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At Senior Marketing Specialists, your Medicare FMO, we provide independent agents with the Medicare carriers, tools, training, and services that enable them to thrive in the senior marketplace.


See our calendar of events below for current and upcoming training opportunities.

Monthly Weekly Daily List

June 2024

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Medicare Cafe
10:00 am - 10:30 am
Join the conversation at the Medicare Cafe! Here we discuss all things Medicare; selling, marketing, market updates, guest speakers, and any topics you bring to the table as well! Each session lasts from 10-20 minutes, depending on the topics and conversation. We meet weekly on Tuesdays at 10am (Central) on YouTube Liv , ...
The WoodmenLife Medicare Supplement
12:00 pm - 1:00 pm
Exploring WoodmenLife’s New Medicare Supplement Plans We’re thrilled to introduce WoodmenLife’s latest Medicare Supplement plans, designed to enhance the value you provide to your clients!
Key Information about WoodmenLife’s Medicare Supplements:
  • A+ (Superior) Rating from AM BEST
  • A+ Rating from the Better Business Bureau
  • 10% Household Discount – Highly Competitive Rates
  • Streamlined eApp Process
  • Attractive Agent Incentives
Enhanced Client Benefits:
  • Access to Online Legal Templates
  • Exclusive Retail Discounts
  • Financial Assistance for Natural Disasters
  • $25,000 Coverage for Families of First Responder Members
  • Exciting Community Volunteer Opportunities
Register today to offer outstanding value to your clients through WoodmenLife’s new Med Supp plans.
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Getting Started with Integrity Technology Suite
11:00 am - 12:00 pm
Learn about Integrity’s full technology Suite of Solutions and how the platforms work together to help agents better serve and manage their clients, grow their business and be more efficient. We will highlight 5 key features that are helping agents submit 63% more apps!
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The ACE Medicare Supplement
12:00 pm - 1:00 pm
“Unleash the Power of Ace: The Medicare Supplement Game-Changer!”
Discover the Ace Advantage – Your Portfolio’s Secret Weapon!
Join us for a high-energy showcase and see why Ace, with its market-leading rates and robust brand, trusted by 93% of Fortune 1000 companies, is a must-have in your portfolio. By the end of this webinar, you’ll be eager to get contracted and start offering this unparalleled product to your clients.
Here’s What Awaits You:
  • Unmatched Rates
  • Strong Brand Prestige
  • Attractive Year-Round Incentives
  • Streamlined Business Processes
Don’t miss this pivotal chance to boost your portfolio with Ace, a powerhouse in the Medicare Supplement world.
Register now and be a part of the revolution reshaping Medicare Supplement insurance!
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CSG APP New User Overview Training
11:00 am - 12:00 pm
CSG Actuarial’s suite of quoting tools and market data is free for Integrity agents. Learn how the CSG APP can be used alongside the Integrity Technology Suite to quote Medicare Supplement and ancillary products. We will highlight resources and tools to help agents better understand the Medicare market.
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Is Humana Achieve Medicare Supplement Still Relevant?
1:00 pm - 2:00 pm
Join us for a comprehensive webinar to explore the significant improvements implemented in Humana Achieve Medicare Supplement, affirming its position as a leading product in the market. This event is crucial for those looking to enrich their Med Supp portfolio with a product that’s continuously evolving to better serve its clients.
The improvements include:
  • Enhanced Household Discount
  • Industry Leading Incentive program
  • Rate Reductions and Rate Holds
  • Client Value-Adds
Don’t miss out on this opportunity to stay ahead in the Medicare supplement industry.
Join us to stay updated in the Medicare supplement industry and see how Humana Achieve should be a vital part of your portfolio.
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Tips for Successful & Compliant Lead Management
2:00 pm - 3:00 pm
contacts and leads can enhance your workflow, boost productivity, and optimize profitability for your business. Learn about enhancements to Contact Tagging and how to successfully and compliantly connect and follow up with leads to close more sales.
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Which Lead Type is Right For Me in LeadCENTER?
11:00 am - 12:00 pm
No matter your experience in working with leads, LeadCENTER offers a wide range of high-quality, compliant life and health leads for you to select from. Join us to discover the various types of leads available and how you can choose the right lead based on your product and volume requirements, budget, and availability.
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Medicare Cafe
10:00 am - 10:30 am
Join the conversation at the Medicare Cafe! Here we discuss all things Medicare; selling, marketing, market updates, guest speakers, and any topics you bring to the table as well! Each session lasts from 10-20 minutes, depending on the topics and conversation. We meet weekly on Tuesdays at 10am (Central) on YouTube Liv , ...
New to Medicare Supplements or looking to learn more about them? This can’t miss webinar is the event for you! Mastering the Mystery of Med Supps Part 2
10:00 am - 11:00 am
Mastering The Mystery of Med Supps
Are you ready to take your knowledge of Medicare Supplements to the next level? Our comprehensive webinar is designed for agents eager to excel in the senior market and Med Supp plans. This session will teach why Medicare Supplements should be an everyday part of your portfolio.
Key highlights include:
  • How and Why Medicare Supplements fit in today’s market: Why Clients choose this product and how they are so easy to sell.
  • Understanding Client Demographics: Gain insights into the demographic nuances of Med Supp clients to tailor your approach effectively.
  • Exploring Vital Benefits: Learn which benefits are most valued by Med Supp clients to ensure your offerings meet their needs.
  • Navigating Underwriting Successfully: Discover our newly introduced underwriting strategies to maximize your client’s chances of acceptance.
Don’t let this chance slip by to elevate your expertise and operational success. The Ultimate Guide to Identifying and Underwriting Med Supp Clients. Register today to secure your spot in this game-changing webinar!
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Elevate Your Insurance Business with ABL’s Medicare Supplement!
12:00 pm - 1:00 pm
As an insurance professional, tapping into the Medicare Supplements market is a smart strategy for business growth. However, choosing the right provider from the myriad of options can be daunting. ABL stands out in the crowded market with its compelling blend of competitive rates, rapid underwriting, and a legacy of trust and excellence.
Key Highlights of the ABL Medicare Supplement:
  • Competitive Rates: ABL offers some of the most attractive rates in the industry, ensuring that your clients get superb value.
  • Streamlined Underwriting: Experience the efficiency of ABL’s on-the-spot underwriting. This process not only simplifies eligibility assessments but also guarantees immediate coverage, making it easier for you and your clients.
  • RX Drug Check App: ABL’s innovative RX drug check application is akin to having a skilled underwriter in your pocket. This tool significantly streamlines the process, enhancing the ease of doing business and allowing for more effective client service.
Don’t let this chance slip by. Join our ABL Medicare Supplement webinar to revolutionize how you do business in the Medicare Supplements market. Register now and step into a world of enhanced opportunities with ABL!
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Legacy Safeguard
12:00 pm - 1:00 pm
Legacy Safeguard is helping agents set more appointments, make more presentations, close more sales and serve more people! Join us to learn how you can offer your clients a free Legacy Safeguard membership, which includes legacy planning, estate planning support, end-of-life planning, guidance, assistance, and support for survivors and their loved ones. We will review Legacy Safeguard training and marketing materials, the client enrollment process and much more!
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The Art of Presenting Short-Term Care: Elevate your game in the senior market by mastering the presentation of Short-Term Care to your clients.
10:00 am - 11:00 am
Whether you’re new to the senior market or looking to refine your approach, this webinar zeroes in on the ‘how-to’ of Short-Term Care, excluding the dense product specifics.
Expect to learn:
  • Strategic use of C.N.A./Fact Finder.
  • Showcasing the importance of STC.
  • Breaking the ice gracefully.
  • Mastering the conversation starter.
  • Demonstrating the need.
Shift your focus from product details to the effective presentation of Short-Term Care in the senior market. Whether you’re new to the senior market or looking to refine your approach, this webinar zeroes in on the ‘how-to’ of Short-Term Care, excluding the dense product specifics. Don’t miss out, register today!
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CSG APP | Enhancements to Ancillary Quoting
11:00 am - 12:00 pm
CSG Actuarial has enhanced its Hospital Indemnity and Dental, Vision & Hearing quoting tools. Agents now have a wider range of options to choose from when starting a quote, allowing for more precise results. The training will cover tips for monitoring ancillary products and quoting activity in Integrity Clients, as well as identifying cross-selling opportunities.
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Better protect your clients and grow your business by conducting a successful Client Needs Assessment (CNA) for the senior client!
12:00 pm - 1:00 pm
Advance your insurance career and client service to new levels by perfecting the art of the Client Needs Assessment (CNA). A glaring gap in many agents’ strategies is the lack of comprehensive client care, crucial for both nurturing client relationships and exploring ancillary sales opportunities. Our targeted webinar will equip you with the techniques to execute a flawless CNA, as taught by leading industry figures.
In this educational session, we will dive into:
  • How to leverage a CNA
  • Critical information gathering for agent success
  • Gathering the right client information
  • Techniques for accurate needs discovery
  • Crucial components for CNA success
Don’t miss out on this opportunity to refine your practice and commit to excellence in client service. Register today to secure your place in our upcoming webinar.
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Unlock Your Potential with “Plan N for the Win” – A Can’t-Miss Webinar Event
10:00 am - 11:00 am
In a world where every challenge is an opportunity for growth, it’s time to elevate your strategy with Medicare Supplement Plan N. Join us for an exclusive webinar, “Plan N for the Win,” and discover how to transform obstacles into victories. With agents already harnessing the power of Plan N, don’t miss your chance to get ahead.
Key Highlights:
  • Understand Plan N: Dive deep into the lower cost, cost-sharing benefits of Plan N, a plan the market desires.
  • History Lesson: Learn from the transition from Plan F to Plan G and how early adopters gained an edge.
  • Plan N Advantages Today: Increased commissions, lower premiums, and strategic co-pays make Plan N a triple win for clients, agents, and carriers.
  • Future Focused: Explore how Plan N’s current success is just the beginning of its growth potential.
Seize the moment to redefine your approach and secure a prosperous future. Plan N is not just a choice; it’s a strategic advantage for those ready to lead. Join us to create your future, leverage untapped markets, and build lasting relationships with your clients. “Plan N for the Win” is your opportunity to unlock unparalleled success. Reserve your spot now and be part of the winning team.
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LeadCENTER PhoneBurner Integration and Tutorial
11:00 am - 12:00 pm
PhoneBurner is a cloud-based power dialer and outreach solution that LeadCENTER has partnered with that helps agents maximize quality conversations while minimizing time-consuming tasks and workflows. Join us to learn how your LeadCENTER leads can be automatically transferred to your PhoneBurner account and see a demo of how to call leads in PhoneBurner.
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The WELLABE Medicare Supplement
12:00 pm - 1:00 pm
Join us for an exclusive Wellabe Webinar as we take you on a journey through our rich 95-year history, a legacy of excellence in healthcare.
Discover how our enduring commitment to senior clients has made us a trusted name in the industry.
The newly rebranded WELLABE Medicare Supplement means competitive rates, strong agent support, and outstanding customer service…and that’s not all…
In this webinar, we will unveil our latest breakthrough – an unparalleled Short Term Care product designed to bridge the gaps in coverage for your senior clients.
Learn how it can provide them with the comprehensive care they deserve.
Wellabe’s unique pricing model sets us apart in the Medicare supplement landscape.
We’ll delve into the details and show you how our pricing benefits both agents and clients alike.
Don’t miss this opportunity to explore the evolution of Wellabe and our dedication to meeting the diverse needs of your clients.
Join us and ensure your Medicare Supplement Tool Kit is truly complete with Wellabe.
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Discover the Allstate Medicare Supplement Secret: A Showcase of Savings and Growth Opportunities!”
1:00 pm - 2:00 pm
Join us for an exclusive showcase revealing the best-kept secret in the Medicare supplement industry! This event is a must-attend for anyone eager to enhance their portfolio with a standout product.
Discussion points to include:
  • Innovative Stackable Discounts: Learn about Allstate’s pioneering approach that offers up to 25% savings on Medicare supplement premiums.
  • Lead Generation: Explore strategies to leverage these discounts for new lead generation.
  • Exclusive Agent Incentives: Unlock More Compensation with Allstate Incentive program.
  • Client Value-Adds: Discover the exceptional client benefits setting Allstate apart, like improved hearing support through Amplifion and Active and Fit access.
  • Streamlined Processes: Get insights into our efficient on-the-spot underwriting and user-friendly electronic applications, simplifying your workflow.
Register today and come see what you have been missing and begin selling Allstate Medicare Supplements!
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2025 Devoted Health Rollout
2:00 pm - 3:00 pm
Join us as we discuss the sneak peeks of 2025 Devoted Health Medicare Advantage plans! This company is truly unique, down to the “why” behind its healthcare programs and initiatives. With some of the highest-rated Medicare Advantage plans in the country, this is one you won’t want to miss!
2024 Key Accounts Retreat , 2024 Key Accounts Retreat Senior Marketing Specialists , Key Accounts Retreat Senior Marketing Specialists
A Senior Marketing Specialists Webinar Exclusive
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Father’s Day
All Day
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Medicare Cafe
10:00 am - 10:30 am
Join the conversation at the Medicare Cafe! Here we discuss all things Medicare; selling, marketing, market updates, guest speakers, and any topics you bring to the table as well! Each session lasts from 10-20 minutes, depending on the topics and conversation. We meet weekly on Tuesdays at 10am (Central) on YouTube Liv , ...
Medicare Advantage Quote & eApp
11:00 am - 12:00 pm
Enter and save client’s prescription drugs, providers, and pharmacy. Compare plans and send quotes to clients. Learn about in-person and remote signature options and how to complete HRAs.
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Navigating the Potential Medicare Market Disruptions
1:00 pm - 2:00 pm
You’re invited to join us for an essential webinar where we’ll explore the anticipated changes and challenges in the Medicare Market over the coming months.
In this session, I will be joined by an industry expert to help you navigate and prepare for the upcoming Annual Enrollment Period (AEP). We will cover:
  • What potential market disruptions are coming.
  • Key actions to take today to ensure you are ready for AEP.
  • Strategies for planning a more efficient and effective AEP.
  • How to position yourself to take advantage of market disruptions.
Challenges often create opportunities, and this AEP could be one of the most challenging yet. Those who are well-prepared can turn these challenges into significant opportunities.
Don’t miss out on this valuable discussion. Register today to secure your spot!
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CSG APP | Medicare Supplement Quote & eApp
11:00 am - 12:00 pm
Quote all Medicare Supplement carriers and gain insights on rating classes, rate adjustments, loss ratios, underwriting, and more. Applying has never been easier with CSG’s universal, multi-carrier electronic application. This advanced technology allows you to complete one application process for multiple carriers, making the process more efficient.
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LeadCENTER Realtime Campaigns and Automate & Save
11:00 am - 12:00 pm
Consistent lead flow is important when growing your business. Learn about two ways agents can get leads delivered directly to them. Realtime campaigns allow agents to set their lead volume for the week and receive leads when they are available. Automate & Save delivers leads at the agent’s desired volume and selected days.
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The MAC Medicare Supplement
1:00 pm - 2:00 pm
Manhattan Assurance Company (MAC) has one of the easiest one-page E apps in the industry and year-round bonus programs. Join us to find out why you should add MAC to your toolkit and grow your sales even more.
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The Future of Medicare Supplements
2:00 pm - 3:00 pm
The Medicare Supplement market is experiencing record-breaking rate increases, causing many questions about the future of these plans and their beneficiaries. Join Matt Carson and Clayton Clemons of Senior Marketing Specialists to dive into the reasons behind the premium increases and how to navigate the changes.
2024 Key Accounts Retreat , 2024 Key Accounts Retreat Senior Marketing Specialists , Key Accounts Retreat Senior Marketing Specialists
A Senior Marketing Specialists Webinar Exclusive
 
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2024 NABIP Annual Convention
2:45 pm - 3:30 pm

Join our very own Dan Mangus as he moderates a panel discussion at the National NABIP Annual Convention in Chicago Entitled: “M&A & Me: What’s Best For Me? What Are My Choices?”

Date | Time

Monday, June 24, from 2:45 to 3:30 p.m.

Location

Hyatt Regency Chicago
151 E Wacker Dr
Chicago, IL 60601

 

Sponsored by

NABIP
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Medicare Cafe
10:00 am - 10:30 am
Join the conversation at the Medicare Cafe! Here we discuss all things Medicare; selling, marketing, market updates, guest speakers, and any topics you bring to the table as well! Each session lasts from 10-20 minutes, depending on the topics and conversation. We meet weekly on Tuesdays at 10am (Central) on YouTube Liv , ...
The Art of Presenting Short-Term Care: Elevate your game in the senior market by mastering the presentation of Short-Term Care to your clients.
10:00 am - 11:00 am
Whether you’re new to the senior market or looking to refine your approach, this webinar zeroes in on the ‘how-to’ of Short-Term Care, excluding the dense product specifics.
Expect to learn:
  • Strategic use of C.N.A./Fact Finder.
  • Showcasing the importance of STC.
  • Breaking the ice gracefully.
  • Mastering the conversation starter.
  • Demonstrating the need.
Shift your focus from product details to the effective presentation of Short-Term Care in the senior market. Whether you’re new to the senior market or looking to refine your approach, this webinar zeroes in on the ‘how-to’ of Short-Term Care, excluding the dense product specifics. Don’t miss out, register today!
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Final Expense Quote & eApp
12:00 pm - 1:00 pm
LifeCENTER is simplifying the Final Expense quoting experience for agents. Agents can enter their client’s health information and conditions to view eligible plans. Quote results will be sorted to present the best benefit for the best price. Agent can quickly start an application from the platform. After submission, policy information will be added to the client’s profile.
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Better protect your clients and grow your business by conducting a successful Client Needs Assessment (CNA) for the senior client!
10:00 am - 11:00 am
Advance your insurance career and client service to new levels by perfecting the art of the Client Needs Assessment (CNA). A glaring gap in many agents’ strategies is the lack of comprehensive client care, crucial for both nurturing client relationships and exploring ancillary sales opportunities. Our targeted webinar will equip you with the techniques to execute a flawless CNA, as taught by leading industry figures.
In this educational session, we will dive into:
  • How to leverage a CNA
  • Critical information gathering for agent success
  • Gathering the right client information
  • Techniques for accurate needs discovery
  • Crucial components for CNA success
Don’t miss out on this opportunity to refine your practice and commit to excellence in client service. Register today to secure your place in our upcoming webinar.
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“Unlock Your Potential: Join the Aflac Medicare Supplement Showcase”
12:00 pm - 1:00 pm
Attending the Aflac Medicare Supplement webinar is a must for agents looking to elevate their portfolio and strengthen client relationships. Here’s why it’s a must add brand:
  • Embrace a Trusted Brand: Explore how Aflac’s stellar reputation can boost client trust effortlessly.
  • Competitive Rates: Delve into Aflac’s compelling pricing compared to industry leaders.
  • Maximize Earnings: Dive deep into lucrative incentives that can supercharge your earnings with Aflac.
Tired of the struggle to sell unfamiliar Medicare Supplements? Aflac’s brand, known to 87% of seniors, simplifies client conversations.
Register today! This webinar will leave you inspired to enrich your portfolio with Aflac, a groundbreaking force in the world of Medicare Supplements. Get ready to present this game-changing opportunity to your clients and watch your success soar.
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Unlock Your Potential with “Plan N for the Win” – A Can’t-Miss Webinar Event
10:00 am - 11:00 am
In a world where every challenge is an opportunity for growth, it’s time to elevate your strategy with Medicare Supplement Plan N. Join us for an exclusive webinar, “Plan N for the Win,” and discover how to transform obstacles into victories. With agents already harnessing the power of Plan N, don’t miss your chance to get ahead.
Key Highlights:
  • Understand Plan N: Dive deep into the lower cost, cost-sharing benefits of Plan N, a plan the market desires.
  • History Lesson: Learn from the transition from Plan F to Plan G and how early adopters gained an edge.
  • Plan N Advantages Today: Increased commissions, lower premiums, and strategic co-pays make Plan N a triple win for clients, agents, and carriers.
  • Future Focused: Explore how Plan N’s current success is just the beginning of its growth potential.
Seize the moment to redefine your approach and secure a prosperous future. Plan N is not just a choice; it’s a strategic advantage for those ready to lead. Join us to create your future, leverage untapped markets, and build lasting relationships with your clients. “Plan N for the Win” is your opportunity to unlock unparalleled success. Reserve your spot now and be part of the winning team.
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Why Bankers Fidelity Hospital Indemnity Plans are the missing piece for your clients!
12:00 pm - 1:00 pm
New to the senior market or looking to learn about Hospital Indemnity products for your clients? This is the Webinar for you. We will dive into product details as well as highlight the some of the How-To aspects of this must have product for seniors!
In this Can’t miss event for the Senior Market Agent, we will be joined by industry experts to discuss:
  • What Sets Bankers Fidelity apart from the competitors.
  • Why Hospital Indemnity Plans
  • How Much do they need?
  • How to present HI to your client.
Don’t miss this opportunity to help you learn more about the Hospital Indemnity market to better protect your clients. Register today!
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July 2024
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