Savers Marketing & Pinnacle Benefits Training Calendar

--Learn the Basics of Long Term Care --Review the 3 Main Components of Coverage --What is Appropriate LTC Coverage --How to Craft an Illustration --Which Creative Riders do I Utilize & When --How to Field Underwrite --Q & A

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 Contact Management.

Don’t miss this opportunity to help grow your business, become a better insurance professional, and serve your clients better. In this training, we will discuss the process around becoming successful using a Client Needs Assessment as part of your took kit to better serve your clients. Topics will include: What makes a CNA successful? What […]

During this eye-opening event, we will dive deep into the reasons why Medicare Supplement sales have become a goldmine for agents like yourself. Here's a glimpse of what you can expect: Unparalleled Opportunity Keys to Success Simple Client and Agent Education Less Regulation, More Flexibility Low Maintenance Join us at this event and take the […]

--Learn the Basics of Long Term Care --Review the 3 Main Components of Coverage --What is Appropriate LTC Coverage --How to Craft an Illustration --Which Creative Riders do I Utilize & When --How to Field Underwrite --Q & A

Work when you want, from where you want. Get all the features that help Life and Health agents succeed — straight from your Apple and Android devices. This training will show agents how to navigate the Mobile App, add contacts from their cell phone and take advantage of Ask Integrity — AI digital assistant.

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 better understand Medicare trends and enrollment data. Agents will use the? CSG APP for all their Medicare Supplement quotes and enrollments. The training will focus on Medicare […]

Join us for the Alignment Health 2024 Product Training this Thursday, March 7th. We will be discussing all the benefits of our plans including: Chronic Special Needs Plan for Heart and Diabetes DSNP HMO PPO No preregistration required. Just click the link at the time of the webinar and use passcode sbXNXU to join.

Manhattan Assurance Company (MAC) has one of the easiest one-page E apps in the industry and year-round bonus programs. Join us to find out why you should add MAC to your toolkit and grow your sales even more.

Serve clients more efficiently! Integrity’s technology for Life and Health agents provides everything agents need to easily manage their clients. At-a-glance client tracking helps agents understand and meet their clients’ needs faster. Client management has never been easier! Agents can enter health information, set reminders, track activity, policy details and connect with their clients.

Learn how to enter a client’s prescriptions, providers, and pharmacy to ensure an accurate Medicare Advantage & PDP quote. See how Ask Integrity’s built-in Specialist Recommendations uses client and plan data to help match clients with plans or providers to better support their conditions. This training will review the quote results page, how to submit […]

Agents will use the CSG APP inside MedicareCENTER & LifeCENTER to quote and compare Medigap plans. This training will show agents how to run and compare plans and define household discounts, rating classes, loss ratios, age increases, rate adjustments and much more. We will demonstrate how to apply for a Med Supp plan using the […]

"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 […]

Formerly known as Medico, the Wellabe Medicare Supplement means competitive rates, strong agent support, and outstanding customer service...and that's not all... Join us to learn why Wellabe deserves a prime spot in your Med Supplement tool kit!

Utilizing electronic applications results in a faster underwriting decision by assisting you in submitting a fully completed application. Join us for a walk-through of Illinois Mutual's electronic application software where we will show you tips to help create a smooth experience for yourself and your client when applying for insurance with Illinois Mutual.

Join me to learn about Path Protector Plus® Whole Life – 5 plans that can be customized to fit clients across the financial spectrum. During this session, we will also cover our Simplified Issue Whole Life plan option as well!

Learn about the benefits of becoming a PlanEnroll Network Agent and the steps you need to take to receive real-time Medicare and/or Final Expense leads from PlanEnroll.com.

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 […]

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. · […]

The Final Expense quoting experience for agents just got easier. Agents can enter their client’s health information and conditions to view eligible plans. Quote results will be sorted to present the best benefit for the best price. Agents can quickly start an application from the platform. After submission, policy information will be added to the […]

Learn how to effectively cross-sell Dental and Hospital Indemnity plans to your Medicare clients utilizing the CSG agent quoting tool. Stack Medigap plans alongside DVH plans using Universal Comparison Tool. Show clients how Hospital Indemnity pairs well with Med Adv and fills their coverage gaps.

Join us for an exclusive showcase revealing the best-kept secret in the Medicare supplement industry! This event is a must-attend for anyone eager to enhance their portfolio with a standout product. Discussion points to include: Innovative Stackable Discounts: Learn about Allstate's pioneering approach that offers up to 25% savings on Medicare supplement premiums. Lead Generation: […]

New to Medicare Supplements or the Senior Market? join our webinar to excel in identifying Med Supp clients! In this webinar, we'll dive into the strategies for pinpointing Med Supp clients, crucial for thriving in this market. You'll learn to: - Grasp Key Demographics: Delve into the demographic characteristics typical of Med Supp clients. We'll […]

Learn how to initiate, record, store and listen to your sales calls. We will provide best practices and troubleshooting with your free Call Recording Phone Number. See a demo of how Ask Integrity can summarize and transcribe your calls. Learn how to send, track, and store your Appointments. SOAs are pre populated and can be […]

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.

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

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 […]

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 […]

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, […]