Action Plan

March 28 2024

MD LIVE: Supercharge Your Medicare Sales

Amy Donahue 2024, Training Action, Action Plan, leads, Maryland, Prospects

Is your upline giving you the tools you need to succeed this SEP? GarityAdvantage is hosting an intensive, one-day training session designed to equip you with powerful strategies that will 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 get in front of 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.

Walk away with:

An Action Plan with Effective Strategies to Generate More Sales!
Community Events Scheduled on Your Calendar with financial support!
Lead Opportunities
Financial Support to Generate Leads
Skills to Leverage LIS/Medicaid/SPDAP and Generate Leads
How to Make the Value Added Benefits of a Medicare Advantage Plan work for you!

PLUS! Attendees will receive:

A FREE HEADSHOT!

1 CE Credit! “Benefits Check Up”

Course Description

The class will provide participants with the information they need to assist beneficiaries in identifying programs and services available from federal, state, and private programs. Attendees will become knowledgeable on how to access the online screening, be able to understand the process required to complete a screening, understand the different screening options, identify the information needed for the screening, and learn how to get the message out to their clients.

One credit hour will apply for this course as it is 60 minutes in length.

LIVE: Supercharge Your Medicare Sales

9:30AM – 2:00PM | Lunch Included

WED. APRIL 17th

Renaissance Baltimore Harbor Place

202 E Pratt St.

Baltimore, MD 21202

I Want to Attend

Don’t miss this game-changing event and contact Tori Glotfelty for more information or a one-on-one meeting if you cannot attend live:
781-616-1455 or TGlotfelty@garityadvantage.com

GarityAdvantage Agencies
800-234-9488

January 13 2020

2020 SEP Action Plan

aedonahue 2020, Breaking News, Networking, Training Action Plan, Opportunity, Register, SEP, training

Create your SEP Action Plan for 2020!

Join Victoria Bailey, Director for Mid-Atlantic Region with GarityAdvantage — a National Marketing Organization focused solely on the senior market — as she walks you through the nuts and bolts of creating an SEP Action Plan. She will reveal the markets, products and strategies that are delivering results throughout the year and you’ll walk away with a personalized playbook to get you up and running fast!

This in-depth strategy session is designed to give you the tools you need to tackle SEP like a pro:

Identify Where the Opportunities Are
Capture these Opportunities
Create SEP Opportunities with LIS/Medicaid
Generate new leads and sales throughout the year
Plus, hear directly from our carriers as they each share their top agent SEP opportunities.

Walk away with an action plan, event locations and so much more!

Choose the Date and Location Convenient to You:

Thursday, January 23rd
10:00 AM – 4:00 PM EST
Courtyard by Marriott Richmond North/Glen Allen
10077 Brook Road
Glen Allen, VA 23059

https://garityadvantage.com/?p=14403&preview=true#tb_options_visibility

Tuesday, January 28th
10:00 AM – 4:00 PM EST
Hampton Inn Salem East-Electric Road
1886 Electric Road
Salem, VA 24153

In one information-packed day, you’ll learn:

How to Make Money All Year Round

DSNP Basics and Where to Find DSNP Eligibles

Attend in Glen Allen

How to Create SEP Opportunities with LIS/Medicaid Eligible Clients

Where to Schedule DSNP Events

Attend in Salem

August 30 2019

VA AEP Action Planning Workshop

aedonahue 2020, AEP, Bonus, Carriers, Meetings, Networking, Training Action Plan, AEP, training, Workshop

GET READY FOR 2020 AEP!

Want a flawless AEP action plan?
Join Victoria Bailey, your broker peers and all of the top carriers for a roll-up-your-sleeves day of planning and learning. This one day workshop will ensure you have a strategy in place to maximize your selling efforts this AEP.

Your AEP action plan will answer the following critical questions:

Where are the hottest spots to work this AEP?
Who are the “Must Have” carriers to optimize sales in each hot spot?
What steps do you need to take to secure your current Book of Business?
How do you access the right marketing resources/materials to make this all happen?

In this highly interactive meeting, the tables have turned…the carriers will be selling themselves to you!!!

Plus, we are giving away thousands of dollars in marketing money to jump start your selling efforts!

RSVP Today

Choose from two convenient meeting dates/venues:

Meeting Dates/Times
Workshop 1: Tuesday, September 17th
Stonewall Golf Club
15601 Turtle Point Drive | Gainesville, VA 20155

Workshop 2: Wednesday, September 18th
Hilton Garden Inn Richmond Innsbrook
4050 Cox Road | Glenn Allen, VA 23060

Both meetings run from 10:00 AM – 5:00 PM
Registration begins at 9:30 AM
Lunch will be served to all guests

Must have at least one contract with GarityAdvantage to attend. Click here to request contracting now!