Sales Trainings

Business Planning and Goal Setting for 2024

This is a FREE class that sets the foundation to working in the Medicare Insurance field. In this class you will learn: the basics on licensing/contracting, setting up an agency, selecting your business partners, staffing, goal setting, what it takes to build a downline, and more.

  • Key items to review when setting business goals for 2023
  • Business planning – How and Why you need to have one
  • Doing a year in review assessment
  • Looking at Your Strengths and Weaknesses
  • Staffing and Agency Next Steps

After registering, you will receive a confirmation email containing information about joining the meeting.

 

You are invited to a Zoom meeting.
When: January 14, 2024 10:00 AM
Register in advance for this meeting:

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You are invited to a Zoom meeting.
When: February 8, 2024 10:00 AM
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You are invited to a Zoom meeting.
When: March 14, 2024 10:00 AM
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You are invited to a Zoom meeting.
When: April 11, 2024 10:00 AM
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You are invited to a Zoom meeting.
When: May 16, 2024 10:00 AM
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You are invited to a Zoom meeting.
When: June 13, 2024 10:00 AM
Register in advance for this meeting:

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You are invited to a Zoom meeting.
When: July 11, 2024 10:00 AM
Register in advance for this meeting:

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You are invited to a Zoom meeting.
When: August 8, 2024 10:00 AM
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Life After AEP - Building & Executing a Marketing Plan

This is a FREE class that sets the foundation to establishing a Marketing Plan. It is imperative that an agent have a structured plan on how you market yourself and your business. This will include understanding the buying habits, budgeting, timing, and most importantly the 3 main silos of marketing and how to build your own lead funnel to maximize your time and every dollar you spend building your business.

  • Building a Marketing Plan
  • Identifying Your Target Audience
  • How to Make the Most of Your Marketing Dollar
  • Buying Habits of Seniors
  • How to Retain Your Clients

After registering, you will receive a confirmation email containing information about joining the meeting.

 

You are invited to a Zoom meeting.
When: December 20, 2023 1:00 PM
Register in advance for this meeting:

Register Now

You are invited to a Zoom meeting.
When: January 17, 2024 1:00 PM
Register in advance for this meeting:

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You are invited to a Zoom meeting.
When: February 21, 2024 1:00 PM
Register in advance for this meeting:

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You are invited to a Zoom meeting.
When: March 20, 2024 1:00 PM
Register in advance for this meeting:

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You are invited to a Zoom meeting.
When: May 15, 2024 1:00 PM
Register in advance for this meeting:

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You are invited to a Zoom meeting.
When: June 19, 2024 1:00 PM
Register in advance for this meeting:

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You are invited to a Zoom meeting.
When: July 17, 2024 1:00 PM
Register in advance for this meeting:

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You are invited to a Zoom meeting.
When: August 21, 2024 1:00 PM
Register in advance for this meeting:

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How to Have the Medicare Sales Conversation

This FREE 2-hour class is designed to teach agents what to do and give a baseline for when:

  • A potential client calls looking for help with Medicare
  • How to whittle your extensive portfolio to a few personalized products for that client
  • What questions to ask compliantly
  • How to conduct the sales appointment
  • What to do after the sale is complete and how to follow up

After registering, you will receive a confirmation email containing information about joining the meeting.

 

You are invited to a Zoom meeting.
When: January 10, 2024 12:00 PM
Register in advance for this meeting:

Register Now

You are invited to a Zoom meeting.
When: February 14, 2024 12:00 PM
Register in advance for this meeting:

Register Now

You are invited to a Zoom meeting.
When: March 18, 2024 12:00 PM
Register in advance for this meeting:

Register Now

 

You are invited to a Zoom meeting.
When: April 16, 2024 12:00 PM
Register in advance for this meeting:

Register Now

You are invited to a Zoom meeting.
When: May 13, 2024 12:00 PM
Register in advance for this meeting:

Register Now

You are invited to a Zoom meeting.
When: June 11, 2024 12:00 PM
Register in advance for this meeting:

Register Now

 

You are invited to a Zoom meeting.
When: July 9, 2024 12:00 PM
Register in advance for this meeting:

Register Now

You are invited to a Zoom meeting.
When: August 14, 2024 12:00 PM
Register in advance for this meeting:

Register Now