SALES TRAININGS

Business Planning and Goal Setting for 2023

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

  • Key items to review when setting business goals for 2023
  • 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: December 16th 1:00 PM
Register in advance for this meeting:

Register Now

You are invited to a Zoom meeting.
When: January 3rd 10:00 AM
Register in advance for this meeting:

Register Now

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.

You are invited to a Zoom meeting.
When: December 19th 1:00 PM
Register in advance for this meeting:

Register Now

You are invited to a Zoom meeting.
When: January 12th 10:00 AM
Register in advance for this meeting:

Register Now

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.

Check back again for additional dates.

 

Educational Videos