Upcoming Events & Training
Life Markets Master Class: Finding Your Next Client
Where will you find your next client? You've heard the saying, "It's not what you know, it's who you know that matters." During this online Master Class, get tips for starting, building, and nurturing strategic alliances. You will learn: How to identify strategic alliances, ways to create win-win relationships where everyone benefits and building relationships is an ongoing process that requires effort
If you're looking for your next client, or the highly coveted high net-worth client, it starts with relationships.
Aetna AFA Updates
Join us on March 20th at 10 AM for an insightful session with Susan Matinas, Sales Executive at Aetna Funding Advantage. Get the latest updates on Aetna AFA, and learn how these changes can impact your benefits strategy. Don’t miss out on this opportunity to stay informed!
CE Course | FMLA: What it is. How it works.
Join Principal for a 1 hour CE course on FMLA. How the Family and Medical Leave Act (FMLA) works, including strategies employers can use to manage leave of absence programs. *PA License only
Medicare Marketing: Community Events
Join Christy Wilbert for an engaging webinar on the importance of participating in community events. She will cover essential topics such as how to find the right events that align with your goals, how to make your participation impactful and successful, and the best strategies for following up with connections made. Christy will also explore effective marketing techniques to showcase your involvement and amplify your presence within the community. Whether you're looking to build relationships, grow your brand, or make a difference, this webinar will provide actionable insights.
Highmark New Business Overview
Join us for the Highmark New Business Overview webinar on April 21st at 10:00 AM. This session will provide an in-depth look at Highmark's latest business initiatives, including key updates, strategies, and opportunities for growth. Whether you're an existing partner or new to Highmark, you'll gain valuable insights to navigate and leverage upcoming changes.
Geisinger Funding Alternative Overview
Join Geisinger Health Plan on April 30th at 10:00 AM for an overview of their Geisinger Funding Alternative (GFA) product. This webinar will cover how the GFA helps employers manage healthcare costs while offering more flexibility in plan design.
Medicare Marketing: Facebook Leads
Join Christy Wilbert to learn how to use Facebook for Medicare leads. Posting to your personal social media accounts is not doing you any favors for your business. In this webinar, you'll discover effective strategies to reach and engage the right audience, build trust, and convert leads into clients. Let's use these platforms the right way to benefit you and the consumers looking for an expert like you.
TASC: Universal Benefit Accounts
Join us on May 12th at 10 AM for a comprehensive webinar on TASC: Universal Benefit Accounts. Learn how Total Administrative Services Corporation (TASC) offers innovative solutions to streamline benefit management for your organization, providing employees with a more efficient, flexible, and user-friendly experience. We’ll explore the key features of Universal Benefit Accounts and how they can enhance your benefits program. Don’t miss this opportunity to discover how TASC can transform your benefits administration!
Medicare Marketing: Grass Root Marketing
Join Christy Wilbert on June 3rd at 9 AM for an insightful webinar where she will share the successful grassroots marketing techniques used by top-producing agents. Learn how these agents consistently engage their communities and build lasting relationships to drive business growth. Christy will reveal key strategies that can be applied to any business, emphasizing the importance of consistency in achieving long-term success. Whether you're new to marketing or looking to refine your approach, this session will provide valuable insights to elevate your strategy. Don’t miss out on this opportunity to gain actionable tips that can transform your marketing efforts!
Medicare Marketing: Organic Growth
Join Christy Wilbert for a valuable webinar where she'll share simple yet powerful techniques to help you grow organically. Discover how taking just a few extra steps can unlock opportunities you may be overlooking. Christy will reveal easy-to-implement strategies that can lead to consistent growth and greater success. Don’t miss out on the "low-hanging fruit" that could make all the difference in your business!