Training

June 27 2025

Meet: AcquireUp

kleary@garityadvantage.com 2025, Marketing, Training, Webinars

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!

June 26 2025

Meet LPi: A Hyperlocal Marketing Strategy for Agents

kleary@garityadvantage.com 2025, Marketing, Training, Webinars

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.

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

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.

Get Contracted today!

May 20 2025

Play to Win This AEP at GAME Northeast!

MikeLite AEP, Expo, GAME, Retention, Training

GAME is on! Save your seat now

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!

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

February 20 2025

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

MikeLite 2025, Training, Webinars RSSA

Virtual Training 3.19.25

Dont miss this!

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

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

800-234-988

Get Contracted today!

January 15 2025

Year Round C-SNP Webinar

MikeLite 2025, Training, Webinars C-SNP

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

C-SNP Fundamentals

A comprehensive overview of Chronic Condition Special Needs Plans.

Enrollment & Retention Tips

Gain valuable insights for effectively enrolling and retaining C-SNP eligible members.

Eligibility Requirement

Understand the criteria for C-SNP enrollment.

Market Success Strategies

Learn best practices for navigating the C-SNP landscape.

How to Sell Year-Round with C-SNP

(Chronic Condition Special Needs Plans)

Wednesday, January 29th

12:00 PM – 1:00 PM EST

Hosted by:

Christina Comerford

National Training Manager
GarityAdvantage Agencies

Jessica Sullivan

East Region Senior Training UnitedHealthcare

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

Get Contracted today!

GarityAdvantage Agencies
800-234-9488

January 8 2025

The RSSA Social Security Program [Webcast]

MikeLite 2025, Training, Webinars RSSA

Virtual Introduction 1.22.25

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

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

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

Get Contracted today!

December 5 2024

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

cobrien Training, Webinars Med Supp, Medicare Supplement, Webcast, Webinar

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

Mastering the Mystery of Medicare Supplement Part 2

Thursday, December 19th

11:00AM EST

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

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

TGlotfelty@garityadvantage.com

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

JGardner@GarityAdvantage.com

Get Contracted today!

November 4 2024

The Hidden Gem of Med Supp: Plan N! [Webcasts]

cobrien Training, Webinars Plan N, Webcast, Webinar

In a world where every challenge is an opportunity for growth, it’s time to elevate your strategy with Medicare Supplement Plan N. Join us for an exclusive webinar, “Plan N for the Win,” and discover how to transform obstacles into victories. With agents already harnessing the power of Plan N, don’t miss your chance to get ahead.

Tuesday, November 5th
11AM EST

Tuesday, November 26th
11AM EST

Check out this teaser!

Unlock Your Potential with "Plan N for the Win" - Teaser

Key Highlights:

Understand Plan N: Dive deep into the lower cost, cost-sharing benefits of Plan N, a plan the market desires.
History Lesson: Learn from the transition from Plan F to Plan G
and how early adopters gained an edge.
Plan N Advantages Today: Increased commissions, lower premiums, and strategic co-pays make Plan N a triple win
for clients, agents, and carriers.
Future Focused: Explore how Plan N’s current success is just
the beginning of its growth potential.

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!

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

TGlotfelty@garityadvantage.com

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

JGardner@GarityAdvantage.com

Get Contracted through GarityAdvantage

Get Contracted today!

October 2 2024

Integrity Tech Training – Oct. Schedule

cobrien Training, Webinars Integrity, training, Webcast, Webinar

Put the power of Integrity’s Suite of Solutions to work with these online trainings!

Webcasts Through October

Integrity holds these FREE trainings throughout the month and cover all kinds of topics. Whether you are new to their technology or a seasoned campaign creator, there’s something for everyone. These trainings feature Q&As from attendees, and on-demand viewing options if you cannot attend live.

Register for Integrity’s upcoming webcasts to get an in-depth look at what Integrity’s Technology Suite can offer you and your book of business. If you cannot attend a live broadcast, register to receive the recording. Click to view webinars on-demand.

Wednesday, October 2nd | 1:00PM – 2:00PM EDT
Getting Started with Integrity Technology

Learn about how the Integrity Technology Platform works to help agents better serve and manage their clients, grow their business and be more efficient.

Thursday, October 3rd | 11:00AM – 12:00PM EDT

Med Adv and PDP Quote Enhancements for AEP

Learn about the quoting enhancements inside MedicareCENTER, including storing multiple pharmacies, Low-Income Subsidy (LIS) quoting, improved Special Needs filters and identifying non-commissionable plans.

Friday, October 4th | 1:00PM – 2:00PM

MedicareCENTER Best Practices for AEP

Your technology should work for you this AEP! Join Integrity for helpful tips and insights on utilizing MedicareCENTER this AEP.

Monday, October 7th | 1:00PM – 2:00PM

NEW Client Connect Marketing Emails and Performance Tracking

Learn how you can build automatic campaigns to send out Scope of Appointments, enrollment thank yous, and birthday messages. New performance tracking has been added for agents to view client engagement and open rates. Clients can now respond to emails and texts and communication is stored within the client’s profile.

October 8th through October 29th:

Tech Tip Tuesday

Join Integrity every Tuesday at 10 AM or 12PM EDT for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Suite of Solutions.

Wednesday, October 9th | 11:00AM – 12:00PM

Client Sync

Client Sync offers a simpler way to get started with appointments for new or existing clients. Simply send your client a link to gather their personal information, health information, doctors and pharmacies, obtain permission to contact and get a signed SOA. Client data seamlessly transfers into MedicareCENTER!

Thursday, October 10th | 11:00AM – 12:00PM

CSG App | Medicare Supplement Quote & e-App

Quote all Medicare Supplement carriers and gain insights on rating classes, rate adjustments, loss ratios, underwriting, and more. Applying has never been easier with CSG’s universal, multi-carrier electronic application. This advanced technology allows you to complete one application process for multiple carriers, making the process more efficient.

Want to learn more? Check our full schedule of available trainings!

GarityAdvantage Agencies
800-234-9488

September 30 2024

Master the strategies to master Med Supp this AEP! October Webcasts

cobrien Training, Webinars Medicare Supplement, Webcast, Webinar

Webcasts throughout October

Are you ready for AEP? Are you looking for tips, tricks, and guides on taking the stress out of identifying possible clients?

Join Integrity’s Ted Sims to learn the key points to make field underwriting a breezee. Dive into the strategies for pinpointing Med Supp clients and delve into the demographic characteristics typical of those clients.