Join us for a practical conversation on how to host virtual Medicare 101 events that attract more prospects, create more appointment opportunities, and help agents grow beyond the limits of in-person seminars.
In this session, Anna Patrick, Vice President of Sales Enablement and Technology Adoption, sits down with Dustin Alipour, Managing Partner at Integrity, to share why virtual events are worth considering— from expanding your reach beyond a single local market to lowering event costs and making it easier to host consistently.
You’ll also learn proven strategies for planning, promoting, and following up on virtual events that drive results. From timing and format to Facebook promotion, compliance considerations, and post-event follow-up, this session will give you actionable ideas to help you turn educational events into meaningful sales conversations.
Hosting events is one of the most powerful ways to grow your Medicare business – but doing it right requires understanding how to do so compliantly. In this session, you’ll learn how to plan and execute compliant events from start to finish, including the key distinctions between educational and sales events under CMS guidelines, what you can and cannot do at each event type, practical steps for venue selection, event setup, and managing attendance, and how to stay protected while still making a meaningful community impact.
Jayne Rothman, Chief Legal Officer, joins Anna Patrick, Vice President of Sales Enablement & Technology Adoption, to break down the compliance landscape in clear, actionable terms. Together, they’ll equip you with the knowledge and tools to host events in your area with confidence – so you can focus on connecting with beneficiaries and growing your business the right way.