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 […]

Final Expense Training

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

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. […]

ME Gala

The Gala Special Events 2100 W. Nolana Avenue, McAllen, TX, United States

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

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

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

CenterWell McAllen 1201 E. Business Hwy 83, McAllen, United States

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

Wellcare Provider Marketing Training

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

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

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

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

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

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 […]

Aetna Training

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

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 >

Aetna Training

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

Training Details (This training is geared towards all newer agents, but all agents are welcome to attend) Date: March 20, 2024 Time: 2:30 p.m. - 4:00 p.m. Location: PTT Financial Office Food: Light Snack Topics: Market specific training Aetna products REGISTER HERE >