Banner Lead Day
2024-02-13 10:00 - 12:00, 2024-02-27 10:00 - 12:00 (America/Phoenix) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Join us for a very special Banner Lead Day opportunity at Fidelis. Maureen Zuercher from Banner has graciously offered to lead these opportunity days (and bring you leads) at the Fidelis Arizona Office. She will bring leads for 8 attendees who are selected and will be on-site to offer support and training for anyone attending.

Secure your spot by emailing Karrie@fidelisins.com (RSVP is required to participate.) You must be fully “Ready to Sell” with Banner under Fidelis to participate.

Not yet contracted with Banner? It’s not too late! Reach out to Karrie@fidelisins.com and we will help expedite your contracting experience.

Maureen at Banner is a great partner. We anticipate there will be future opportunities to partner with her, including future lead days, field opportunities, and more.
(Thank you, Maureen!)

2024 Office Hours: All Fidelis Offices Closed
2024-02-19 - 2024-02-23
Please be informed that the Fidelis team will be attending a Company Retreat from February 19th to 23rd, 2024. This retreat is dedicated to strategizing and improving as a company, ultimately leading to an even better agent experience for you.
Office Closure and Limited Availability:
• All Fidelis offices will be closed during this time.
• Our Commissions, Contracting, and Compliance Departments will have limited email access but will reply to your inquiries at their earliest convenience.

We understand that this closure may affect your schedule, and we apologize for any inconvenience. We look forward to resuming regular operations on Monday, February 26th, 2024, with a renewed commitment to your success.
For any immediate questions concerning the upcoming closure, please do not hesitate to contact your local Sales Director.
Thank you for your understanding and continued partnership.

National Webinar: Utilize Strategies to Make the Most Out of MedicareCENTER
2024-02-28 10:00 - 11:00 | Zoom
How to make the most out of MedicareCENTER!
Join guest speaker Anna Patrick in this live training exclusively for Fidelis agents, which will include:
• Sales strategies, such as how to market your PURL
• Enrollment capabilities and common questions
• Enhancements and additions: this is a great opportunity to see what has been added to the platform
• Section for Q&A
Click HERE to Register for the Webinar!

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Aetna Ablaze in Arizona
2024-03-01 10:00 - 11:00 | Zoom
Our Aetna Arizona Team has exciting news, plans, and opportunities! Join this Fidelis Arizona exclusive session via Zoom on Friday, March 1st @ 10 AM.

Join Zoom Meeting
https://us06web.zoom.us/j/89418904546?pwd=[REDACTED]
Meeting ID: 894 1890 4546
Passcode: [REDACTED]
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One tap mobile
+13462487799,,89418904546#,,,,*[REDACTED]# US (Houston)
+16694449171,,89418904546#,,,,*[REDACTED]# US
—
Dial by your location
• +1 346 248 7799 US (Houston)
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)

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Growing with Cigna in 2024 & Beyond
2024-03-05 10:00 - 11:00 | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Join Chris O’Strand at the Fidelis Arizona Office as he covers:
• News – Cigna’s Recent Announcements
• Network Highlights
• Leveraging Dental Offices For Referrals
• & More Marketing Opportunities
We’ll see you there!

Please RSVP to karrie@fidelisins.com to claim your spot! Space is limited.

There will be an amazing raffle for those who come in person, but if you cannot make it in person, join us via Zoom:
https://us06web.zoom.us/j/81500997524?pwd=[REDACTED]

Meeting ID: 815 0099 7524
Passcode: [REDACTED]
—
One tap mobile
+16699006833,,81500997524#,,,,*[REDACTED]# US (San Jose)
+17193594580,,81500997524#,,,,*[REDACTED]# US
—
Dial by your location

+1 669 900 6833 US (San Jose)

Meeting ID: 815 0099 7524
Passcode: [REDACTED]

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Gold Kidney Opportunity Day at Fidelis Arizona
2024-03-07 10:00 - 11:00 | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Join our local Gold Kidney leadership team as they share exclusive opportunities with Fidelis Agents and Agency Principals.
Find out about DKA partnership opportunities and event support that Gold Kidney can offer. You’ll also learn about the unique position the Gold Kidney plans have in the Arizona Medicare space. Don’t miss it!
RSVP to karrie@fidelisins.com and save your spot!

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UHC Business Planning + Fidelis Arizona Exclusive!
2024-03-08 09:30 | Zoom
Join us for a Business Planning Training with United Healthcare! For more details, please get in touch with Sales Director Karrie DeVore at Karrie@fidelisins.com.

Join Zoom Meeting
https://us06web.zoom.us/j/82709576730?pwd=[REDACTED]
Meeting ID: 827 0957 6730
Passcode: [REDACTED]
—
One tap mobile
+12532050468,,82709576730#,,,,*[REDACTED]# US
+12532158782,,82709576730#,,,,*[REDACTED]# US (Tacoma)
—
Dial by your location
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)

National Webinar: Helping People Year-Round D-SNP, LIS, & C-SNP Opportunities
2024-03-27 10:00 - 11:00 | Zoom
Join Sales Director Karrie DeVore for our March National Webinar!
• Learn How To Compliantly Help Medicare Beneficiaries Year-Round
• D-SNP, Low-Income Subsidy, & C-SNP Opportunities
• Support To Help You as You Grow This Part of Your Business
• Where To Go For Help (Anywhere in the Nation!)
Register today for this exciting webinar by clicking HERE!

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Banner Lead Day (Virtual)
2024-03-28 09:30 - 10:00 | Microsoft Teams
Banner will be providing leads to a select group of agents. To participate, you must attend the 30-minute Teams meeting.

LIMITED TO 10 QUALIFIED RSVP’s.

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2024 Holiday Hours: Good Friday
2024-03-29
All Fidelis offices will be closed on Friday, March 29th, in honor of Good Friday. We will be back to normal operating hours Monday, April 1st.

Wellcare Lead Day at Fidelis Arizona
2024-04-02 09:30 - 10:00 | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Please join Cameron Franklin at the Fidelis Arizona Office for WELLCARE LEAD DAY!
Qualified Agents can pick up leads or stay and make calls at Fidelis.
RSVP is required. Please RSVP to karrie@fidelisins.com.

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BCBSAZ Health Choice Lead Day at Fidelis Arizona
2024-04-05 09:30 - 11:30 | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Great news! BCBSAZ HEALTH CHOICE LEAD DAY AT FIDELIS ARIZONA
Manny will be hosting a short session and sharing HEALTH CHOICE LEADS with a limited number of qualified agents.
Save your spot today! RSVP to Karrie@fidelisins.com.

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C-SNP Workshop at Fidelis Arizona
2024-04-11 10:00 - 14:00 | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
WELCOME TO C-SNP WORKSHOP 2024!
This is a very special workshop that will give you insight to the C-SNP opportunity and the info you need to know, as well as a look at the 8 carriers (our guest speakers) offering Chronic Special Needs Plans in Arizona in 2024.
Lunch will be provided. Please RSVP to Karrie@fidelisins.com to reserve your spot!
Our Guest Speakers:
1. Wellpoint/Elevance/Amerigroup
2. Wellcare
3. UHC
4. Cigna
5. Gold Kidney
6. Devoted
7. Scan
8. Alignment

Banner Lead Day (Virtual)
2024-04-12 09:30, 2024-04-23 09:30 - 10:00 | Microsoft Teams
Banner D-SNP LEAD OPPORTUNITY!
To participate in this Banner Lead Day you must be RTS with Banner under Fidelis or a Fidelis Agency Partner.
You must attend the Teams meeting at 9:30 AM on the day of lead distribution for check-in to participate. There will be a drawing for those who report back appointments and/or enrollments!
There is limited space for this opportunity, RSVP now to Karrie@fidelisins.com.

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Annual Agent Appreciation in Arizona
2024-04-17 10:00 | Chase Field, 401 E Jefferson St, Phoenix, AZ, 85004, United States
FIDELIS ALL-STAR APPRECIATION EVENT
Batter Up! Get ready for our annual Agent & Agency Appreciation event, celebrating the hard-working people who make Fidelis outstanding in our “field”!
Join us at 10 AM and please, don’t be late! We have arranged a special entrance and staff to help you get early access to this exclusive venue! All who attend will be invited to stay for the Diamondbacks vs. Cubs game!
All Agents and Agency Principals with at least 1 contract under Fidelis or any Fidelis Agency are invited!

EARLY RSVP is required. Please email Karrie@fidelisins.com if you have not RSVP’d but would like to attend the celebration and game tomorrow.

Please click here to view the Parking Map and Driving Instructions.

Have questions? Please call our office at 480-712-8699, or reach out to karrie@fidelisins.com.

This very special event has been made possible thanks to generous sponsorship from our great friends at Aetna Medicare Solutions.

BCBSAZ Health Choice Lead Day
2024-04-19 09:30 - 11:30 | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States

Fidelis DSNP Deep Dive at Blue Cross Blue Shield of Arizona Health Choice
2024-04-22 13:00 - 15:00 | BCBSAZ Health Choice, 8220 N 23rd Ave, Phoenix, AZ, 85021, United States
Manny Felix and the Blue Cross Blue Shield D-SNP team will be hosting this “Deep Dive” into great strategies to multiply your D-SNP opportunity and enrollments.
Don’t miss this one-time opportunity exclusively for Fidelis Agents and Agency Partners!

Save your spot today! RSVP to Karrie@fidelisins.com.

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Med Supp Education Series: The ALLSTATE Medicare Supplement
2024-05-01 10:30 - 11:30 | Zoom
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. Join us as we discuss:
• 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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BCBSAZ Health Choice Lead Day
2024-05-07 09:30 - 10:30 | Zoom
Great news! BCBSAZ HEALTH CHOICE LEAD DAY on ZOOM
Manny will be hosting a short session and sharing HEALTH CHOICE LEADS with a limited number of qualified agents.
Save your spot today! RSVP to AZsales@fidelisins.com.

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Med Supp Education Series: The Humana Achieve Medicare Supplement
2024-05-08 10:30 - 11:30 | Zoom
Is Humana Achieve Medicare Supplement Still Relevant?
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
Click HERE to register! Don’t miss out on this opportunity to stay ahead in the Medicare supplement industry.

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Med Supp Education Series: Spotlight On Bankers Fidelity!
2024-05-09 12:30 - 13:30 | Zoom
Cross-selling is essential for insurance agents…and it just so happens that ancillary coverage like Hospital Indemnity, is essential for consumers – it’s a true win, win.
Bankers Fidelity Life Insurance Company® is a provider of a competitive line of life and supplemental health insurance products, including:
• Medicare Supplement Insurance
• Short-Term Care Insurance
• Final Expense Life Insurance
• Lump Sum Cancer Insurance
• Hospital Indemnity Insurance
For 65 years, we have had the honor of supplying the individual and senior market with a comprehensive suite of products and responsive service. We understand our customers’ needs and aim to help provide them with the peace of mind they deserve. At Bankers Fidelity, we know the value of going above and beyond to ensure that every policyholder’s desires needs are met.
Click HERE to Register and join us to learn more about this essential product from Bankers Fidelity!

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Med Supp Education Series: The MAC Med Supp Showcase
2024-05-14 10:30 - 11:30 | Zoom
Exploring the Continued Relevance of Medicare Supplement with MAC.
Join us for a webinar on the importance of Medicare Supplement in today’s market, featuring insights from Manhattan Assurance Company (MAC). Known for its competitive pricing nationwide and a streamlined application process, MAC stands out in the industry.
Established in 1850, MAC’s longstanding reputation as one of the oldest and most dependable companies is a testament to its reliability and expertise.

Key Highlights:
– Uncover the benefits of Manhattan Life’s exceptional Medicare Supplement plans.
– Introduction to MAC’s latest offering: a cutting-edge Short Term Care product, set to revolutionize Longevity Health Planning.
This eagerly awaited addition promises significant impacts on the industry.

Attend this webinar to gain valuable insights and expand your offerings with MAC’s innovative solutions. Click HERE to Register!

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Med Supp Education Series: The ABL Medicare Supplement
2024-05-14 11:00 - 12:00 | Zoom
As an insurance agent, you know that selling Medicare Supplements to seniors is a great way to grow your business. But with so many companies on the market, it can be hard to know where to start.
Join our exclusive webinar on ABL Medicare Supplement and discover why it’s the top choice for your clients. With competitive rates, on-the-spot underwriting, and a rich company history, this webinar is a must-attend event.
ABL Medicare Supplement offers highly competitive rates, providing exceptional value to your clients. Learn how its on-the-spot underwriting process streamlines eligibility assessment and ensures immediate coverage.
Don’t miss this opportunity to enhance your business. Register HERE for the ABL Medicare Supplement webinar.

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Banner Lead Day (Virtual)
2024-05-15 09:00 - 10:00 | Microsoft Teams
Banner D-SNP LEAD OPPORTUNITY!
To participate in this Banner Lead Day, you must be RTS with Banner under Fidelis or a Fidelis Agency Partner.
You must attend the Teams meeting at 9:30 AM on the day of lead distribution for a quick review, tips, and check-in to participate. There will be a drawing for those who report back appointments and/or enrollments!
There is limited space for this opportunity, RSVP now to AZsales@fidelisins.com.

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Med Supp Education Series: Plan N For The Win!
2024-05-15 10:30 - 11:30 | Zoom
Spring is almost here, but the weather isn’t the only thing that’s changing…the Medicare Supplement market is in flux too, and you know what – we’re EXCITED about it -!
Because we know that being partnered with folks like you means that we’re uniquely positioned to spot & capitalize on opportunities that others will miss!
With healthcare costs on the rise, senior insurance products like Medicare Supplements have never been more essential…and yet, foreseeable headwinds are likely to through many off course, but not you and me!
Join us to learn why Med Supp PLAN N is poised to become a crowd favorite—a growing super star in the senior insurance marketplace—and to learn how you can become an early adopter and seize this opportunity before the ship has sailed!
Click HERE to Register!

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Med Supp Education Series: The AFLAC Med Supp Showcase
2024-05-16 11:00 - 12:00 | Zoom
Are you an agent searching for an exceptional opportunity to expand your portfolio and offer top-notch coverage to your clients? Look no further!
The upcoming webinar on Aflac Medicare Supplement is precisely what you need to unlock a world of benefits and growth potential.
With an astounding 87% recognition rate among seniors, Aflac’s iconic duck logo has become synonymous with trust and reliability. By adding Aflac Medicare Supplement to your portfolio, you instantly tap into this established brand’s credibility, giving your clients the peace of mind they deserve when making important healthcare decisions.
During the webinar, you’ll gain valuable insights into the features and advantages of Aflac’s Medicare Supplement plans. You’ll discover the unparalleled rates they offer, ensuring affordability without compromising on quality coverage. Having the ability to provide your clients with great rates is not only financially advantageous for them, but it also positions you as a trusted advisor in their eyes.
Moreover, Aflac Medicare Supplement offers a comfortable conversation about healthcare coverage. By attending the webinar, you’ll learn about the user-friendly tools and resources that simplify the enrollment process, making it a seamless experience for both you and your clients.
Click HERE to Register!

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Med Supp Education Series: How to Present Hospital Indemnity
2024-05-20 09:00 - 10:00
Better protect your clients from their MA coverage gaps.
CSG makes the Hospital Indemnity cross-sell easy with the Fill the Gaps tool. Ryan McMillan from Bankers Fidelity will be joining us to talk about Hospital Indemnity plan benefits. We will demonstrate how you can stack Bankers Fidelity Hospital Indemnity plans, adjust daily benefit amounts and add plan riders to customize a plan for your client to fill their Med Adv coverage gaps. Agents say this tool helps them explain the benefits of a Hospital Indemnity plan to their MA clients making it the perfect cross-selling tool.

Click HERE to Register!

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National Webinar: Client Needs and Tailored Solutions with the Queen of the Bundle
2024-05-21 10:00 - 11:00 | Zoom
Fidelis presents nationally recognized Gaylan Hendricks, the Queen of the Bundle, to highlight the powerful relationship between understanding client needs and delivering tailored solutions.
You may have heard Gaylan speak at industry conferences such as Medicarians, MedicareCon, Ms. Medicare, and Medicare & Margaritas, to name a few. Gaylan is a dynamic speaker who has been rocking the insurance industry for nearly 40 years. Her inspirational message will show you how to grow your business NOW!

Click HERE To Register for the Webinar!

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