Upcoming Events

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Upcoming Events

June 21-25, 2018 | Fairmont Banff Springs Resort in Banff, Alberta, Canada

Qualification Period: March 1, 2017 — February 28, 2018

Hosted By: Cigna

Experience the serenity of the great outdoors in the resort town of Banff—nestled within Banff National Park in Alberta, Canada. Your stay at Banff’s luxury hotel puts you in the midst of breathtaking views of the Rocky Mountains and within walking distance of Bow Falls on the Bow River. This is an escape you definitely want to earn

Find out how to qualify

June 23-26, 2018 | Sheraton at Crown Center, Kansas City, MO

Hosted By: American Association for Medicare Supplement Insurance

Visit Excelsior at Booth 215 during the National Association of Health Underwriters annual convention in Kansas City, Missouri, to get the tools and information you need to grow and manage your business in these changing times. You will not want to miss this high-value meeting with knowledgeable speakers, a robust professional development day, Vision Speak, and an exhibit hall packed with companies that want to do business with you.

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June 27, 2018 @ 10 a.m. | Doubletree by Hilton, Park 1 Room, 1500 Park Place Blvd., Minneapolis, MN

Hosted By: Excelsior, Allina Health, and Aetna

You’re invited to be one of the first agents to preview an exciting new joint product between Allina Health and Aetna for small groups. Join us on June 27 when we’ll give you the details.

The Aetna Funding Advantage product will be available exclusively in the Twin Cities and surrounding counties. It’s an important small group plan alternative in the 2-50 market and can offer small groups real savings vs. traditional fully insured ACA plans. Excelsior Benefits is proud to be the marketing distributor for this plan in Minnesota.

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July 11, 2018 @ 1 p.m. Central | Webinar

Hosted By: Excelsior

With AEP right around the corner, now is a great time to put together a plan and be ready for action. Whether you are new to the senior market or not, Excelsior’s tips will help get you on the right track for sales success this AEP season. Here are a few things you need to do and know before October hits:

  • How do you start to prepare for AEP?
  • Get contracted
  • Certify or re-certify
  • Order sales materials, supplies, and applications
  • Organize sales kits, bookmark carrier websites for e-app
  • Define strategy
  • Retention
  • Compliantly cross sell
  • 2019 OEP
  • The 21st Century Cures Act
  • Cost Plan Exits
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July 17, 2018 @ 10 a.m. Central | Webinar

Hosted By: Excelsior

Have you considered building, developing, and owning your own business? Your business can prove its worth and stand out in a vast field of competitors with Excelsior’s help. Join our webinar to learn about the benefits, essentials, and responsibilities required to grow and develop your own successful agency.

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July 19, 2018 @ 10 a.m. Central | Webinar

Hosted By: Excelsior

Impact your sales and marketing by being prepared with essential Medicare supplement information, and communicate what future changes will impact Medicare supplement options.

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July 24, 2018 @ 9 a.m. Central | Webinar

Hosted By: Excelsior

Medicare Cost Plans are being eliminated in Minnesota, which has the largest number of Cost Plan beneficiaries in the U.S. — approximately 400,000. These beneficiaries will need agents’ help understanding their new plan options and how to enroll. This webinar will outline the opportunity for you and explain how Excelsior can help you get prepared for AEP with the right carrier contracts, technology, tools, and resources. Excelsior is the only national Medicare NMA that is based in Minnesota and has all the major carrier contracts, as well as targeted regional carriers, available to agents.

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July 25, 2018 @ 1 p.m. Central | 23505 Smithtown Road, Excelsior, MN 55331

Hosted By: Excelsior

You’re invited to an exclusive Excelsior sneak peek event! Find out what’s going on with Cost Plans in Minnesota. Plus, be one of the first to receive a preview of our Medicare Cost Plan playbook. If you contract with us, it gets even better: You’ll get the full playbook, your secret weapon loaded with strategies and actions to maximize AEP season. And that’s not all. We’ll have a rep from a major carrier on hand to give you details on their footprint, upcoming MAPD plan benefits, and more!

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July 31, 2018 @ 10:30 a.m. Central | 1400 E Toughy Ave., Suite 405, Des Plaines, IL 60018

Hosted By: Excelsior

You’re invited to an exclusive Excelsior sneak peek event! We’ll have a rep from a major carrier on hand to give you details on their footprint, upcoming MAPD plan benefits, and more! Plus, find out what’s going on with Cost Plans in Illinois, and be one of the first to receive a preview of our Medicare Cost Plan playbook. If you contract with us, it gets even better: You’ll get the full playbook, your secret weapon loaded with strategies and actions to maximize your AEP season.

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August 30 - 31, 2018 | Las Vegas, NV

Hosted By: Health Agents for America (HAFA)

The Health Agents for America (HAFA) 6th Annual Agent Summit will feature sponsors with the latest products and the opportunity to network with top professionals in the industry.

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October 24 - 26 | Austin, TX

Hosted By: Women in Insurance and Financial Services (WIFS)

The Women in Insurance and Financial Services (WIFS) conference will feature personal and professional development workshops and industry speakers. This conference is an annual opportunity to recognize outstanding member contributions, personal success, and foster connection and sharing of best practices among members. Registration will be available in April.

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You choose the dates for your vacation adventure | 29 different destinations to choose from!

Qualification Period: January 1 – December 31, 2018

Hosted By: UnitedHealthcare Insurance Company

It’s here — your 2018 opportunity to turn your commission-eligible, accepted and paid sales of AARP® Medicare Supplement Plans, insured by UnitedHeathcare Insurance Company, into cash and travel adventures provided by UnitedHealthcare Insurance Company.

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Spring 2019 | Palm Springs

Qualification Period: January 1 - December 31, 2018

Hosted By: Aetna

Calling all A-Listers! Experience Hollywood’s playground, Palm Springs … Aetna-style! Earn a trip to Palm Springs, California in Spring 2019 once you achieve $200,000 in production selling Aetna Senior qualifying products.

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