Fidelis

Med Supp Education Series: The Humana Achieve Medicare Supplement
2024-05-08 10:30 - 11:30 (America/Phoenix) | 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 (America/Phoenix) | 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 (America/Phoenix) | 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 (America/Phoenix) | 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 (America/Phoenix), 2024-05-30 09:00 - 10:00 (America/Denver) | 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 (America/Phoenix) | 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 (America/Phoenix) | 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 (America/Phoenix) | AZ
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 (America/Phoenix) | 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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Med Supp Education Series: Perfecting The Client Needs Assessment
2024-05-21 10:30 - 11:30 (America/Phoenix) | Zoom
Take better care of your clients by unlocking the power of a Client Needs Assessment.
Join us for an exclusive webinar that will empower you to enhance your insurance career and prioritize your clients like never before. Discover the secret to success by incorporating a Client Needs Assessment (CNA) into your toolkit, ultimately boosting your ancillary sales.
During this session, we will delve into:
– Unlocking the Power of a Successful CNA
– Essential Information to Seek
– Proven Sample Questions
– Uncovering Client Needs Effectively
– The Key Ingredients for Success
Secure your spot and save the date for this invaluable information showcase.
Register HERE to transform your insurance practice!

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Med Supp Education Series: Mastering Med Supp - Part 1
2024-05-22 10:30 - 11:30 (America/Phoenix) | Zoom
Are you new to the world of Medicare Supplements?
Join us as we embark on a journey to uncover the compelling reasons behind why 1 in 3 clients are embracing the power of Medicare Supplements.
It’s time to tap into the immense potential of this series and supercharge your Medicare Supplement knowledge.
Learn the secrets behind why one-third of clients are seizing the opportunity with Medicare Supplement coverage.
Medicare Supplements, or Medigap plans, are the missing puzzle piece that completes your Medicare coverage, elevating it to new heights. In this exclusive event, we will guide you through the compelling reasons why these plans have always been an absolute must-have for anyone seeking optimal protection and peace of mind.
Click HERE to Register! Join us as we delve deep into the realm of Medicare Supplements, revealing the extraordinary advantages that await your clients.

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Med Supp Education Series: The Ace Med Supp Showcase
2024-05-23 10:00 - 10:30 (America/Phoenix) | Zoom
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 HERE and be a part of the revolution reshaping Medicare Supplement insurance!

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National Webinar: Hospital Indemnity With GTL
2024-05-23 10:00 - 11:00 (America/Phoenix) | Zoom
Join us as Greg Esposito, Assistant Vice President of Sales from GTL, speaks about Hospital Indemnity and the challenges and benefits that come along with selling this product.
– Find out how top-selling agents cross-sell GTL’s hospital indemnity plan in just a few minutes.
– Learn multiple methods to both prospect for new hospital indemnity clients and cross-sell to existing clients.
– Watch how easy it is to set-up a client’s plan and submit an e-application.
– See, first-hand the many reasons GTL’s Advantage Plus remains the best hospital indemnity plan option.
– Win-Win product! Lower or eliminate the client’s net out of pocket hospitalization costs and increase your commissions!
Attend this webinar to learn more about the GTL Advantage Plus Elite Hospital Indemnity Plan, a leading choice since 2005, boasting stable rates and benefits. The plan has issuance available for individuals aged 40 to 85 and guaranteed issuance for ages 64 ½ to 70. It offers efficient e-app platforms, top-notch customer service, and has paid over $192 million in claims in the last 5 years.

Click HERE to register for the webinar.

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Med Supp Education Series: Plan N For The Win!
2024-05-23 10:30 - 11:30 (America/Phoenix) | 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 market place – 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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2024 Holiday Hours: Memorial Day
2024-05-27 | AZ
All Fidelis offices will be closed on Monday, May 27th, in honor of Memorial Day. We will be back to normal operating hours on Tuesday, May 28th.

Med Supp Education Series: The Lumico Medicare Supplement!
2024-05-28 08:00 - 09:00 (America/Phoenix) | Zoom
Is your Medicare Toolkit fully equipped with some of the most competitive positioned Medicare Supplements in the Market?
The Lumico med Supp is a popular and dynamic choice for brokers and agencies alike, offering competitive rates, a uniquely attractive fitness program, and several value props that you don’t want to overlook. In addition, we will have a special guest joining this webinar from Lumico.
Click HERE to Register! Join us to discuss and learn all the reasons you should have Lumico as part of your Medicare Tool kit!

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Med Supp Education Series: How To Present Short-Term Care
2024-05-28 10:30 - 11:00 (America/Phoenix) | Zoom
New to the senior market or looking to learn about Short-Term Care products for your clients? This is the Webinar for you.
We are not going to dive into product details as much as highlight the How-To aspects of this must have product for seniors!
In this Can’t miss event for the Senior Market Agent, we will discuss:
-Who Needs Short-Term Care?
-How Much do they need?
-How to present STC to your client.
Click HERE to Register! Don’t miss this opportunity to help you learn more about the Short-term care market to better protect your clients.

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Med Supp Education Series: The WoodmenLife Med Supp Showcase
2024-05-29 10:00 - 11:00 (America/Phoenix) | Zoom
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
Click HERE to register today and offer outstanding value to your clients through WoodmenLife’s new Med Supp plans.

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Med Supp Education Series: Mastering Med Supp - Part 2
2024-05-29 10:30 - 11:30 (America/Phoenix) | Zoom
How to Identify the Med Supp Client and Maximize Success!
New to Medicare Supplements or the Senior Market? join our webinar to excel in identifying Med Supp clients!
In this webinar, we’ll dive into the strategies for pinpointing Med Supp clients, crucial for thriving in this market.
You’ll learn to:
– Grasp Key Demographics: Delve into the demographic characteristics typical of Med Supp clients. We’ll explore how factors and lifestyle significantly influence the likelihood of individuals seeking extensive healthcare coverage and financial stability through Med Supp plans.
– Highlight Sought-after Benefits: Discover the most sought-after benefits by typical Med Supp clients when selecting a plan. Whether it’s thorough coverage for deductibles and copays, preferred provider access, or prescription drug benefits, understand how to align your services with the benefits that most appeal to your potential clients.
Mark your calendars and Register HERE and learn how to identify Med Supp clients, opening new avenues for your business success. Don’t miss this opportunity!

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Spotlight on Wellabe's Products in Your Market!
2024-06-25 10:00 - 11:00 (America/Denver) | Zoom
Please join Fidelis and Wellabe for a comprehensive spotlight training on top products in your market!
Our guest speaker – Kio Santana, National Sales Distribution Manager, will be presenting an overview of the following Wellabe products:

Hospital Indemnity
Medicare Supplement
Short-Term Care

Additionally, learn how to access important resources on the agent portal! Click HERE to Register!

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Fidelis How-To Series: Grassroots Marketing & Client Engagement with UHC
2024-06-27 09:00 - 11:00 (America/Phoenix) | Zoom
Join us for our next “How-To” training with Matt Bloom from UnitedHealthcare!
This combines the best tips from two of the top-requested skill classes UHC has added this year into one, tailored session to help all Brokers get more out of their opportunities and efforts.
Tune In To Learn About:
– Grassroots Marketing
– Finding & Engaging with Clients
The Fidelis How-To Series offers meaningful topics that are intended to help sharpen your skills and can be used to help you in all markets you serve. Register Now! Don’t miss this session filled with tips to help you grow your Medicare business!
Fidelis Consultants is a recognized FMO licensed in all 50 states, with access to the most recognized national and regional carrier contracts. If you’re ready to Elevate Your Medicare Career, reach out to learn more about the Fidelis resources, support, and Opportunities You Can Take Advantage of Today!
Click Here to Register!

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2024 Holiday Hours: Independence Day
2024-07-04 - 2024-07-05 | AZ
All Fidelis offices will be closed on Thursday, July 4th, in honor of Independence Day. On July 5th, all offices will be closed and the Fidelis team will be available virtually. We will be back to normal operating hours on Monday, July 8th.

National Webinar: AEP Readiness Program
2024-07-10 10:00 - 11:00 (America/Phoenix) | Zoom
Join Bernadette Russo & Marisa Kanold of the Colorado Fidelis Office as they teach you how to get a jump start on AEP with our Readiness Program!
• Build a Winning Business Plan
• Learn Successful Tips and Strategies
• Prepare for the BIGGEST Medicare Sales Opportunity of the Year!
Bernadette and Marisa will be walking you though every step of the 90 – 60 – 30 Day Countdown, setting you up for a successful AEP!

Click HERE to register for the webinar.

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Rev Your Engines with Devoted Health!
2024-07-19 11:00 - 13:00 (America/Denver) | Octane Raceway, 9119 Talking Stick Way, Scottsdale, AZ, 85250, United States
Rev Up Your Engines & Get AEP Ready!
Devoted Health will be hosting a Fidelis Agents and Agency Partner exclusive 1-hour educational/strategy session where we will guide you through essential talking points to equip you in preparing your clients for the dynamic changes ahead in the Medicare landscape.
Following the engaging strategy and education session, get ready to rev your engines and hit the track!
Don’t miss out on this opportunity to kickstart your AEP strategy, gain valuable insights, and enjoy some adrenaline-fueled fun with Devoted Health. Secure your spot today and get ready to race towards success in 2025!
Click Here to Reserve Your Spot!

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National Webinar: Understanding Compliance with Mitch Anderson & Brad Woolard
2024-07-31 10:00 - 11:00 (America/Phoenix) | Zoom
Join Mitch & Brad as they discuss all things Compliance!
This webinar will cover everything you need to know about:

Medicare Products
First Tier Downstream and Related Entities
TPMO
Medicare Plan Regulation
Enrollment Periods
Communications and Marketing Guidelines

Staying on top of these guidelines is crucial for keeping compliant and avoiding potential penalties. Don’t miss out on this chance to get the latest updates and insights!
Please click here to register and add this event to your calendar!

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Aetna Workshop: How to Give a Compelling Sales Presentation at the Fidelis Arizona Office
2024-08-09 10:30 - 11:30 (America/Phoenix) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Join us at the Arizona Office for a workshop with the Aetna Team on “How to Give a Compelling Sales Presentation.” For more information, please contact Karrie DeVore, the local Sales Director.

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Med Supp Education Series: The ALLSTATE Medicare Supplement
2024-08-13 10:00 - 11:00 (America/Phoenix) | Zoom
“Discover the Allstate Medicare Supplement Secret: A Showcase of Savings and Growth Opportunities!”
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 lep verage 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.

Click Here to Register Today and come see what you have been missing and begin selling Allstate Medicare Supplements!

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Med Supp Education Series: The WELLABE Medicare Supplement
2024-08-13 11:00 - 12:00 (America/Phoenix) | AZ
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 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. Click here to register today!
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Med Supp Education Series: WELLABE
2024-08-13 12:00 - 13:00 (America/Phoenix) | AZ
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. Click here to register today.
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