Training & Events
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Webinar: The Agent Growth Playbook: Post-AEP Strategies, Market Updates, and Income Acceleration
Join Scott and Casey as they discuss how to position your business for a strong year ahead with practical post-AEP strategies, market insights, and proven income-building tools designed specifically for independent health and life agents.
In This Webinar You Will Learn:
Post-AEP Growth & Client Retention Strategies
AEP follow-up best practices, how to use proactive CRM tagging to identify opportunities in IntegrityCONNECT, key indicators in the Medicare Advantage market, and effective Medicare Supplement review conversations to retain and grow your book.
Market, Policy & Commission Updates That Impact Your Income
Updates on NABIP and commission conversations, a practical overview of current developments in Trump’s proposed healthcare framework, and what agents should be watching in the evolving health policy landscape.
Revenue Expansion Across Health, Life & Group Benefits
A fourth-quarter group benefits recap, how to leverage momentum into the new year, and a walkthrough of our Income Accelerator—designed to help agents increase production and diversify income streams.