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
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
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 | 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
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
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
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 | 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
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 | 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
(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
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
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
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
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
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
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
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
Join us for Aetna NorCal product training.

Virtual Registration HERE!

WellCare Carrier Training
2024-03-07 10:00 - 11:00
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
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
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
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
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
An information-packed Humana Training, hosted by Matt Leitterman!

Register HERE!

Low-Income Subsidy (LIS)
2024-04-24 10:00 - 11:00
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!

Anthem Northern California
2024-04-25 10:00 - 11:00
Join us for our IN-PERSON Anthem Northern California Product Training on Thursday, April 25th at 10 AM. Refreshments will be provided.

RSVP Today!

2025 Medicare Advantage and Part D Final Rule
2024-04-26 09:00 - 10:00
Join us for this important discussion! Medicare brokers are essential in helping individuals navigate Medicare options and find the best plans for their needs. Don’t miss out as we explore the impact of the Medicare Advantage and Part D Final Rule on the industry, emphasizing the crucial role brokers play in advocating for their clients’ best interests through informed decision-making.

Register HERE!

Allstate Health Insurance
2024-05-01 10:00 - 11:00
Presenters Jeff McLaughlin & Katsuro Yamada, will be training on the Medicare Supplement plans, senior products, quoting and enrollment, an discounts.

Register HERE

Aetna NorCal Product Training
2024-05-08 10:00 - 11:00
Join us in-office on Wednesday, May 8th, for an exclusive Aetna NorCal Product Training session! Whether you are a seasoned agent or new to the field, this is your chance to stay up-to-date and maximize your sales potential!

Register HERE!
