Trusted American Insurance Agency

Aetna Senior Supplemental Ancillary Products Training
2024-06-27 10:00 - 11:00 (America/Los_Angeles)
Join us for an informative training session all about Aetna Senior Supplemental Ancillary Products. We will cover the new Recovery Care – Short Term Facility Care Insurance Plans in Pennsylvania and the Home Care Plus Insurance Plans in Colorado. Additionally, we will provide a high-level overview of Aetna’s Senior Supplemental Insurance Ancillary Products, including dental, hearing, vision, final expense, home care, short term care, cancer stroke insurance, and hospital indemnity.

Register HERE!

Handling Part D issues
2024-06-26 10:00 - 11:00
Understanding Medicare Changes in 2025: Handling Part D Issues provides strategies to effectively address common challenges related to Medicare Part D prescription drug coverage. This comprehensive session equips brokers with the skills needed to assist clients in navigating Part D plans, resolving issues, and optimizing coverage to meet their healthcare needs.

Register HERE

Broker Training: GlicRx
2024-06-20 10:00 - 11:00
Discover GlicRx and how it works! This program offers prescription assistance to the uninsured and under-insured, providing significant savings on medications. Join our training to learn more about this valuable resource.

Register HERE!

National Care Dental
2024-06-13 10:00 - 11:00
Discover how to enroll clients in NCD Elite plans by MetLife. Gain insights into plan details, any updates for 2024, and effective agent strategies for successful sales. Join us for essential training to maximize your insurance business potential.

Register HERE!

WellCare New Jersey
2024-06-06 10:00 - 11:00
WellCare Products Training for New Jersey

Register HERE

Blue Shield of California
2024-06-05 11:00 - 12:00
Join us in-person or virtually for the BSOCA Med Supp Training! RSVP today for our training happening on Wednesday, June 5th at 11AM PST/2PM EST. Can’t make it in person? Register today to join us on Zoom!

Register HERE!

Aetna New York Product Training
2024-05-29 13:00 - 14:00
Join us Wednesday, May 29th, for an exclusive Aetna New York 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!

Broker Training: Strategic Marketing Customer Retention Session for AEP!
2024-05-23 10:00 - 11:00
IMPORTANT Carrier updates and Plan terminations are happening frequently. Attend this training to learn how you can navigate these ever-changing times in our industry, and gain customer retention strategies, so that you feel confident heading into the busiest AEP we’ve ever seen.

Register Here!

United Healthcare
2024-05-22 10:00 - 11:00
Join us In-Person or on zoom Wednesday May 22nd for the United Healthcare California Med Supp Training.

Register on Zoom

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!

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

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!

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!

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!

Humana National Supplement Training
2024-04-18 10:00 - 11:00
An information-packed Humana Training, hosted by Matt Leitterman!

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!

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

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!

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

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!

Aetna NorCal
2024-03-06 10:00 - 11:00
Join us for Aetna NorCal product training.

Virtual Registration 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!

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!

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!

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!

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!

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!

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!

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!

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!
