Training

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

The Hidden Gem of Med Supp: Plan N Webcast

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Webcast

Garity Logo
Plan N

Today, many experienced agents are making Plan N their go-to option for Medicare Supplements—and with good reason.

Join Ted Sims, Integrity’s Partner Sales Manager, in this insightful webinar
as we explore why Plan N is gaining popularity among seasoned agents.
Learn how its typically lower initial rates and the potential for maintaining competitive rates over time can benefit your clients, your business, and the carriers you work with.

The Hidden Gem of Medicare Supplements—Plan N
Tuesday, October 7th, 11AM EDT

The Hidden Gem of Medicare Supplements—Plan N
Tuesday, October 21st, 11AM EDT

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

  • How to leverage a CNA

  • Critial Information gathering for agent success
  • Gathering the right client information
  • Techniques for accurate needs discovery
  • Critical components for CNA success

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!

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!

Play to Win This AEP at GAME Northeast!

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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

350 Trolley Line Blvd, Mashantucket, CT 06338

Save Your Seat

Empower

Your Sales 

Strategy for

AEP 2026

Attention Medicare Insurance Brokers!

Don’t miss the largest Medicare event in the Northeast 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 this August 12th!
REGISTER NOW!

Foxwoods Resort & Casino

350 Trolley Line Blvd, Mashantucket, CT 06338

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)

GarityAdvantage Agencies
800-234-9488

 

RSSA: Create an account for mySocialSecurity and learn how to apply for Part A & B

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Virtual Training 3.19.25

Dont miss this!
mySocialSecurity

Hi {$firstName!”Agent”},

Join us to master the essential steps to guide your clients through setting up their mySocialSecurity account and successfully applying for Medicare Parts A & B.

This session is designed to ensure that you have the knowledge and confidence to support your clients through every step of their Medicare journey.

RSSA: Help Your Clients Create a MySocialSecurity Account

and Apply for Medicare Part A & B

Wednesday, March 19th ● 1:00PM – 2:00PM EDT
REGISTER NOW!

Don’t miss this opportunity to boost your skills and better serve your clients.

See you soon!

Thomas Drapala

Qualified GarityAdvantage agents save over $1000 on the regular cost of the program!

 

Need additional contracts to qualify for RSSA’s 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!

Garity logo

GarityAdvantage

800-234-988
Get Contracted today!

 

Year Round C-SNP Webinar

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Equip yourself with the tools to thrive in the C-SNP market – sign up now!

Grow Your Book of Business

Join Garity’s Christina Comerford, National Training Manager, and Jessica Sullivan, East Region Senior Training for UnitedHealthcare, for a FREE, educational Webinar.

Grow your book of business while assisting your clients with unique needs! This training will equip you with the knowledge to thrive in the C-SNP market.

Common qualifying conditions for C-SNP include end-stage kidney disease, diabetes, chronic heart failure and chronic lung disease. Learn more by signing up below!

What We’ll Cover

How to Sell Year-Round with C-SNP 

(Chronic Condition Special Needs Plans)

Wednesday, January 29th

12:00 PM – 1:00 PM EST
REGISTER

Hosted by:

Christina Comerford

Christina Comerford

National Training Manager
GarityAdvantage Agencies

Jessica Sullivan

Jessica Sullivan

East Region Senior Training UnitedHealthcare

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

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!

GarityAdvantage Agencies
800-234-9488

The RSSA Social Security Program [Webcast]

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Virtual Introduction 1.22.25

RSSA

Are you looking for a competitive edge in 2025?

Join us for a FREE webinar on January 22nd at 1:00 PM EST presented by Thomas Drapala, Director, Strategic Partnerships at the National Association of Registered Social Security Analysts (RSSA). Thomas, an RSSA and Medicare Agent himself, will explain how this turn-key Social Security education, technology, marketing, and support program will help your business grow in 2025!

Did you know? GarityAdvantage agents contracted with 3+ MAPD carriers will save over $1000 off the RSSA Social Security Program!

Discover the power of the RSSA Social Security Program and learn how to:

  • Become a Social Security Expert: Gain in-depth knowledge of Social Security strategies and become a trusted advisor to your clients.
  • Increase Appointments & Close More Deals: Leverage your Social Security expertise to attract new prospects, build stronger client relationships, and increase sales opportunities.
  • Unlock New Revenue Streams: Identify organic cross-selling opportunities for insurance and financial products by incorporating Social Security planning into your client conversations.
  • Gain a Competitive Advantage: Differentiate yourself from other professionals and establish yourself as a go-to resource for Social Security advice.

Webcast:
The RSSA Social Security Program:
Elevate Your Sales in 2025

Wednesday, January 22nd

1:00 PM – 2:00 PM EST
Save Your Spot!

Thomas Drapala

Thomas Drapala

Don’t miss this opportunity to elevate your sales and build a thriving practice in 2025. Watch a 6-min video and learn more about the RSSA program and Garity special pricing here.

Need additional contracts to qualify for the program discount?
New to GarityAdvantage?

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)

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!

5 Steps That Drive Med Supp Success! [Upcoming Webcasts]

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[Upcoming Webcasts & Bonus]

Master Med Supp

Selling Medicare supplements offers a rewarding opportunity to help seniors navigate their healthcare options and protect themselves from out-of-pocket costs. By becoming a Medicare supplement agent, you can build strong relationships with clients, earn competitive commissions (plus bonus incentives), and make a positive impact on the lives of seniors in your community.

5 Steps You Need to Succeed!

Review Your Carriers’ Medicare Supplement Agent Guides

Have the Most Up-to-Date Rate
Sheets & Application

Know if Your Carriers Offer
E-Apps & Use Them

Keep a Copy of Your Carriers’ Lists
of Approvable & Non-Approvable Drugs

Offer a Strong Selection of Plans

Join Integrity’s Ted Sims to discover how to effortlessly identify potential Medicare Supplement clients. Learn valuable tips, tricks, and strategies to make field underwriting a breeze.

Mastering the Mystery of Medicare Supplement Part 1

Thursday, December 12th

11:00AM EST
REGISTER

Mastering the Mystery of Medicare Supplement Part 2

Thursday, December 19th

11:00AM EST
REGISTER

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!

Already contracted with GarityAdvantage? Make sure you are fully opted-in, so you don’t miss more valuable invitations like this!

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

TGlotfelty@garityadvantage.com

Tori Glotfelty

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!

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