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 >
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 >
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 >
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 […]