• 2027 AEP Readiness Training – How to Build a Marketing Plan

    Virtual Event

    Description: This training will go over in detail the process of building an effective marketing plan for the Medicare AEP. We’ll discuss goal setting, working backwards to make a roadmap showing what it takes to reach your goals, and a more detailed roadmap showing what activities and strategies you’ll use to move along that path. Knowing what you want to achieve is the first thing. Knowing how much business you'll ... Read more

  • 2027 AEP Readiness Training – How to Complete a Medicare Review Fact Finder

    Virtual Event

    Description: During this training, I will go over the Empower Medicare Review Fact Finder and how to effectively use it when meeting with a potential client. The Empower Medicare Review Fact Finder helps Agents gather important information needed to run a thorough Medicare Review, but also gathers key information that can be used to sell multiple additional products. Host: Codey Loveless, Regional Sales Director - Empower Brokerage 10 AM (PST)

  • 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

  • 2027 AEP Readiness Training – Series Summary & Put it all together

    Virtual Event

    Description: This webinar will conclude our AEP Readiness Training Series. This 8 Part Series went over: 1. Medicare Basics/Medicare 101 2. Completing Medicare Reviews in SunFire and CSG Actuarial 3. Medicare Alpha Leads 4. Grassroots Marketing/Event Marketing 5. Building a Marketing Plan 6. Completing a Medicare Review Fact Finder 7. The Importance of Cross Selling 8. Series Summary & Review On this webinar, we’ll briefly review highlights of each topic ... Read more

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