SALES EVENTS

How to Have the Medicare Sales Conversation

This FREE 2-hour class is designed to teach agents what to do and give a baseline for when:

  • A potential client calls looking for help with Medicare
  • How to whittle your extensive portfolio to a few personalized products for that client
  • What questions to ask compliantly
  • How to conduct the sales appointment
  • What to do after the sale is complete and how to follow up

After registering, you will receive a confirmation email containing information about joining the meeting.

You are invited to a Zoom meeting.
When: September 14th 3:00 PM
Register in advance for this meeting:

Register Now

You are invited to a Zoom meeting.
When: September 20th 9:00 AM
Register in advance for this meeting:

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You are invited to a Zoom meeting.
When: September 30th 11:00 AM
Register in advance for this meeting:

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You are invited to a Zoom meeting.
When: October 22nd 1:00 PM
Register in advance for this meeting:

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Business Planning and Goal Setting for 2021

This FREE 2-hour webinar will cover my thoughts on:

  • Key items to review when setting business goals for 2021
  • Business planning – How and Why you need to have one
  • Doing a year in review assessment
  • Looking at Your Strengths and Weaknesses
  • Staffing and Agency Next Steps

After registering, you will receive a confirmation email containing information about joining the meeting.

You are invited to a Zoom meeting.
When: September 1st 1:00 PM
Register in advance for this meeting:

Register Now

You are invited to a Zoom meeting.
When: December 13th 10:00 AM
Register in advance for this meeting:

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Life After AEP - Building & Executing a Marketing Plan

This FREE 2-hour webinar will cover:

  • Building a Marketing Plan
  • Identifying Your Target Audience
  • How to Make the Most of Your Marketing Dollar
  • Buying Habits of Seniors
  • How to Retain Your Clients

After registering, you will receive a confirmation email containing information about joining the meeting.

Check back again for additional dates.

Getting Started in Medicare Sales

This FREE 1-hour webinar will cover my thoughts on:

  • Why should you look at selling Medicare products?
  • Is it really THAT profitable?
  • What do you need to get started?
  • What kind of expenses and staffing is involved?
  • How do you get started and what is the ideal timeline?
  • What are the next steps?

After registering, you will receive a confirmation email containing information about joining the meeting.

Check back again for additional dates.

TIME! – Time Management for Agents

This FREE 1-hour webinar will cover:

  • What should you focus on daily, weekly, monthly
  • How do you achieve your long term goals with small steps

After registering, you will receive a confirmation email containing information about joining the meeting.

Check back again for additional dates.

Putting the Pieces of the Dual Market Together

This FREE 3-hour training will cover:

  • What makes working DSNP market special?
  • How do you sell DSNP plans?
  • What is MyCare Ohio and how does it coordinate?
  • How do you market to this group and more

After registering, you will receive a confirmation email containing information about joining the meeting.

Check back again for additional dates.