Trusted American Insurance Agency

2024 FIRST LOOKS With Brand New Day & Central Health Plan
2023-07-27 11:00 - 12:00 (America/Los_Angeles)
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.

Capitol Life Carrier Training
2023-07-20 08:00 - 17:00 (America/Los_Angeles)
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

Physician's Mutual State Specific Carrier Training
2023-07-13 10:00 (America/Los_Angeles)
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

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

Agent's AEP Tools Training
2023-06-14 10:00 (America/Los_Angeles)
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

Expand Your Portfolio With Globe Life NY
2023-05-25 10:00 (America/Los_Angeles)
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

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

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!

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!

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!

AgeWell New York Medicare 2023 First Look
2022-08-17 15:30 - 16:30 (America/New_York)
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 Northern California Medicare First Look Event
2021-08-18 08:30 - 11:00 UTC | Courtyard by Marriott – Roseville/Galleria Mall, 301 Creekside Ridge Ct, Roseville, California, 95678, United States
Get a High-Level Carrier Overview of Benefits for 2022. Find out what’s new, what’s changing and what’s ending for top Medicare carriers in CA for 2022.

Aetna-required in-person training requirement is met by attending this event!

To register, email info@taia.us
