BROKER EVENT CALENDAR

Workshops, Training Webinars, Lunch & Learns, Clinic Tours, Kit Pick-ups, and Broker Appreciation Events by Carriers, Clinics, and Carothers.

 

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Filtering by: “SALES STRATEGIES”

An Easy Bridge to Cross - Cross-selling to Medicare Clients
Feb
4

An Easy Bridge to Cross - Cross-selling to Medicare Clients

Naturally approach life insurance conversations with existing Medicare clients, using simple, guaranteed products that address final expenses and legacy planning.

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Sales Ideas for Selling Children's Life Insurance Policies
Feb
4

Sales Ideas for Selling Children's Life Insurance Policies

Learn how to position children’s life insurance as a simple, affordable way for families and grandparents to protect a child’s future by locking in lifelong coverage early.

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Sales that Stick: Retention Strategies for Brokers
Dec
17

Sales that Stick: Retention Strategies for Brokers

Building a retention strategy is crucial in building your client base – not only in retaining your clientele but also in gaining referrals all year-round. Join us to learn how to develop your plan to grow your business.

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Market Disruption Series - 2025 Before the Dust Settles- SAR/OEP Opportunities
Dec
16

Market Disruption Series - 2025 Before the Dust Settles- SAR/OEP Opportunities

We know AEP is still ringing in everyone's ears, but there is a lot of business still on the table! Learn how to make the most of the continued Service Area Reduction SEP, and carry that momentum into OEP in 2026! We'll cover the continued Medicare Supplement market opportunities, how to market compliantly during OEP, and finding opportunity in unlikely places. Let's make 2026 your biggest growth year yet by setting you up for a successful Q1 today!

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Understanding the Medicare Advantage Open Enrollment Period
Dec
16

Understanding the Medicare Advantage Open Enrollment Period

Even after AEP ends, you still have an opportunity to grow your business! Join us for OEP training to help you understand how you can leverage the OEP enrollment period to grow your book of business as we begin the new year.

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Understanding the Medicare Advantage Open Enrollment Period
Dec
10

Understanding the Medicare Advantage Open Enrollment Period

Even after AEP ends, you still have an opportunity to grow your business! Join us for OEP training to help you understand how you can leverage the OEP enrollment period to grow your book of business as we begin the new year.

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How to position HealthSpring Flexible Choice Dental, Vision & Hearing plan
Dec
9

How to position HealthSpring Flexible Choice Dental, Vision & Hearing plan

Frequently, members may have medical coverage that does not offer dental, vision, and/or hearing benefits. Join our session to discover how our "all in one" plan can pair well with any medical plan to help provide complete coverage.

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Sales that Stick: Retention Strategies for Brokers
Dec
9

Sales that Stick: Retention Strategies for Brokers

Building a retention strategy is crucial in building your client base – not only in retaining your clientele but also in gaining referrals all year-round. Join us to learn how to develop your plan to grow your business.

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