AgeWell New York Medicare 2023 First Look
2022-08-17 15:30 - 16:30 (America/New_York) | California
Get an early look at the changes coming to AgeWell New York Medicare plans in the coming year. The Annual Enrollment Period is just around the corner! Are you ready?

2022 New York Medicare Summit
2022-08-24 08:30 - 14:00 UTC | Uniondale Marriot, 101 James Doolittle Blvd, Uniondale, NY, 11553, United States
Join us for this year’s Medicare Summit in Uniondale, New York at the Long Island Marriot.Meet With Carriers, Learn, and Get Ready for AEP! Absolutely Free for our agents, but all Medicare agents are welcome with tickets at only $25

COVERED AT THIS EVENTAREAS OF GREATEST IMPACT FOR 2023 AEP

Recording Calls

You must record all calls with beneficiaries. This applies to all field agents and all components of the sale and enrollment – including the needs assessment, any benefit explanation, administrative calls and post-enrollment calls.

New Disclaimers

All true “marketing materials” as defined by CMS (marketing materials must include benefit information) and beneficiary-facing websites must insert this disclaimer: “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE (TTY: 1-877-486-2048) to get information on all of your options.”

New Reporting Requirements for Medicare Carriers

(ex: Aetna, Humana, UHC, etc.) All carriers should be updating their Producer Agreements and guides to capture these new requirements. And have the tools and mechanisms for requesting, receiving, and storing this information.

Get ahead of the game and hear first-hand reviews from carriers on their benefits, plans and updates for 2022.

Learn what it takes to be a leader in the industry, and how to stay on top.

Get first-hand knowledge from featured speakers of leading insurance carriers

Meet With All the Carrier Representatives

Discuss new opportunities for the coming plan year

Get prepared for success with the latest Medicare insurance information

Learn about new marketing opportunities

Plus, enter to win an awesome raffle!

Event Agenda

8:00 AM – EXHIBITORS SETUP

8:30 -9:00 AM REGISTRATION OPENS – BREAKFAST AND MEET WITH EXHIBITORS

9:00 – 9:30 AM WELCOME FROM TAIA PRESIDENT, EVENT ANNOUNCEMENTS, RAFFLE NOTICE

SOCIAL SECURITY – NEW GUIDELINES FOR APPLYING FOR MEDICARE BENEFITS

9:30 – 10:00 AM FEDERAL CMS LEG UPDATE (UNDERSTANDING YOUR REQUIREMENTS AS AN AGENT EFFECTIVE 10/1/2022) CALL RECORDING, DISCLAIMERS FOR MARKETING MA / PDP

10:00 – 10:15 AM ANTHEM

10:15 – 10:30 AM EMBLEMHEALTH

10:30 – 11:00 AM AETNA

11:00 – 11:30 AM CIGNA

11:30 – 11:45 AM AGEWELL NEW YORK

11:45 – 11:50 AM METROPLUS HEALTH

11:50 – 12:00 PM WELLCARE

12:00 – 12:30 PM LUNCH BREAK– VISIT EXHIBITORS

12:30 – 12:45 PM PANEL DISCUSSION: MEDICARE SUPPLEMENTS – Moderator – Rosamaria Marrujo (GLOBE LIFE – ROCCO/MIKE) UHC, (ANTHEM – JOE FIRENZE), HUMANA

12:45 – 1:15 PM HUMANA

1:15 – 1:40 PM UHC

1:40 – 2:00 PM HEALTHFIRST

2:00 – 2:05 PM CLOSING REMARKS – ANNOUNCE WINNERS – VENDOR PRIZES –THANK YOU!

2022 NorCal Medicare Summit
2022-09-08 08:00 - 13:00 (America/Los_Angeles) | Trusted American Insurance Agency, 201 Creekside Ridge Ct, Suite 200, Roseville, California, 95678, United States
Join us for this year’s Medicare Summit at our office in Roseville, CA. Virtual Options Available!Meet With Carriers, Learn, and Get Ready for AEP! Absolutely Free for our agents, but all Medicare agents are welcome with tickets at only $25

COVERED AT THIS EVENTAREAS OF GREATEST IMPACT FOR 2023 AEP

Alignment Required In-person Training

9 – 10 AMThis year Alignment is requiring in-person training for certification. Attending this event from 9 AM to 10 AM will satisfy this requirement but you MUST be there in person.

Recording Calls

You must record all calls with beneficiaries. This applies to all field agents and all components of the sale and enrollment – including the needs assessment, any benefit explanation, administrative calls and post-enrollment calls.

New Disclaimers

All true “marketing materials” as defined by CMS (marketing materials must include benefit information) and beneficiary-facing websites must insert this disclaimer: “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE (TTY: 1-877-486-2048) to get information on all of your options.”

New Reporting Requirements for Medicare Carriers

(ex: Aetna, Humana, UHC, etc.) All carriers should be updating their Producer Agreements and guides to capture these new requirements. And have the tools and mechanisms for requesting, receiving, and storing this information.

Get ahead of the game and hear first-hand reviews from carriers on their benefits, plans, and updates for 2023.

Get first-hand knowledge from featured speakers of leading insurance carriers

Meet With All the Carrier Representatives

Get prepared for success with the latest Medicare insurance information

Plus, enter to win an awesome raffle!

Carriers Attending Will Include:

Aetna

Alignment

Anthem

Blue Shield of California

Brand New Day

United Health Care

Wellcare

Western Health Advantage

And More!

Aetna Top Golf Mixer
2022-09-27 15:00 - 17:00 UTC | Top Golf, 1700 Freedom Way, Roseville, California, 95678, United States
An AEP Tee-off Party – have questions preparing for AEP and marketing? Join this Aetna Sponsored Event and hear about their marketing opportunities or just show off your golf skills!

Blue Shield Training Coffee Hour
2023-04-27 10:00 - 11:00 (America/Los_Angeles) | Trusted American Insurance Agency, 201 Creekside Ridge Ct, Suite 200, Roseville, California, 95678, United States

Expand Your Portfolio With Globe Life NY
2023-05-25 10:00 (America/Los_Angeles) | California
Learn how to effectively market this portfolio.

Get lifetime commissions on Medicare Supplements.

Learn how rate changes, underwriting, and guarantee issue guidelines apply with this carrier

Agent's AEP Tools Training
2023-06-14 10:00 (America/Los_Angeles) | California
June 14 @ 10:00 am PST

Annual enrollment is getting closer by the day. If you haven’t already started to prepare, now is the time. Set yourself up for a successful AEP by attending our “Agent AEP Tools Training”

This 1-hour training will show you tools on how to efficiently run your business in A3. At the end of this training, you will understand how to pull your Book of Business, how to re-certify with carriers, know where you can access your marketing materials, and more!

Register Here

Blue Shield Training Coffee Hour
2023-06-21 14:00 (America/Los_Angeles) | Trusted American Insurance Agency, 201 Creekside Ridge Ct, Suite 200, Roseville, California, 95678, United States
Wednesday, June 21st @ 2pm PST

This is an IN PERSON event, but if you would like to attend virtually, you can register HERE

Physician's Mutual State Specific Carrier Training
2023-07-13 10:00 (America/Los_Angeles) | California
July 13th @10am PST/1PM EST

Expand your portfolio with Physicians Mutual

State Specific Product Certification

Agents will learn what makes Physicians Mutual better, and how to communicate the value to their customers. We will go in depth on the products and policies specific to each state in our division.

Systems Certification

We will introduce you to the systems and processes that will help you conduct enrollments and grow your business.

Register Here

Capitol Life Carrier Training
2023-07-20 08:00 - 17:00 (America/Los_Angeles) | California
July 20th @10am PST/1PM EST

Expand your portfolio with Capitol Life!

Get updates on important information on:

Med Supps

OTS Underwriting

Cash Bonus Program

And More

Register Here

2024 FIRST LOOKS With Brand New Day & Central Health Plan
2023-07-27 11:00 - 12:00 (America/Los_Angeles) | California
All dates and times are PDT.

FIRST LOOKS for Brand New Day & Central Health Plan. This training will be available In-person and through Zoom.

Blue Shield of California – First Looks
2023-08-09 10:00 - 11:00 (America/Los_Angeles) | Trusted American Insurance Agency, 201 Creekside Ridge Ct, Suite 200, Roseville, California, 95678, United States
All Times (PDT)

Can’t Make it In-Person? Join Us Virtually!

Brand New Day
2023-08-28 11:00 - 12:00 (America/Los_Angeles) | California
Join us for a 2024 FIRST LOOKS, hosted by Sheri Hernandez

Come join us for an in-person Brand New Day training hosted by Sheri Hernandez, and get your 2024 FIRST LOOKS and a hot lunch provided.

ZOOM Registration-https://us02web.zoom.us/meeting/register/tZErcuiuqD4sGNUhUj6K4qWBgjBvdKf8MCXw

Can’t make it in-person, register virtually

Nationwide Home Care Plans for Seniors
2023-09-08 10:30 - 11:30 (America/Los_Angeles) | Trusted American Insurance Agency, 201 Creekside Ridge Ct, Suite 200, Roseville, California, 95678, United States
We’re partnered with the sole provider of nationwide home care plans for seniors.

This session will cover frequently asked questions, empowering you to gain a deeper understanding of the product. Be prepared to guide your senior clients towards a secure future with comprehensive home care protection.

Don’t miss this opportunity to enhance your expertise and provide top-notch service to your clients. See you there!

Can’t Make It In-Person, Register Virtually!

NorCal Medicare Summit 2023 – Sail Through AEP
2023-09-14 08:00 - 13:30 (America/Los_Angeles) | California
(All Times PDT)

At This Event:

Meet With All the Carrier Representatives

Discuss New Opportunities for the Coming Plan Year

Learn About All the New Compliance Requirements from CMS

Can’t Make It In Person? Click Here to Register Virtually!

Maximizing your Relationship with TAIA
2024-01-24 10:00 - 11:00 (America/Los_Angeles) | California
Join us for a power-packed 1-hour training session! Uncover the keys to maximizing your relationship with TAIA. Dive into discussions on the robust support services, powerful tools at your fingertips, and the CRM system for streamlined case management. Elevate your agent experience with TAIA!

Register HERE!

Submitting Applications
2024-01-25 10:00 - 11:00 (America/Los_Angeles) | California
Discover the ease of PlanCompare Edge! Streamline your online application process with our user-friendly platform. Experience seamless plan comparison and enrollment—all from the comfort of your device.

Register HERE!

Mutual of Omaha
2024-02-01 10:00 - 11:00 (America/Los_Angeles) | California
National Carrier Training

2024 Mutual of Omaha Products Training

Expand your portfolio for 2024!

Get contracted TODAY & maximize your SALES and your INCOME!

Mastering the Concepts of Business
2024-02-13 10:00 - 11:00 (America/Los_Angeles) | California
Join us for a beginner-friendly training and kickstart your insurance business with confidence!

Register HERE!

Blue Shield of California Coffee Chat
2024-02-15 10:00 - 11:00 (America/Los_Angeles) | California
This coffee chat will be a review covering updates & important information for 2024 Medicare Sales.

Virtual Registration HERE!

In-Home Care Plans
2024-02-22 10:00 - 11:00 (America/Los_Angeles) | California
National Product Training

An alternative to traditional LTC, easy and affordable product for ALL Ages!

Join us Thursday, February 22nd at 10 AM PST / 1 PM EST- registration is now open for the In-Home Care training!

This unique plan guarantees a locked-in rate for LIFE and offers a host of benefits:

✅ No certifications or insurance license required

✅ Available in ALL 50 states

✅ Age-inclusive coverage from 0 to 100

✅ Lifetime renewal commissions

✅ Easy E-app enrollment

✅ Clients enjoy a 10% DISCOUNT through TAIA Brokers

✅ Ideal for both large and small group employee benefits

✅ Convenient Credit Card payment option for members

Register HERE!

Appeals and Grievances
2024-02-28 10:00 - 11:00 (America/Los_Angeles) | California
Explore Medicare Appeals and Grievances with our upcoming training! Learn redetermination, grievance procedures, and stay updated on regulations for efficient issue resolution. Elevate your expertise to better serve clients in navigating Medicare complexities.

Register HERE!

Aetna NorCal
2024-03-06 10:00 - 11:00 (America/Los_Angeles) | California
Join us for Aetna NorCal product training.

Virtual Registration HERE!

WellCare Carrier Training
2024-03-07 10:00 - 11:00 (America/Los_Angeles) | California
Join us for this virtual WellCare carrier training.

Join us via zoom- register now.

Virtual Registration HERE!

Healthfirst NY Carrier Training
2024-03-21 10:00 - 11:00 (America/Los_Angeles) | California
Healthfirst- New York

Thursday, March 21st @10AM PST/ 1PM EST

NY Agents! Register For Our Upcoming Training & grow your portfolio with Healthfirst!

High-level overview of all HF plans.

Discussing if any HF plans are terming or migrating for 2024.

Learn how to complete an SOA and online application on the Healthfirst portal.

Register Here

Blue Shield of California G-Inspire Med Supp Strategy Session
2024-03-22 10:00 - 11:00 (America/Los_Angeles) | California
Blue Shield of California Critical Strategy Meeting: Exploring Alternatives to the G-Inspire Plan.

Register HERE!

Broker Tools: Plan Compare Edge & CSG Actuarial
2024-03-27 10:00 - 11:00 (America/Los_Angeles) | California
We’ll review these main enrollment and quoting tools to improve your workflow and client interactions. Learn how to optimize our CRM system, A3, for efficient customer relationship management. This training will refresh your skills and equip you with the tools you need to excel.

Register Here

VSP Vision Care- National Products Training
2024-03-28 10:00 - 11:00 (America/Los_Angeles) | California
Calling ALL Agents! Register For Our Upcoming Training & grow your portfolio with VSP Vision Care!

High-level overview of VSP Vision Care plans.

Boost Your Success with VSP Vision Care!

Learn how to successfully cross sell and Boost Your Success with VSP Vision Care!

Register HERE!

Humana National Supplement Training
2024-04-18 10:00 - 11:00 (America/Los_Angeles) | California
An information-packed Humana Training, hosted by Matt Leitterman!

Register HERE!

Low-Income Subsidy (LIS)
2024-04-24 10:00 - 11:00 (America/Los_Angeles) | California
Low-Income Subsidy (LIS) is a Medicare program that helps people with limited income pay for prescription drug costs. It is also known as Extra Help.

Register HERE!
