Upcoming Events

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Upcoming Events

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 & UnitedHealthcare

You’re invited to an exclusive Excelsior/UnitedHealthcare 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. A rep from UHC Medicare will give you details on their upcoming MAPD plan benefits, and more! Seating is limited.

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July 26, 2018 @ 10 a.m. | Hilton Orlando/Altamonte Springs

Hosted By: Excelsior, Benefitter & SureBridge

Join us for an informative joint event with Excelsior Small Group, Excelsior Senior, Benefitter, SureBridge, UnitedHealthcare, and Transamerica that includes:

  • Keynote speaker Nelson Griswold, an authority on consultative selling, cross-selling, and voluntary benefits and author of the best-selling DO or DIE: Reinventing Your Benefits Agency for Post-Reform Success
  • Benefitter’s Broker Solutions Platform, an exclusive, free quoting and proposal technology
  • Transamerica’s TransChoice® Advance Hospital Indemnity Insurance
  • UnitedHealthcare’s product updates, plus details on association-based insurance programs (underwritten by UHC) for the American Council of Engineering Companies and the National Restaurant Association, and new regulations for association plans
  • SureBridge’s upcoming supplemental health insurance offerings
  • Excelsior Insurance Brokerage’s solutions for you
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July 31, 2018 @ 10:30 a.m. Central | 1400 E Touhy 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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