SALES TRAININGS

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: May 12th 9:00 AM
Register in advance for this meeting:

Register Now

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

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You are invited to a Zoom meeting.
When: July 21st 9:00 AM
Register in advance for this meeting:

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You are invited to a Zoom meeting.
When: August 17th 10:00 AM
Register in advance for this meeting:

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Business Planning and Goal Setting for 2022

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

  • Key items to review when setting business goals for 2022
  • 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: April 12th 9:00 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: April 21st 9:00 AM
Register in advance for this meeting:

Register Now

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 Management - 7 Habits of Highly Effective People

This 7 hour webinar will cover:

You have asked, "How can do manage all that you do and still reach your goals?" The answer is simple, 20 years ago I took this course.

This will be a customized virtual workshop for those that attend where we will focus on developing short, mid-range, and long-term goals. Then learn how to organize your day, week, month and beyond in order to achieve them.

Franklin Covey is the industry leader when it comes to personal development, and we have partnered together to offer this one-day workshop for you to take your business to the next level. All of their material is licensed and proprietary. This is why this class has a fee that goes directly to paying for a portion of the class.

To reserve your seat, we are asking $210 per person. Normally, this class goes for $399.
You will also get access to the video and online library of materials (All Access Pass) and follow-up items for a year after.
Reserve your spot today!

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

You are invited to a Zoom meeting.
When: April 28th 9:30 AM - 4:30 PM
Buy your Tickets in advance for this meeting:

Buy Tickets

Medicare Supplement Sales

This FREE 1-hour class is designed to teach agents what to do and give a baseline for when:

  • What's the difference between Medicare Supplements?
  • What are the rules around enrollment and underwriting?
  • How do you sell Med Supps and more

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

Check back again for additional dates.

 

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