Interested in growing your annuity, final expense and life sales? Join us for an illustration training with Colby Cox from Global America Financial Brokerage. This training will cover: Annuities - Income and accumulation Final Expense - Guaranteed issue, Graded and Level Life - Term, GUL, IUL and Whole life And more! Details: Date: March 27, 2024 Time: 9:00 a.m. - 12:00 p.m. […]
Grassroots Marketing 101 Date: Monday, Apr 1 Time: 9 am - 12 pm Location: PTT Office Food: Breakfast Details: Retail Providers Who do you know? Find a niche Take action REGISTER HERE >
This training will cover: Election Periods LIS/Extra Help Chronic Complete Care Event Submissions/Member and Provider Escalation Processes Q&A Training Details: Date: April 3, 2024 Time: 9:00 a.m. - 12:00 p.m. Location: PTT Financial Office Food: Breakfast REGISTER HERE >
This Training Will Cover: Why UHC Jarvis Toolkit Online App submission Top 4 UHC Plans (AARP HMO, AARP PPO, DSNP HMO & Chronic Complete HMO) Training Details: Date: April 3, 2024 Time: 2:30 p.m. - 4:00 p.m. Location: PTT Financial Office Food: Light snacks REGISTER HERE >
This Training Will Cover: Election Periods LIS/Extra Help Chronic Complete Care Event Submissions/Member and Provider Escalation Processes Q&A Training Details: Date: April 4, 2024 Time: 1:30 p.m. - 4:00 p.m. Location: McAllen Chamber of Commerce Food: Light snacks REGISTER HERE >
You are invited to attend our upcoming Life/Health Insurance License Prep Class Saturday, December 16 and Sunday, December 17 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 […]
Medicare 101: Commissions Workshop Date: Monday, Apr 15 Time: 9 am - 12 pm Location: PTT Office Food: Breakfast Details: How much should I expect from a sale? When do they pay? Chargebacks? How do I check my commissions monthly? REGISTER HERE >
Agents - This is your chance to get a high-quality, professional headshot at PTT! Wear your best business attire and practice your smile. Perfect for your business cards, social media profiles, and much more! Details: Date: April 19, 2024 Time: 9:00 a.m. - 2:00 p.m. Location: PTT Financial - 410 E. Harrison Ave., Harlingen You […]
Join us for training(s) on April 19 with Ivonne Acuna from The Brokerage to learn how to use Simply Enroll. There will be an English training in the a.m. and a Spanish training in the p.m. Note: You need to have access to Simply Enroll for this training. If you don't please contact Kristen ASAP! […]
Medicare 101: Medicare Savings Program / LIS Date: Monday, Apr 22 Time: 9 am - 12 pm Location: PTT Office Food: Breakfast Details: Medicare savings program LIS REGISTER HERE >