Savers Marketing & Pinnacle Benefits Training Calendar

How much time do you think it would take you to quote all your clients and leads? What if I told you it should only take less than a minute? Join us to see how!

With more choices than ever before, your clients will thank you for showing them Path Protector Plus Term, a flexible product that can be custom fit to their coverage needs no matter what path they're on. Join me to learn how!

Join me for an upcoming 'refresher' training session for AARP® Medicare Supplement Insurance Plans, insured by UnitedHealthcare® Insurance Company. This one-hour session will cover frequently asked questions about the plans in North Carolina, including popular topics such as: Rating Underwriting Guaranteed Issue Helpful Resources Market opportunities and much more!

Are you only half-covered? You are if you have health insurance but not disability income insurance (DI). With DI from Illinois Mutual, YOU receive a benefit to help pay your monthly living expenses if an income-interrupting illness or injury prevents you from working. DI can help you cover your mortgage or rent, utilities, groceries and […]

Queen of the Bundle Gaylan Hendricks, CEO of Senior Security Benefits, Inc., will be joining us as we discuss effective ways to cross-sell. Gaylan will be coaching us on how to take care of your clients with multiple products. We will demonstrate how to quote these products in the CSG APP. This is one you […]

Serving your clients goes beyond just providing them a rate, and that is why CSG is more than just a quoting tool. Learn more about a company's rate adjustment history, enrollment data, underwriting rules and much more. Educate yourself and your client to make the best decision.

We are pleased to now offer New Era health products including the popular Health Saver Plus Gold Fixed Benefit Plan, one of the most benefit-rich hybrid products available on the market. Join us for this webinar presented by John Ferenchik of New Era where we will review how the New Era product line can help […]

Join me to learn about Path Protector Plus® Whole Life – 5 plans that can be customized to fit clients across the financial spectrum!

With more choices than ever before, your clients will thank you for showing them Path Protector Plus® Term, a flexible product that can be custom fit to their coverage needs no matter what path they're on. Join me to learn how!

Carrier Competitive Heat Maps are a quick and easy way to see how competitive a carrier is without having to run multiple quotes. Track how a carrier's competitiveness changes over time as new companies come into the market or take rate adjustments. Sell in multiple states? These maps are a must-have to understanding where your […]