Events for August 20, 2026

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2027 AEP Readiness Training Cross Selling is Vitally Important

2027 AEP Readiness Training – Cross Selling is Vitally Important

Virtual Event

Description: During this webinar, I’ll talk about the importance of talking with every single client about their overall insurance portfolio rather than hyperfocusing on one specific product or line of business. Most appointments are set to assist a client with a specific need. That need was just what gets us in the door. As Brokers, we should always focus on asking questions that lead to potential opportunities or uncover risks ... Read more

Level Funding Plan Refresher

Level Funding Plan Refresher

Virtual Event

Description: Join us for a brief refresher on Level Funding Plans, led by Cory Satlow with Nationwide, covering essential plan structure, key advantages, and effective ways to present these options to clients. This session is designed to reinforce core concepts and help agents feel confident discussing Level Funding in today’s market. Host: Maria Hernandez, Employee Group Benefit Specialist & Aflac Product Specialist – Empower Brokerage Carrier Rep:  Cory Satlow, Nationwide – Sales ... Read more

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