Advance your insurance career and client service to new levels by perfecting the art of the Client Needs Assessment (CNA). A glaring gap in many agents’ strategies is the lack of comprehensive client care, crucial for both nurturing client relationships and exploring ancillary sales opportunities. Our targeted webinars will equip you with the techniques to execute a flawless CNA, as taught by leading industry figures.
Webcast:Client Needs Assessment
For the Senior Market Agent
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!
Do you want to get in front of more prospects, make more appointments, and build a pipeline of current and future sales? This webcast is for you.
Registered Social Security Analysts (RSSA®) and GarityAdvantage have joined together to bring you this exclusive opportunity.
TheRSSA®Program is a turn-key Social Security education, training, technology, marketing, and support program for insurance and financial professionals. As a Social Security professional, you can help your prospects and clients with their Social Security decisions, and of course, a big reason to enroll in the program is that this will differentiate you and open the door to more opportunities and sales in your business.
Join us for a special webinar hosted by Thomas Drapala who is both an RSSA and Medicare Agent himself and learn how Social Security planning will lead to Medicare and other product opportunities and sales!
Agents with 3 or more MA contracts through GarityAdvantage receive over $1000 off the regular training and certification rates.Contact Tori today to learn more about how you can contract with Garity and gain access to the RSSA Program and discount. Propel your Medicare insurance business to a whole new level!
GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We approach our role with brokers a bit differently than our competitors – as we provide local market teams to work with you side-by-side to ensure you succeed. This allows us to actively develop targeted lead programs and local market opportunities to help you prospect and sell as well as deliver personalized training, ongoing marketing support and co-op funding to support your specific needs. We also offer the latest tech tools to help manage your business including efficient lead calling tools, agent dashboard and MedicareCENTER, our virtual quote and enrollment platform. Rounding out our support is a back office team helping you every step of the way with contracting, commissions, enrollments and compliance. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Call us today to learn more!
Learn about Integrity’s full technology Suite of Solutions and how the platforms work together to help agents better serve and manage their clients, grow their business and be more efficient.
Join GarityAdvantage’s National Director of Sales, Theresa Gontarek, for an introduction to Medicare, Medicaid, and LIS. Learn the difference between Medicare, Medicaid, and what Low-Income Subsidy is. Recognize what programs your clients qualify for and how to get them enrolled. You will leave this webcast understanding what programs best suit your client’s needs and you’ll be equipped to build your book of business year-round!
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!
Join Trina Moskal, Aetna Broker Manager, as she walks you through the steps you need to take to spot Veterans opportunities, articulate how Medicare works with VA benefits, determine eligibility, and help them enroll in the right plan.
The class will provide participants with the information they need to assist beneficiaries in identifying how programs such as VA, Tricare, and CHAMPVA work with Medicare. Attendees will become knowledgeable on how to inform beneficiaries of the effects of Original Medicare and Medicare Advantage plans on their Veteran Benefits. One credit hour will apply for this course as it is 60 minutes in length.
Do you have a colleague who is a licensed agent? Are they looking for training in the Senior Market or thinking about making the move to the Senior Market? Forward this email and invite them to attend!
Questions? Contact your dedicated, local sales team.
Learn about Integrity’s full technology Suite of Solutions and how the platforms work together to help agents better serve and manage their clients, grow their business and be more efficient. Integrity will highlight 5 key features that are helping agents submit 63% more apps!
Regardless of whether you’re new to Integrity’s technology suite or familiar, this webinar will provide you with an in-depth look of what GarityAdvantage has to offer through this powerful suite of technology platforms!
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!
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 a brand NEW 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.
Is your upline giving you the tools you need to succeed year round? This webcast is designed to equip you with powerful strategies designed to get you in front of more Medicare beneficiaries.
Join our National VP of Sales, Victoria Bailey, for an intensive, interactive training session where you will gain the tools you need to take your Medicare business to the next level. You’ll walk away with a personalized sales playbook that includes new lead generation tactics and a roadmap for year-round growth.
GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We are the only NMO physically located here in New England. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, complimentary leads during AEP 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 or add another great carrier to your portfolio.
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 a brand NEW 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.
Join us for a quick lunch and learn where we will cover powerful strategies designed to get you in front of more Medicare beneficiaries.
Our BRAND NEW “Bundle Approach” is a proven step-by-step program we have developed to help you find more prospects while servicing existing clients and growing your business.
Whether you are just starting out or are a seasoned pro, our approach will help you curate a year-round plan to make more Medicare sales. We invite you to step away from your computer for some food and info!
All attendees will be entered into a drawing for a $50 Amazon gift card to be raffled at end of event.
Any agent who contracts at event* will be awarded a $250 marketing certificate
Do you have a colleague who is a licensed agent? Are they looking for training in the Senior Market or thinking about making the move to the Senior Market? Forward this email and invite them to attend!
* Three national carrier contracts must be requested in order to qualify for marketing certificate
Questions? Contact your sales team.
Theresa Gontarek
National Director of Sales
Cassandra Lamb
Sales Support Specialist
GarityAdvantage Agencies
800-234-9488
Did you know… GarityAdvantage provides contracted agents with no-cost and co-op lead programs, live and virtual training, personalized marketing collateral, client retention programs, and a knowledgeable team to help you every step of the way. Be sure to request your contracting today to gain access to these valuable marketing tools – plus all the service and support!
781-616-1455 (direct)
TGlotfelty@garityadvantage.com
Get Contracted
