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Healthy America training

Empower Brokerage Southlake 512 Silicon Dr., Southlake

Description: Join us for an in-person training to cover: Cross-Sell Accident and Sickness Learn how to confidently present Healthy America plans. Master simple conversation starters that lead to appointments. The Problem We Solve Today's consumers face: High deductibles Coinsurance Copays Emergency room expenses Unexpected accidents Lost income from missed work Even clients with ACA plans or employer coverage often have significant out-of-pocket exposure. Host: Kelli Grimes, Regional Sales Director - ... Read more

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

August Life Insurance Trainings – Pan American Life

August Life Insurance Trainings 2026
Virtual Event

August Life Insurance Trainings are held on Thursdays at 1 o’clock Central.  This session helps organize life agents with tools as enrollment season is around the corner.  Whether for term, final expense, or cash accumulation, the featured life carriers provide you with options to choose from. August 13th Empower Brokerage Agent Portal, navigating the website for life insurance production essential resources.  Enrique Torres, Life Insurance Specialist. August 20th Pan American ... Read more

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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