Upcoming Events & Training
Lunch & Learn: Boost Your Book
Join us for an exclusive lunch and learn specifically for Medicare advisors looking to expand their offerings and increase revenue. Discover how adding final expense, annuities, long-term care and single-premium life products will better serve your clients and boost your book of business. What You'll Learn: How to cross-sell final expense to existing Medicare clients, harness the power of annuities in retirement planning and income security, why long-term care is a must-have conversation and how single-premium life is a tax-efficient wealth transfer tool.
You will take away proven strategies that will increase client retention and referrals which will grow your revenue.
Learn more about LifeSecure
Join us on August 4th at 10 AM for an engaging webinar focused on how LifeSecure can support both your individual and group clients. We'll share valuable tips, insider tricks, and a comprehensive product overview to help you better understand and position better solutions.
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.
Life Markets Master Class: Pre-funding Retirement Taxes
For many people, taxes in retirement can be one of the largest expenses. That's because retirement distributions are taxed at ordinary tax rates. Funding an asset like life insurance is a perfect way to pre-fund future taxes. We will show you how life insurance will: Ensure families are protected, set up a "financial reserve" to pay taxes in retirement, pre-pay the beneficiary's taxes and leave a tax-efficient legacy.
Join us and learn how it works and the 3-steps it takes to put the plan in motion.
The Pre-AEP Gameplan
Are you ready for AEP 2025? Did you complete your AHIP and carrier certifications? It's okay if you're still in the midst of doing all of that, but it is very important to have a gameplan. That is why you need to join us for "The Pre-AEP Gameplan." We will cover: The importance of diversification, cross-Selling compliance, uncovering additional opportunities to serve seniors and FREE tools and resources.
Let's strategize and discover areas you're leaving money and opportunities on the table!
Physicians Mutual Overview
Join us on August 29th at 10 AM for the Physicians Mutual Overview webinar, where we’ll explore the key products, services, and benefits offered by Physicians Mutual. Whether you're new to the company or looking to deepen your knowledge, this session will provide valuable insights to help you serve your clients with confidence.
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 experts from Principal for an informative webinar focused on the key factors to consider when taking over existing cases from another carrier. This session will cover best practices for managing transitions smoothly, identifying potential pitfalls, and ensuring client needs are met during the change. Whether you're new to case takeovers or looking to refine your process, this discussion will provide valuable insights to help you navigate the transition with confidence.