Training & Webinars

Recorded Events

Webinar: Multi-Carrier Quoting Tool

Medicare Supplement Insurance

Make your job easier with the ability to compare quotes between carriers for your clients! Join AIM’s Mike Anderson and special guest Brien Welch, Sales Director from CSG Actuarial for a review of CSG’s MarketAdvisor — a tool that allows agents to build and compare custom senior insurance quotes for Medicare Supplement, Dental, Hospital Indemnity and more.

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Webinar: Mutual of Omaha Claims Process Overview

Long Term Care Insurance

Join Senior Internal Wholesaler Mike Anderson and Mutual of Omaha LTC Claims Director Deborah Giroux for a look at the carrier’s evolving claims process and some claims basics that will allow agents to help their clients access the benefits needed in that most trying time.

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Webinar: GILICO’s LTC Hybrid and Annuity Portfolio

Annuities

Join Don Erickson and GILICO’s Nate Self for an overview of their Annuicare LTC hybrid product and a look at Gilico’s annuity portfolio. With interest rates doing well, more and more clients are looking around to find better growth options for their stashes of cash. Nate will be highlighting the Annuicare product and also some of GILICO’s other very competitive annuities.

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Webinar: The Golden Age of LTC is Here

Long Term Care Insurance

Join Senior Internal Wholesaler Mike Anderson for a glance into the future as multiple states — California, New York and Pennsylvania — are on deck with their versions of an LTC payroll tax. That will likely translate into more opportunities for business than agents can imagine and we want you to be prepared.

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Webinar: Three GTL Short-Term Plans Your Clients Should Know About

Short Term Care Insurance

GTL has a suite of short-term care products for your clients to choose from based upon their anticipated future needs, budget and current health condition. Underwriting is minimal and the potential cash benefits are high! Join us as we look into GTL’s Critical Cash, Short-Term Home Health Care and Home Care Secure plans. Join Don Erickson and our special guest Greg Esposito with GTL to see how you can finish your year off strong!

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Webinar: GILICO Annuity Portfolio Review

Annuities

Join Don Erickson and GILICO’s Nate Self for a Look at the Carrier’s annuity portfolio. With interest rates soaring, more and more clients are looking around to find better growth options for their stashes of cash. Nate will highlight some of GILICO’s very competitive offerings with ideas on how to position them to benefit agents and their clients.

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Webinar: The Golden Age of LTC

Long Term Care Insurance

Take a look at the LTC Payroll Tax concept, it’s impact on the market after the Washington surge and what is expected in the next go-round (NY, CA, MI, MN) expected in 2023 and 2024. Based on what we saw in Washington, the next several years are setting up to be what Mutual is referring to as the Golden Age of LTC.

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Webinar: Cross-Selling Ancillary Products to your Medicare Clients

Hospital Indemnity

Clients using Medicare Advantage or another type of health care plan with a large deductible can benefit highly by having a hospital indemnity plan. For a very affordable monthly premium, clients can reduce or eliminate any net out of pocket costs when future hospitalization events occur with a GTL Advantage Plus plan. Agents are very aware how important it is for clients to have some type of cancer coverage. Let’s talk about how to easily and comfortably bring up cancer coverage to clients and also take a look at the best cancer plan in the market, Precision Care. Join AIM’s Don Erickson and GTL’s Greg Esposito to learn about these valuable plans.

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Webinar: Worksite LTC Can Change Your Practice

Long Term Care Insurance

Having access to Worksite LTC options can be catalyst for change in your practice. Worksite offerings will allow you to help your business clients save on their taxes, potentially avoid LTC Payroll taxes and offer meaningful protection for their employee retirement plans. Join Senior Wholesaler Mike Anderson on Nov. 2 to learn about 4 distinctly different options that you can make available to your business accounts and how to start moving forward with those conversations now. Join Mike Anderson for a look at both of these phenomena and get ready for LTC Awareness Month!

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Webinar: Medicare Advantage for Newbies

Medicare Advantage & PDP

Are you thinking about getting into Medicare but haven’t jumped in yet? Using his own personal experience as a starting point, Carlos will provide a perspective with no sugar coating. While there are some hurdles to jump over to start doing Medicare business he’ll keep it simple, because once you get one MA plan and one MedSup carrier in your quiver, then you will be able to apply the learning and start the earning!

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Webinar: The Hybrid Life - LTC Product your Clients Need

Linked Benefits

Take an in-depth at Allstate’s hybrid LTC product for the Worksite, part of a voluntary product portfolio that is growing in popularity. With minimal participation requirements and no health questions, this serves as a tremendous value add for your clients benefit portfolio. Join Don Erickson and Isabelle McCutcheon to learn about why you need this one-stop product in your repertoire today!

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Webinar: Repurposing Qualified Assets to Fund a Hybrid LTC Plan

Linked Benefits

More and more Long Term Care prospects are turning to hybrid options to address their LTC concern. Join Don Erickson and One America’s Jeremy Veryser  to get all the details  on the only turnkey hybrid LTC strategy in the marketplace designed specifically to accept these funds. You’ll get more details about: -  A 20% bonus applied to the incoming funds -  One America’s ability to cover both spouses using funds from one individual’s qualified dollars -  How the OneAmerica plan can be used to satisfy the Secure Act inherited IRA requirements for non-spousal beneficiaries. Don’t miss this chance to learn about this increasingly popular product.

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Upcoming Webinars and Events

October
2021
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United World is Coming to Oregon!

We are pleased to announce you can begin selling a BRAND-NEW Medicare supplement plan in Oregon thro ...

How to Navigate the Underwriting Process and Avoid LTC Declines!

One of the biggest steps in the LTC presale process is the underwriting process. Take a deeper look ...

Long Term Care Matters!

Find Out Why the Rapidly Evolving Market is Impacting Your Clients NOW! AIM's Mike Anderson will ...

Washington State LTC Tax: What We Experienced and What YOU Can Expect!

The Washington LTC Trust and Tax created a tsunami of activity and sales for agents. And there are n ...