Join us for a Annuity 201 class with Colby Cox from Global America Financial Brokerage. This training will cover: In depth review of annuity carriers How to pass suitability Reading illustrations And more! Details: Date: May 17, 2023 Time: 9:00 a.m. - 2:00 p.m. Location: PTT Financial Office - 401 E. Harrison, Harlingen Food: Breakfast […]
Join us for Vision/Hearing/Dental Training led by our own Sarah Guerrero. This training will give you ideas and tips to help sell more ancillary products! Join Us to Learn More About: Ancillary products (Vision, Dental & Hearing) Comparing plans Options to offer prospects And More! Details: Date: May 26, 2023 Time: 9:00 a.m. - 12:00 p.m. […]
Join us for UHC Medicare Supplement Bootcamp led by Sydney Schoellman, UHC Regional Sales Director. This Bootcamp will cover: Plan differences Eligibility Underwriting Rating Available sales & marketing materials And more! Details: Date: June 1, 2023 Time: 12:30 p.m. - 1:30 p.m. (Grab & Go Lunch) / 1:30 p.m. - 4:00 p.m. (Bootcamp) Location: Rio […]
Agents - We hope you can join us for a Humana Training on June 7. This training will be taught by Luis Quintanilla, Humana Brokerage Relationship Manager and will give you the knowledge you need to be more familiar with Humana's products and processes! This Training Will Cover: Humana's MAPD & MA-only products A thorough […]
You are invited to attend our upcoming Life/Health Insurance License Prep Class Saturday, June 10 and Sunday, June 11 presented by the Texas Insurance Training Academy. This course covers each section of the Texas General Lines Life & Health exam. We will cover underwriting, completing the application, types of life and health policies along with […]
Agents - Join us for a UHC certification party led by Mimi Castaneda and Hillary Rivera from UHC. There are two locations to choose from. These certification trainings will get you ready for your most successful AEP selling season yet! Harlingen Cert-Chella: Date: June 14, 2023 Time: 9:00 a.m. - 4:00 p.m. Location: PTT Financial […]
Agents - Join us for a UHC certification party led by Mimi Castaneda and Hillary Rivera from UHC. There are two locations to choose from. These certification trainings will get you ready for your most successful AEP selling season yet! McAllen Cert-Chella: Date: June 15, 2023 Time: 9:00 a.m. - 4:00 p.m. New Location: Rio […]
Agents - We hope you can join us for a Humana Training on June 28. This training will be taught by Luis Quintanilla, Humana Brokerage Relationship Manager and will give you the knowledge you need to be more familiar with Humana's products and processes! This Training Will Cover: Humana's MAPD & MA-only products A thorough […]
Join us for a Cigna First Look in Harlingen with Daisy Polanco and Karla Vega from Cigna. These First Look events will give you an overview of Cigna's new Medicare products. Harlingen First Look Details: Date: July 10, 2023 Time: 9:00 a.m. - 12:00 p.m. Location: PTT Financial - 410 E. Harrison Ave., Harlingen Food: Breakfast […]
Join us for a Cigna First Look in McAllen with Daisy Polanco and Karla Vega from Cigna. These First Look events will give you an overview of Cigna's new Medicare products. McAllen First Look Details: Date: July 11, 2023 Time: 9:00 a.m. - 12:00 p.m. Location: McAllen Chamber of Commerce - 1200 Ash Ave., McAllen REGISTER […]