Events In-Person and Virtual Events
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Upcoming Events Join us in person or virtually at our training and industry convention events!
Latest Webinars
C-SNP Basics: A Beginner’s Guide for Medicare Agents February 20 | 2pm
Are you new to Chronic Special Needs Plans (C-SNPs) or looking for a refresher on how they work? This beginner-friendly webinar is designed to give agents a solid foundation in C-SNPs, including what they are, who qualifies, and how to effectively present them to eligible clients.
We’ll walk through the core features of C-SNPs, the most common chronic conditions that trigger eligibility, and how to navigate the certification and enrollment process with confidence. You’ll also learn tips for identifying prospects, avoiding compliance pitfalls, and maximizing your impact and commissions in this often overlooked market.
What You’ll Learn:
– What qualifies a beneficiary for a C-SNP and how to verify eligibility
– Key benefits and differences between C-SNPs and standard Medicare Advantage plans
– How to position C-SNPs as a solution, not just a product
– Sales and retention strategies
Whether you’re expanding into Medicare for the first time or looking to round out your toolkit, this session will help you unlock the potential of C-SNPs and better serve a growing population in need.
Selling Medicare Supplements During OEP February 23 | 2pm
Join us for an educational webinar focused on how insurance agents can approach Medicare Supplement sales during the Medicare Advantage Open Enrollment Period (OEP), while remaining compliant and client focused.
This session will clarify what OEP allows and does not allow, how Med Supp conversations fit within this enrollment window, and how to properly identify opportunities without triggering compliance issues. We’ll also cover how to transition conversations from Medicare Advantage reviews to Medicare Supplement discussions when appropriate.
What You’ll Learn:
– What is permitted during Medicare Advantage Open Enrollment Period (OEP)
– How and when Medicare Supplement discussions are allowed
– Identifying clients who may be better suited for a Med Supp plan
– Proper documentation and compliance considerations
– Common pitfalls agents face during OEP and how to avoid them
Whether you primarily sell Medicare Advantage, Medicare Supplements, or both, this webinar will help you navigate OEP confidently and uncover compliant Med Supp opportunities.
Identifying Coverage Gaps in Your Existing Book February 25 | 2pm
Client retention increases significantly when multiple policies are written within the same household. Your existing book of business presents a powerful opportunity to deepen relationships, close coverage gaps, and grow revenue without chasing new leads. In this webinar, we’ll show you how to efficiently identify cross-sell opportunities within your current clients and confidently layer additional policies using simple, compliant processes.
What You’ll Learn:
– How to identify coverage gaps within your existing book
– Tools available to quote and enroll policies over the phone
– Marketing guidance to re-engage current clients
– Practical tips and proven strategies to increase household retention
– Ways to grow revenue while providing more comprehensive protection
Whether you’re focused on improving persistency, increasing policy count, or maximizing the value of your book, this session will give you actionable strategies you can implement immediately.
Boost Your Ancillary Sales with National Care Dental February 27 | 2pm
Discover what makes National Care Dental (NCD) one of the top-rated dental carriers in the market. Backed by MetLife and VSP, NCD offers flexible plans with level-for-Life commissions that help agents build long-term value.
Join us for a quick dive into what’s new, what’s working, and how to grow your ancillary sales with confidence.
