BROKER EVENT CALENDAR
Workshops, Training Webinars, Lunch & Learns, Clinic Tours, Kit Pick-ups, and Broker Appreciation Events by Carriers, Clinics, and Carothers.
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Spotlight on GTL Ancillaries
Cross-selling is essential for insurance agents…and it just so happens that ancillary coverage like STC, Hospital Indemnity, Cancer, Heart Attack & Stroke planes is essential for consumers – it’s a true win, win.
With GTL you have access to outstanding products in each of the aforementioned categories.
Join us to learn more!
OBBBA Budget Bill: Navigating the New Benefits Landscape
Approved CE Course ID: 28539
Course Type: Life & Health
Course Credit: 1 Hour
The AHL IdealFlex Hospital Indemnity Showcase
American Home Life IdealFlex Series Hospital Indemnity:
• AHL's HI provides incredible cross-selling/retention opportunity
• Simple and streamlined instant decision Eapp process
• More base benefits than any product on the market
• 10 rider options to tailor the plan to the client's very specific needs
• Industry leading agent commissions/Incentives
Sales Ideas for Selling Children's Life Insurance Policies
Learn how to position children’s life insurance as a simple, affordable way for families and grandparents to protect a child’s future by locking in lifelong coverage early.
An Easy Bridge to Cross - Cross-selling to Medicare Clients
Naturally approach life insurance conversations with existing Medicare clients, using simple, guaranteed products that address final expenses and legacy planning.
How To Win More Clients in 2026
A Sales Acceleration Session with Todd Hartley
Get Proven Techniques to Double your Close Rate and Grow Revenue in 2026!.
United Healthcare - Help Seniors Reduce Out-of-Pocket Costs
With AEP behind us, many seniors may not realize their Medicare Advantage or Supplement plan could still leave them with unexpected medical expenses. For those on a fixed income, even one hospital stay can force difficult choices between essential needs like groceries or utilities. Rising healthcare costs and out-of-pocket expenses—such as hospital copays and skilled nursing fees—can quickly erode the savings they’ve worked a lifetime to build. Your clients need solutions, and UnitedHealthcare delivers.
Join our exclusive webinar to explore three valuable solutions:
• AdvantageGuard – Hospital indemnity coverage
• AccidentWise – Accident protection
• CriticalGuard – Critical illness coverage
These plans offer guaranteed issue coverage, helping you provide peace of mind for your clients—while maximizing competitive commissions and bonus opportunities.
Reserve your spot today!
Serving Spanish-speaking Clients in IntegrityCONNECT (in Spanish)
IntegrityCONNECT makes it easier than ever to serve your Spanish-speaking clients in their native language. Join our Spanish-language IntegrityCONNECT overview training, where we’ll show you how to send marketing emails and texts, complete Scope of Appointments, compare plans, and submit E-Applications—all in Spanish.
Client Retention Strategies
Maintaining engagement with your clients during OEP is key—not only for retention but for strengthening relationships. Discover strategies to keep your clients engaged throughout OEP and all year long.
Agenda
PlanEnroll Learning Center
Marketing emails and texts
Legacy Safeguard
Ask Integrity Cross-sell Recommendations
United Healthcare - ACA Alternatives to Keep Your Clients Covered
The ACA market is facing significant challenges—expiring subsidies, rising rates, and potential enrollment declines. Your clients need solutions, and UnitedHealthcare delivers.
As the largest health insurance carrier in the U.S., rated A+ Superior by AM Best, UnitedHealthcare offers innovative alternatives through its Golden Rule (UnitedHealthOne) division, backed by more than 80 years of experience in the individual market.
Join our exclusive webinar to explore three powerful ACA alternative options:
• TriTerm Medical – 3-year coverage
• Short Term Medical – Up to 1-year in most states
• Health ProtectorGuard – The powerhouse of fixed benefit plans
These plans feature simplified underwriting and access to the nation’s largest provider network. For brokers, this means delivering valuable options during a challenging time—while maximizing competitive commissions and bonus opportunities.
Reserve your spot today!
IntegrityCONNECT New User Training & Enhancements | For Life Agents
IntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more. This webinar will be a combination of some new user training and recent platform enhancements!
Necessary Alternatives for Under 65 Clients
As ACA premiums continue to rise for your under age 65, it is critical to have alternatives options for your clients. - Friday, January 9, 2026 · 8:00 a.m PST
Growing Your Business in 2026 with Health Exclusive Leads
Supercharge your business with exclusive, compliant health leads. Join us to learn how to connect with consumer in real-time as they are looking to speak with a license health agent about their Medicare options. Agents can target their ideal clients through our customizable direct mail pieces. There is a lead type of any agent no matter their budget, schedule or experience working leads. The best part is, leads seamlessly flow into IntegrityCONNECT Clients so you can instantly start working leads and take advantage of the automated marketing to start connecting with them without ever having to log into the platform. Your Integrity Business Phone automatically records and stores your lead calls and can quickly provide you call summaries for easy follow-up
Getting Started with IntegrityCONNECT for Health Agents
Learn how the IntegrityCONNECT platform works to help agents better serve and manage their clients, grow their business and be more efficient. Agents who use IntegrityCONNECT submit 79% more applications! We will cover the key features in IntegrityCONNECT and Ask Integrity that are driving agent success and helping them set more appointments, close more sales and retain their clients.