AEP

AEP Follow-Up Kit 2026

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What You’ll Recieve:

✅ Comprehensive Overview Guide: A detailed look at the follow-up process to keep you on track.

✅Quick Reference One-Sheeter: A handy sheet with key information for quick access during follow-up conversations.

✅Prescription Tracker: A practical tool for clients to track their prescriptions and stay on course.

✅Appointment Reminder: A useful leave-behind to encourage clients to book their follow-up appointments.

BONUS! AEP Reflection Worksheet: Take a moment to complete to reflect on your AEP. Identify areas for improvement and refine your strategies for future success. Be sure to review your findings with your sales support team for further guidance.

Better Protect Your Clients with CNA

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December Webcast with Ted Sims

CNA Webcast

Advance your insurance career and client service to new levels by perfecting the art of the Client Needs Assessment (CNA)!

Many agents miss opportunities for deeper client relationships and additional sales due to a lack of thorough client care. Integrity’s expert-led webinars will provide you with the skills to conduct a perfect CNA.

In this educational session, you will learn:

  • How to leverage a CNA

  • Critical information gathering for agent success

  • Gathering the right client information

  • Techniques for accurate needs discovery

  • Crucial components for CNA success

Webcast: Better Protect Your Clients with CNA

December 17th at 11am EST
Register Now!

Download our Client Needs Assessment form here.

Need additional contracts? New to GarityAdvantage?
Contact Tori or Jessie to learn more about expanding your portfolio and working with GarityAdvantage.

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!

GarityAdvantage

Get Contracted today!

November Integrity Agent Playbook

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Tackle Med Supp this AEP with help from this playbook

October Agent Playbook

Download the NEW Agent Playbook Now!

The November version of the Integrity Agent Playbook is ready for you! Inside, discover updated tools and resources crafted to make this AEP season easier and more successful — featuring Medicare Supplement availability charts, commission updates, carrier playbooks, and more.

Take a few minutes to review the newest updates and see what’s highlighted for November— this month’s playbook is filled with information to help you stay ahead.

Agent Playbook Includes:

  • Medicare Supplement Product Availability Chart

  • Carrier Playbooks

  • Hospital Indemnity Charts & Info

  • Dental Availability Chart + Carrier DVH information

  • STC Availability Chart

  • And More!
Access the Playbook

Need additional contracts? New to GarityAdvantage? Contact Tori or Jessie to learn more about expanding your portfolio and working with GarityAdvantage.

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

Jessie Gardner

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!
Get Contracted today!

Client Needs Assessment Mastery (November Webcast)

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CNA Webcast

Advance your insurance career and client service to new levels by perfecting the art of the Client Needs Assessment (CNA)!

WEBCAST
Master the Art of the Clients Needs Assessment
Thursday, November 20th | 11:00AM EST

Many agents miss opportunities for deeper client relationships and additional sales due to a lack of thorough client care. Integrity’s expert-led webinars will provide you with the skills to conduct a perfect CNA.

In this educational session, you will learn:

  • How to leverage a CNA

  • Critical information gathering for agent success

  • Gathering the right client information

  • Techniques for accurate needs discovery

  • Crucial components for CNA success

Download our Client Needs Assessment form here.

Want to learn more? Check the full schedule for carrier specific training!

Need additional contracts? New to GarityAdvantage?
Contact Tori or Jessie to learn more about expanding your portfolio and working with GarityAdvantage.

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

TGlotfelty@garityadvantage.com

Jessie Gardner

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

JGardner@GarityAdvantage.com

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!

GarityAdvantage

Get Contracted today!

IntegrityCONNECT – Feature Highlights New 30-min Webinar Series

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30-min Training Series

IntegrityCONNECT

Join Christina Comerford, National Training Manager, as she highlights IntegrityCONNECT’s newest features. 

IntegrityCONNECT is Integrity’s powerful technology platform built to help you be more successful. Save time, and sell more; agents who use IntegrityCONNECT sell 79% more apps! Tune in to discover IntegrityCONNECT’s most powerful features to get you through this AEP.

NEW: IntegrityCONNECT Feature Highlight Series

Shopper Tags

Wednesday, November 12th, 10AM EST

Identify clients likely to experience plan disruptions so you can prioritize outreach
Register

New Voice Signature & Enrollment Options

Thursday, November 13th, 1PM EST

Submit applications over the phone in one phone call
Register

New Plan Insights

Wednesday 19th, 10AM EST

Provides real-time answers to questions about Medicare Advantage and Part D plans
Register

New Spanish Translation

Thursday, 20th, 1PM EST

Now available in Spanish, use this growth engine to serve clients in local communities
Register

Check our webcast archives for more IntegrityCONNECT training by Christina. Download the one-sheet and guide to get started today.

Donwload One-Sheet

Download Guide

Need additional contracts? New to GarityAdvantage?  Contact Tori or Jessie  to learn how you can get access to IntegrityCONNECT by working with GarityAdvantage.

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!

GarityAdvantage

GarityAdvantage Agencies
800-234-9488

 

Dive into Plan N: The Overlooked Gem Transforming Medicare Supplement Sales💎

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Webcast

Garity Logo
Plan N

Why is Plan N the Hidden Advantage Every Top Agent is Talking About? Discover why it’s surging in popularity!

Join Ted Sims, Integrity’s Partner Sales Manager, for an engaging webinar that dives into the rising popularity of Plan N. Uncover how its typically lower starting premiums, combined with the potential for sustained competitive rates, can deliver value to your clients, boost your business, and strengthen your partnerships with carriers.

The Hidden Gem of Medicare Supplements—Plan N
November 19th, 11AM EST

Plan N is an excellent Medicare Supplement option that offers healthier seniors the advantages of:

  • Potential for more sustainable rates

  • Lower initial rates, often with smaller long-term increases

  • In many cases, significantly lower rate hikes

Want to learn more? Check the full schedule for carrier specific training!

Have questions or curious about how GarityAdvantage can help you grow your Medicare business? Call Tori or Jessie!  Contact Tori or Jessie!

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

Tori Glotfelty

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

Get Contracted today!

Ancillary Edge

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Join us for a new series….

Your Ancillary Advantage

Coming Up: Overview & Cross-Selling Opportunities

Join GarityAdvantage and ManhattanLife for a brand-new webcast series designed to give agents the tools they need to grow through smart cross-selling strategies. Each week, ManhattanLife will spotlight one of their innovative ancillary products, while GarityAdvantage shares actionable ways to integrate them into your sales process.

In our kickoff session, ManhattanLife’s Regional Vice President, Aaron Thompson will provide an overview of their full ancillary portfolio and share more about the company’s mission and approach. Stay for the full session as Christina, our National Training Manager, highlights how to:

  • Identify core plans that may be the perfect fit for cross-selling these ancillary solutions

  • How to use cross-selling tags on IntegrityCONNECT

  • Leverage their seamless integration with Ask Integrity

  • Spot cross-selling opportunities in seconds

Each session will take place live at 11:00 AM EDT, giving you valuable product insights and real-world cross-selling strategies you can use right away.

Overview & Cross-Selling Opportunities

Tuesday, October 14th – 11AM EDT
Register

Ancillary products are vital for expanding your portfolio and addressing your clients’ needs. Take advantage of this unique opportunity to learn about services that complement primary offerings, covering areas such as Cancer Heart Attack and Stroke (CHS), Hospital Indemnity, OmniFlex and Home Health Care.

Coming Up in the Series

Hospital Indemnity Select

Friday, October 24th – 11AM EDT

Learn how this flexible coverage helps protect clients from high hospital costs and why it pairs seamlessly with Medicare Advantage.
Register

OmniFlex 

Friday, October 31st – 11AM EDT

Discover the customizable plan that lets clients choose the benefits they need most.
Register

Home Health Care Select

Friday, November 7th – 11AM EST

See how this plan supports clients who want to recover safely at home while covering key expenses.
Register

Cancer, Heart & Stroke (CHS)

Friday, November 14th – 11AM EST

Explore how this plan provides vital financial protection during serious health events.
Register

Need additional contracts? New to GarityAdvantage? Contact Tori or Jessie to learn more about expanding your portfolio and working with GarityAdvantage.

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

Jessie Gardner

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!
Get Contracted today!

Master the Mystery of Med Sup Integrity Webcast Oct 2025

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New Virtual Training

Master Med Supp

Join Integrity’s Ted Sims for  Mastering The Mystery of Med Supps – Part 1: How to Identify and Underwrite the Med Supp Client & Part 2:  Why Med Supps in today’s market and Why Med Supps are so easy! In these webinars, Ted will dive into the strategies for pinpointing Med Supp clients, crucial for thriving in this market.

In part 1you will learn:

  • Reasons Behind Why: 1 in 3 clients are embracing the power of Medicare Supplements.

  • Compelling Reasons Why: These plans have always been an absolute must-have for anyone seeking optimal protection and peace of mind, as well as why they are one of the easiest products on the market to sell.

In part 2you will learn:

  • To Grasp Key Demographics: Delve into the demographic characteristics typical of Med Supp clients.

  • The Key Points to Make Field Underwriting a Breeze for any agent. Tips, tricks, and guides on taking the stress out of the process of underwriting Medicare Supplement Client

Master the Mystery of Med Supp
Part 1: October 14th | 11:00 AM EDT

Part 2: October 15th | 11:00 AM EDT

UPCOMING OCTOBER CARRIER WEBCASTS

Aflac Med Supp Showcase

Oct 13 | 3:00PM EDT

(NEW) INA Med Supp Showcase

Oct 14 | 3:00PM EDT

WoodmenLife Med Supp Showcase

Oct 22 | 11:00AM EDT

Cigna Med Supp Showcase

Oct 23 | 3:00PM EDT

Bonus Program

Wellabe Med Supp Showcase

Oct 28 | 3:00PM EDT

Humana Med Supp Showcase

Oct 30 | 11:00AM EDT

Want to learn more? Visit our calendar for year round training.

Have questions or curious about how GarityAdvantage can help you grow your Medicare business? Contact Tori or Jessie!

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

Tori Glotfelty

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

recruitment@garityadvantage.com

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!

GarityAdvantage

Get Contracted today!

Master the Art of Clients Needs Assessment – October Webcasts

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CNA Webcast

Better protect your clients and grow your business by conducting a successful Client Needs Assessment (CNA) for the senior client! 

WEBCAST
Master the Art of Clients Needs Assessment
Thursday, October 9th | 11:00AM EDT

Master the Art of Clients Needs Assessment
Thursday, October 23rd | 11:00AM EDT

Elevate your insurance career and client service by mastering the Client Needs Assessment (CNA). Many agents miss opportunities for deeper client relationships and additional sales due to a lack of thorough client care. Integrity’s expert-led webinars will provide you with the skills to conduct a perfect CNA.

In this educational session, you will learn:

  • How to leverage a CNA

  • Critical information gathering for agent success

  • Gathering the right client information

  • Techniques for accurate needs discovery

  • Crucial components for CNA success

Download our Client Needs Assessment form here.

Want to learn more? Check the full schedule for carrier specific training!

Need additional contracts? New to GarityAdvantage?
Contact Tori or Jessie to learn more about expanding your portfolio and working with GarityAdvantage.

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

TGlotfelty@garityadvantage.com

Jessie Gardner

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

JGardner@GarityAdvantage.com

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!

GarityAdvantage

Get Contracted today!

Diversify Your Portfolio with Short-Term Care!

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[October Webcasts]

GarityAdvantage
Diversify with STC

If you’re looking to diversify your portfolio and better serve your clients, Short-Term Care (STC) insurance deserves a spot in your product lineup.

Join Ted Sims, Partner Sales Manager at Integrity Marketing Group, to learn about Short-Term Care (STC)—a critical solution for seniors, with 70% needing it yet less than 30% having discussed it. Whether you’re new to the senior market or sharpening your skills, this session focuses on the how-to of presenting STC effectively, steering clear of complex product details.

WEBCAST

Master the Art of Short-Term Care Conversations: Engage and Better Protect Seniors

Wednesday, October 8th, 11:00AM EDT

Wednesday, October 22nd, 1:00PM EDT

In this webcast, you’ll discover how to:

  • Smart ways to use C.N.A./Fact Finder to uncover client needs.

  • Techniques to highlight the vital role of STC.

  • Graceful ways to break the ice and start the conversation.

  • Proven conversation starters that resonate.

  • Compelling methods to demonstrate the need for STC.

Upcoming Carrier Ancillary Training

Ask the Experts – ManhattanLife’s Short Term Care and Hospital Indemnity Plans

Wednesday, October 29th, 11:00AM EDT

Bankers Fidelity Hospital Indemnity Plans | The Missing Piece for 

Your Clients!

Wednesday, October 29th, 11:00AM EDT

Ready to add STC to your portfolio? Have questions or curious about how GarityAdvantage can help you grow your Medicare business?

Contact Tori or Jessie!

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

Jessie Gardner

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

recruitment@garityadvantage.com

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!
Get Contracted today!

GarityAdvantage Agencies
800-234-9488

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