Marketing

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

ReminderMedia Webinar 8.7.25

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Free Referral Cards When Registered

Retain & Gain

Stop losing clients to the competition – join us for an exclusive webinar to discover how ReminderMedia’s Custom Magazine Service can help you build stronger relationships and keep you top of mind with your clients year-round. 

  • Keep Clients Engaged: Learn how to stay top of mind and build stronger relationships with your clients and their families—ensuring they don’t turn to the competition.
  • Lead Generation Strategies: Learn how ReminderMedia helps generate referrals through meaningful, personalized touchpoints.
  • Compliance-Friendly Marketing: Stay CMS compliant while delivering value to your clients.

Join Garity’s Marketing Director Amy Donahue, and ReminderMedia’s Senior VP of Business Development, Andrew Saksa, for this insightful update on how you can leverage this powerful tool for success in 2025 and beyond.

PLUS, this year ReminderMedia is a proud supporter of the Pink Fund. To help the Pink Fund’s ongoing effort, ReminderMedia will donate $10,000 and an additional portion of proceeds from any new customers that go to print during their Pink Edition—which include options for breast cancer awareness and autumn—to the organization.

Register Today and Download Free Printable Referral Cards

Webcast: Retain and Gain Clients with Custom Magazines

Thursday, Aug 7th, 2025 

1:00 PM EST
RSVP NOW

Referral Cards!

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!

Meet: AcquireUp

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Webcast: Meet AquireUp: A Digital Marketing Strategy for T65 Educational Seminars

Save Your Spot

Discover What Top Medicare Agents Are Doing Differently with Seminar Marketing

If you’re actively running seminars, you’re already ahead of the game. But what if the difference between a room full of leads and a room full of clients came down to just one strategy switch?  

Join us for a short, high-impact webinar designed for agents like you who are looking for new ways to reach prospects through T65 Educational Seminars.

Whether you’re frustrated with cold leads or tired of spinning your wheels with outbound calls, this session will show you a proven model that gets results.

Save Your Spot:

Meet AquireUp: A Digital Marketing Strategy for T65 Educational Seminars

July 16th, 1:00 – 1:30PM EDT

Why You Should Attend (Especially If You’re Not Running Seminars Yet):

Seminars are still the #1 way to get in front of your exact target demographic, deliver a compelling message in one sitting, and walk away with multiple appointment-ready prospects. If you’re not using seminars yet, this is a must-attend session. Skip the cold calls and chase, the data shows this works.

What You’ll Learn During the Webinar:

  • How AcquireUp’s real-time, proprietary data is updated every 30 days from the nation’s largest, most reliable data sources

  • How we help you avoid “full room, low ROI” events by improving audience targeting and conversion timelines

  • How our streamlined platform, LeadJig, gives you live RSVP tracking, demographic info, contact details, and even hobbies/interests to build instant rapport

  • How we automatically collect permission-to-contact pre-event so you can focus on the presentation and less on paperwork

Exclusive Bonuses:

Agents who REGISTER will receive AquireUp’s Seminar Planning Calendar:

 

Our proprietary calendar helps you select the most optimal event dates year-round, based on holiday patterns

Agents who ATTEND will receive AcquireUp’s Medicare Seminar Marketing Playbook:

 

Built from 20,000+ Medicare seminars over 8 years, this insider guide gives you the best practices and real-world data to help you execute smarter campaigns and avoid costly mistakes.

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!
Get Contracted today!

Meet LPi: A Hyperlocal Marketing Strategy for Agents

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Looking for new ways to grow your Medicare business?

Save Your Spot

Looking for new ways to grow your Medicare business?

We’ve partnered with LPi, the nation’s leading provider of church and community bulletin advertising, to help you connect directly with engaged, local seniors and families — both in print and online. Join Amy Donahue, Garity’s Marketing Director, and Mark Daniel, LPi’s Inside Sales Manager, for a quick 30-min webcast as they roll out this exciting new partnership.

They’ll discuss how LPi works with you to:

  •  Advertise in weekly church and senior bulletins

  • Promote your business in community centers and senior programs

  • Show up in inboxes, on websites, and in the pews

Plus, Special Rates for Garity Agents.

up to 40% off!

What Does LPi Offer?

📄 Bulletin Ads: 85% of churchgoers read or refer to bulletins weekly

📧 Email Advertising: Get your banner ad in church email updates

🌐 Digital Ads: Reach your audience with targeted online visibility

Audience

Your Audience:

✔️ Hyperlocal

✔️ Catholic families

✔️ Community center members

✔️ Highly engaged and ready to respond

Ready to Grow Your Local Presence?

🎯 Tap into a proven network of faith-based and community marketing opportunities.

Save Your Spot:

Meet LPi: a Hyperlocal Marketing Strategy for Agents

July 9th, 1:00 – 1:30PM EDT

Learn more about LPi or get started today!

Need additional contracts to qualify for the up to 40% off marketing services?  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!
Get Contracted today!

Meet LPi: Our NEW Marketing Partner!

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Advertise in your local church and community

GarityAdvantage

Meet LPi: Our NEW Marketing Partner!

Advertise in your local church and community.

Many churches and senior/community centers have printed and digital community bulletins. Reach your local audience with eye-catching, colorful advertisements in both print and digital formats.

Join our 30-min. webcast on Wednesday, July 9th at 1PM EDT to learn more about the LPi opportunity! Save your spot.

Sign Me Up! 

What Does LPi Offer?

Bulletin, Email & Digital Advertising Services

Your Audience: hyperlocal, catholic families & community center members, highly engaged

Bulletin Ads

85% of print and digital church bulletins are read and referred to every week. Act now to keep your business information close at hand for local community consumers.
View samples and sizes

Bulletin Ads

Email Advertising

Families in the community receive email updates from their church every week. Three exclusive email banner ad spots to be delivered every week, all year long!

Email

Text

Digital Advertising

Join thousands of businesses who know the value of reaching their community whether they’re in the pews or online. Banner ads, large ads, and vertical ads that provide visibility and bring new traffic to your website.

banners


Get Started

iconLearn More About LPi

*Agent must have 3+ Active MAPD Contracts with GarityAdvantage to qualify for the LPi special offer. Pricing and discount varies. Contact LPi for more information.

New to GarityAdvantage? Need additional contracts?  Contact Tori or Jessie to learn more about working with GarityAdvantage and gaining access to marketing partnerships like this and more!

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!

Early Registration for GAME is open NOW!

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GAME is on! Save your seat now

GAME

PLAY TO WIN 

THIS AEP!

Attend the GarityAdvantage Medicare Expo

12

AUG

Foxwoods Casino

Mashantucket, CT

Save Your Seat

4

SEP

Williamsburg Lodge

 Williamsburg, VA

Save Your Seat

GAME Mid-Atlantic

Empower

Your Sales 

Strategy for

AEP 2026

Attention Medicare Insurance Brokers!

Don’t miss the largest Medicare event in the Mid-Atlantic and get ready to take your AEP GAME to the next level!

In one convenient day, you’ll learn to:

➤

Uncover new tools and strategies to maximize client touchpoints, retain your book, and fuel new sales.

➤

Gain exclusive insights from industry experts

➤

Sharpen your selling skills with a wealth of hands-on, how-to sessions

➤

Connect & collaborate with fellow brokers to amplify your success

➤

Forge a winning AEP game plan to ensure you crush your goals!

If you want to sell more this

 AEP, you must 

Get in the GAME with GarityAdvantage!
REGISTER NOW!

Foxwoods Casino

350 Trolley Line Blvd, Mashantucket, CT 06338

Williamsburg Lodge

310 S England St, Williamsburg, VA 23185

Stay tuned for more exciting GAME updates. We look forward to seeing you there!

Need a Hotel Room? 

View Hotels Close to the Event!
Book a Room

Deadline for hotel bookings is: 

6/14 – GAME Northeast (Foxwoods Casino)

Deadline for hotel bookings is: 

6/31 – GAME Mid-Atlantic (Williamsburg Lodge)

GarityAdvantage Agencies
800-234-9488

GarityAdvantage Marketing Showcase

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Unlock the full potential of your GarityAdvantage partnership!

GarityAdvantage Marketing Showcase!

Unlock the full potential of your GarityAdvantage partnership!

Curious about what GarityAdvantage’s Marketing Department has to offer? New to Garity and don’t know where to start? Need inspiration to launch your marketing strategy?

Access the on-demand walkthrough of our Marketing Roadmap – Full of valuable tools and resources for contracted Garity agents*. We’ll show you where to find them online, highlight exclusive discounts, and explain how each program can benefit your business.

Learn about the services that Garity and our partners provide, including:
  • Exclusive Discounts – Available from several marketing partners
  • Custom Agent Collateral with Online Ordering Portal
  • Website & Digital Marketing for Insurance Agents
  • Direct Mail for T65 Leads, Dinner Seminars and Recruiting
  • Retention Tools and Support
  • $1,000 Co-op Marketing Program
  • Live and Virtual Training Year-Round

Seize the opportunity to elevate your business with GarityAdvantage!

ON DEMAND NOW
GarityAdvantage Marketing Showcase

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!

*Agents must have 3+ Active MAPD contracts through GarityAdvantage to qualify for services and discounts.

 

Meet Handwrytten: Your Client Retention Secret Weapon

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LIVE DEMO WEBCAST!

Secret Weapon (Handwrytten)

HANDWRITTEN CARDS FOR YEAR-ROUND CLIENT RETENTION

Personal, consistent outreach to clients is essential for improving retention, but handwritten notes can be time-consuming. That’s where Handwrytten comes in.

Handwrytten uses advanced robots to autonomously create up to 1,500 handwritten notes per day, allowing you to streamline your customer communication while maintaining a personalized touch. Their cards are more authentic than competitors as they are written with real pens!

Want to Learn More? Join our Live Demo Webcast to see how Handwrytten can revolutionize your client retention strategy. Plus learn more about the 40% discount exclusively for GarityAdvantage agents*!

SAVE THE DATE – LIVE DEMO WEBCAST!

Meet Handwrytten: Your Client Retention Secret Weapon

Wednesday, February 26th at 1 PM EST
REGISTER NOW

Did you know?

  • Handwritten cards have a 300% higher open rate compared to print mail

  • They have a 27 times greater response rate

  • Only 1 in 10 consumers have ever received a handwritten note from a brand

  • 60% of consumers would buy more from brands that make them feel appreciated

Ready to access the Handwrytten platform and get started right away?

Visit our Site

Need additional contracts to qualify for Handwrytten’s 40% off Garity Agent Discount? New to Garity? Contact Tori or Jessi 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!

 *Agent must have 3+ Active Contracts to qualify for the Handwrytten discount. If you need to get contracted, get started here: garityadvantage.com/getcontracted

 

Download Our Agent Medicare Seminar-in-a-Box Design Toolkit

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Download a Free Seminar-in-a-box Toolkit

GarityAdvantage

The new Medicare Seminar-in-a-Box! A simple-to-use toolkit that helps you prepare and hold compliant and effective Medicare educational seminars.

Medicare Seminar-in-a-Box Assets include:

  • Agent Resources Guide to help agents get oriented 
  • Medicare 101 personalized presentation to use in seminars 
  • Table tents and pull-up banner designs for event collateral 
  • Multiple guides about Medicare events to help agents be effective and compliant 
  • Consent to Contact form for event attendees 
  • Social Media Posts to help agents promote events
Download Assets

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

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