Join us for Medicare 101 Training Ready to experience your best year ever? It starts with learning the basics! Join us for this upcoming Medicare 101 training. Learn how to set up, learn about lead vendors to use, learn the ins and outs of setting up a seminar. Please click below and print a copy […]
Join us for a Life Insurance Bootcamp taught in Spanish with Arturo Valdez from Global America Financial Brokerage. This Spanish training will cover: Cross-selling opportunities Putting money in your pocket quickly And more! Details: Date: April 26, 2023 Time: 9:00 a.m. - 12:00 p.m. Location: PTT Financial Office - 401 E. Harrison, Harlingen Food: Breakfast […]
Join us for UHC New Agent Training led by Mimi Castaneda from UHC. Date: April 27, 2023 Time: 9:00 a.m. - 11:00 a.m. Location: PTT Financial - 410 E. Harrison Ave. Harlingen Food: Breakfast REGISTER HERE>
Join us for UHC Marketing Training led by Mimi Castaneda from UHC. Date: April 27, 2023 Time: 11:30 a.m. - 1:00 p.m. Location: PTT Financial - 410 E. Harrison Ave. Harlingen Food: Light lunch REGISTER HERE>
Join us for a Medicare Savings Program Training taught in Spanish by an expert from The Department of Health & Human Services with 20 years of experience. This information will give you tools you need to help better serve your clients. This Training Will Cover (Click on documents to download): MSP Income Limits MSP & […]
Join us for an Aetna Training led by Amanda Zavala. This market specific training will give you the knowledge you need to sell more Aetna! Join Us to Learn More About: The ins & outs of Aetna Plans Aetna Supplemental Benefits And More! Details: Date: May 8, 2023 Time: 10:00 a.m. - 12:00 p.m. Location: PTT […]
Join us for an ACA Training with Belynda DiCiaccio from The Brokerage, Inc. This training is for all agents and will cover: Basics of ACA HealthSherpa Medicaid Underwriting And More! REGISTER HERE >
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 […]