short-term care market to better protect your clients. Register today!

Aetna DSNP Training Sessions
2024-04-01 08:00 - 2024-04-05 23:00
Now Available: Additional Aetna D-SNP Training Sessions! Aetna has scheduled three additional training sessions to showcase content improvements that will help further position you and your teams for success.

The Aetna D-SNP Difference: Agents who are already selling D-SNP should attend this session to understand why Aetna could be a top choice for their clients.
D-SNP Fact or Fiction: Agents that have not started selling D-SNP should attend this session to learn how this product could be a good addition to their portfolio.

Agents who attended one of these training sessions in September saw a 10x increase in their year-over-year D-SNP production during AEP.
Aetna’s D-SNP Training sessions will be available as follows:

Monday, April 1st — Friday, April 5th
Viewing times scheduled on-demand between 7 AM and 11 PM EST
Access to registration and training can be found at the link below

CSG App New User Overview Training
2024-04-03 11:00 - 12:00
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.

Gain Access to Exclusive T65 Medicare Leads
2024-04-03 14:00 - 15:00
PlanEnroll’s 2024 Age-In campaign is now live and makes connecting to new clients easy! Gain access to more people turning 65, who need help with Medicare enrollment, by joining the PlanEnroll Agent Network.

Aetna: SSI Agent Website Tutorial
2024-04-04 11:00 - 12:30

"Revolutionize Your Portfolio with Ace: The Ultimate Medicare Edge!"
2024-04-09 11:00 - 12:00
Elevate Your Offering with the Ace Edge – The Ultimate Portfolio Booster! Dive into a dynamic webinar showcasing Ace’s unbeatable rates and unparalleled brand strength, a favorite among 93% of Fortune 1000 companies. By webinar’s end, you’ll be primed to join and propel your offerings with Ace’s top-tier Medicare Supplement solutions. Here’s Your Sneak Peek: • Unmatched Rates • Strong Brand Prestige • Attractive Year-Round Incentives • Streamlined Business Processes Seize this game-changing opportunity to enhance your portfolio with Ace. Secure your spot today and lead the charge in transforming Medicare Supplement offerings!

Illinois Mutual: The Flexibility of Path Protector Plus® Term Life
2024-04-09 15:00 - 15:30
When you talk to your clients about their insurance needs, you’re helping them protect their path in life. Path Protector Plus Term Life gives them the flexibility to choose how their life insurance can work for them no matter the pat they’re on. Join me to learn about Term Life Insurance and Return of Premium Term Life Insurance from Illinois Mutual and how our plan options can help you build a plan for your client’s various life insurance needs!

Rate Adjustments, Loss Ratios and Household Discounts
2024-04-10 12:00 - 13:00
Quote more than just a monthly Medicare Supplement premium using the CSG App. View rating classes, age increases, policy fees and underwriting. Create comparisons across plans and carriers.

The AFLAC Medicare Supplement Showcase
2024-04-10 13:00 - 14:00
“Unlock Your Potential: Join the Aflac Medicare Supplement Showcase” Attending the Aflac Medicare Supplement webinar is a must for agents looking to elevate their portfolio and strengthen client relationships. Here’s why it’s a must add brand: • Embrace a Trusted Brand: Explore how Aflac’s stellar reputation can boost client trust effortlessly. • Competitive Rates: Delve into Aflac’s compelling pricing compared to industry leaders. • Maximize Earnings: Dive deep into lucrative incentives that can supercharge your earnings with Aflac. Tired of the struggle to sell unfamiliar Medicare Supplements? Aflac’s brand, known to 87% of seniors, simplifies client conversations. Register today! This webinar will leave you inspired to enrich your portfolio with Aflac, a groundbreaking force in the world of Medicare Supplements. Get ready to present this game-changing opportunity to your clients and watch your success soar.

Conducting a successful Client Needs Assessment (CNA) for the senior client!
2024-04-10 14:00 - 15:00
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.

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!

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!
