Upcoming Events & Training
How to Generate Your Own Exclusive Facebook Leads
Join Christy Wilbert (Medicare Offerings SVP) and Shauna Thoresen (CEO & Founder of Social Waves Media) to learn how to generate your own exclusive Facebook leads and discover the 3 keys to a successful lead generation campaign.
In this training you will learn:
✅ The exact system to generate your own exclusive leads who schedule their own appointment with you.
✅ The 3 keys to a successful insurance lead generation campaign
✅ Examples of high converting ads
✅ The best social media platform for insurance agents
✅ How Facebook advertising has changed (and what that means for you as an agent)
The Pre-AEP Gameplan
Are you ready for AEP 2025? Did you complete your AHIP and carrier certifications? It's okay if you're still in the midst of doing all of that, but it is very important to have a gameplan. That is why you need to join us for "The Pre-AEP Gameplan." We will cover: The importance of diversification, cross-Selling compliance, uncovering additional opportunities to serve seniors and FREE tools and resources.
Let's strategize and discover areas you're leaving money and opportunities on the table!
Physicians Mutual Overview
Join us on August 29th at 10 AM for the Physicians Mutual Overview webinar, where we’ll explore the key products, services, and benefits offered by Physicians Mutual. Whether you're new to the company or looking to deepen your knowledge, this session will provide valuable insights to help you serve your clients with confidence.
2026 AEP Medicare Connections Conference
Join us for the 12th annual URL Insurance Group Medicare Connections Conference at the iconic Hershey Lodge in Hershey, PA, on September 3rd 2025! This in-person event is all about building connections and boosting your expertise. Here’s what awaits: Keynote speaker: Shauna Thoresen, breakout sessions tailored to the Medicare industry, Ample networking opportunities to connect with fellow agents and industry professionals and much more!
CE Course | Takeover Cases
Join experts from Principal for an informative webinar focused on the key factors to consider when taking over existing cases from another carrier. This session will cover best practices for managing transitions smoothly, identifying potential pitfalls, and ensuring client needs are met during the change. Whether you're new to case takeovers or looking to refine your process, this discussion will provide valuable insights to help you navigate the transition with confidence.