Medicare 101: Presentations

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

Medicare 101: Presentations Date: Monday, Mar 25 Time: 9 am - 12 pm Location: PTT Office Food: Breakfast Details: New to enrollments Dual clients Role play REGISTER HERE >

Illustration Training (GAF)

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

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

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

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 >

UHC All Agent Training

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

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 >

UHC New Agent Training

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

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 >

UHC All Agent Training

Mcallen Chamber of Commerce 1200 Ash Avenue, Mcallen, TX

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 >

Life/Health Insurance License Prep Class with John Patton

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

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

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

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 >

Professional Headshots

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

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 […]

Simply Enroll Training

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

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! […]