Upcoming Events & Training
CE Course | Employee Leave Considerations
Join Principal's 2 hour CE Course to review leave considerations.
Reasons employees take leave, and how group benefits and leave policies work together. Additional topics include conversion and portability, eligibility, and differences between start-up verses takeover cases.
Final Expense Coaching Call: Free Lead Generation
Join us for a SPECIAL Final expense Coaching Call as we welcome our guest speaker, Shauna Thoresen of Social Waves Media! During this webinar, Shauna is going to show you: How to build a social media presence, produce free social media advertising and promote your business and expertise
Shauna is a wealth of knowledge, full of excitement, and ready to show you how to become a social media sales giant!
Disability policy provisions, and how Mutual of Omaha differentiates in the marketplace
Join us for an informative webinar where we’ll explore the unique disability policy provisions offered by Mutual of Omaha and how they stand out in the marketplace. We will cover key aspects of Mutual of Omaha's disability offerings, including:
• Voluntary enrollment capabilities
• Dedicated Claims Consultant
• Online Employer Portal
• Absence Management
• Definition of Disability
• Partial Disability / Return to Work Incentive
• Trial Work Days
• Individual Continuity of Coverage
• Short-Term Disability Recurrent Disability
• Voluntary Short Term Disability Annual Open Enrollment
Learn about the comprehensive support provided to both employers and employees, from enrollment options to claims management.
More than Medicare with John Terry
If you're intrigued by the profitability of annuities but aren't sure where to get started, join our lunch and learn on June 25th at 11am. Annuity expert, John Terry, will teach Medicare agents how to ask the right questions with their clients, and how to start conversations that open an annuity sales opportunity.
Get to know Beam better
Join us on June 27th at 10 AM for an insightful webinar with Brian Cronin, the Market Development Executive from Beam Benefits. Brian will walk us through the key advantages Beam has to offer and how it can help transform your benefits strategy. Don't miss out on this opportunity to learn from an industry expert!
Medicare Marketing: Organic Growth
Join Christy Wilbert for a valuable webinar where she'll share simple yet powerful techniques to help you grow organically. Discover how taking just a few extra steps can unlock opportunities you may be overlooking. Christy will reveal easy-to-implement strategies that can lead to consistent growth and greater success. Don’t miss out on the "low-hanging fruit" that could make all the difference in your business!
Medicare Marketing: Retention
Join Christy Wilbert for an insightful webinar on the importance of retaining your book of business. Discover simple yet effective strategies to maintain strong relationships with your clients throughout the year. Learn how consistent touches can ensure that, when AEP arrives, your clients will know exactly who to reach out to. Get ahead of the inevitable questions that follow the ANOC letters by staying proactive. This session will equip you with the tools to keep your clients informed and loyal, setting you up for success.
2026 AEP Medicare Connections Conference
Join us for the 12th annual URL Insurance Group Medicare Connections Conference at the iconic Hershey Lodge in Hershey, PA, on September 3rd 2025! This in-person event is all about building connections and boosting your expertise. Here’s what awaits: Keynote speaker: Shauna Thoresen, breakout sessions tailored to the Medicare industry, Ample networking opportunities to connect with fellow agents and industry professionals and much more!
CE Course | Takeover Cases
Join Principal to review things to consider while taking over cases.
Issues to consider to help ensure a smooth transition between carriers.