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: December 15, 2023 Time: 9:00 a.m. - 2:00 p.m. Location: PTT Financial - 410 E. Harrison Ave., Harlingen You […]
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 […]
Join us for Final Expense training with Colby Cox from Global America Financial Brokerage. This training will cover: Cross selling Final Expense to Medicare beneficiaries What to say and what not to say How to story tell to sell Final Expense Final Expense product overview And more! Details: Date: January 24, 2024 Time: 9:00 a.m. […]
This year, our AEP theme, ME GALA, takes inspiration from the famous MET GALA. It's about being bold, artistic and confident. It's about you and the team - building ME by tapping into WE. Save this date and register below - This is an event you don't want to miss! Details: Date: January 25, 2024 […]
Cigna 2024 Product & Supplemental Benefits Training Date: February 2, 2024 Time: 9-12 a.m. Location: PTT Financial Food: Breakfast REGISTER HERE
Cigna 2024 Product & Supplemental Benefits Training Date: February 9, 2024 Time: 10-12 a.m. Location: CenterWell McAllen - 1201 E. Business Hwy 83, McAllen Food: Breakfast REGISTER HERE
We are teaming up with Johanna Linares from Wellcare to bring you an in-person training covering provider marketing guidelines. This training will cover: Provider Marketing Guidelines – Do’s and Don’ts Introductory Pitch – Why work with an Independent Agent Provider Engagement Strategy Postcard DM Campaign Community Outreach Informal Events Radio Podcast Training details: New Date: […]
Medicare 101: Medicare Costs Date: Monday, March 4 Time: 9 am - 12 pm Location: PTT Financial Office Food: Breakfast Details: Breaking down Parts A, B & D REGISTER HERE >
Medicare 101: Understanding the Application & LIS Date: Monday, Mar 18 Time: 9 am - 12 pm Location: PTT Office Food: Breakfast Details: Questions to ask before the presentation Medicare basics Understanding drug payment stages When to enroll Summary of Benefits Star Ratings What happens after enrollment Scope of Appointment Enrollment application Low Income Subsidies […]
Training Details (This training is geared towards all agents) Date: March 20, 2024 Time: 9:00 a.m. - 12:00 p.m. Location: PTT Financial Office Food: Breakfast Topics: DSNP deep dive Ins and outs of DSNP supplemental benefits Q&A session REGISTER HERE >