Upcoming events.
Annuities 101
When meeting with a Medicare beneficiary learn what are the necessary and most effective questons to ask? What order do I ask them and why?
PIR Medicare Sales Institute
New agents come and learn it all in just 1.5 days. Learn all 6 weeks of training material in a condensed and interactive in-person environment.
2/11/25 9am to 4pm and 2/12/25 from 9 to Noon.
News / Updates
When meeting with a Medicare beneficiary learn what are the necessary and most effective questons to ask? What order do I ask them and why?
LIS DSNPS
Alphabet soup. What is Low Income Subsidy? How do I sell insurance to people with no money or assets?
Login to Portals & Tracking New Clients, Call the Client & Retention Services
Computers, love 'em, hate 'em. How can I use them easily to increase my efficiency and effectiveness as an agent?
Cross Selling Ancillary Products & Positioning
When meeting with a Medicare beneficiary learn what are the necessary and most effective questons to ask? What order do I ask them and why?
Client Database Management
How do I use information to increase client retention and get referrals? Click by click, step by step, learn how to use our tools.
Lead Generation
What are the best ways to find people to talk to? How much do they cost? Can someone show me how to do this?
Quoting Tool & Medicare Center
How do I acutally enroll someone? How can I save time and utilize technology to help more people faster?
Election Periods
SEP, AEP, OEP, and IEAP; when can I help someone off AEP? What are the 53 Special Election Periods? How much time to people have to make a decision and how do I complete the application correctly?
MAPD vs Supp
Take a deep dive and swim in the weeds. Everybody enrolls in one or the other of the two Medicare routes. What Gaps in coverage are there with either route? What advantages or disadvantages are there? How do I help guide someone to their most suitable plan?
Fact Finder & Flip Chart
When meeting with a Medicare beneficiary learn what are the necessary and most effective questons to ask? What order do I ask them and why?