Mastering Group Medicare and Home Health Care with Presbyterian
2025-05-08 11:00 - 13:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
A new training that brings essential Group Medicare processes and valuable Home Health Care insights to you! Join Presbyterian and Fidelis Consultants in this valuable, in-office training.
Featuring special guest Esli Orneles, this training will be a great opportunity for new and seasoned agents to engage/re-engage with Presbyterian and their products. Esli is a wonderful resource for all things Presbyterian, don’t miss this opportunity!
Click here to RSVP!

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Med Supp Education Series: Master STC Underwriting & Close More Deals!
2025-05-12 12:00 - 13:00 (America/Phoenix) | Zoom
In this power-packed session presented by Renee Stutes, GoldenCare’s Underwriting Specialist, we’ll break down exactly what underwriters look for, the most common red flags, and how you can pre-screen clients like a pro.

Unlock insider tips to navigate underwriting effortlessly
Avoid costly mistakes that slow down approvals
Boost your sales confidence with underwriting knowledge

By the end, you’ll have the tools to write cleaner applications, get more approvals, and maximize your success!
Don’t miss this—your next big sale could depend on it!
BONUS- Just for attending, Golden Care is giving all Integrity partner’s agents access to Renee for one-on-one prescreening health consultations whether you are writing your FIRST case or any subsequent cases.
Click here to register!

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Med Supp Education Series: Mastering The Mystery of Med Supp - Part 1
2025-05-13 10:00 - 11:00 (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.
Join us as we delve deep into the realm of Medicare Supplements, revealing the extraordinary advantages that await your clients.
Click here to register!

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Gerber Life Training with Special Guest Tonya Springer
2025-05-13 10:00 - 12:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Whether you’re just starting out or are an established agent, this is your chance to deepen your knowledge and grow your business with Gerber Life. We’re excited to host an in-person training at our Rio Rancho office, designed to help you better understand Gerber Life’s Products, sales strategies, and how to effectively present these solutions to your clients.
We are thrilled to welcome our special guest Tonya Springer from Gerber life, a skilled insurance expert who is happy to answer all questions.
What To Expect:

Insight into Gerber Life’s products portfolio
Sales tips tailored to today’s market
Q&A with Tonya Springer
Networking with fellow agents

Don’t miss this exclusive opportunity, click here to RSVP!

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Contracting Connect Sessions
2025-05-13 15:00 - 17:00, 2025-05-20 15:00 - 17:00, 2025-05-27 15:00 - 17:00, 2025-06-03 15:00 - 17:00 (America/Phoenix) | Microsoft Teams
The Fidelis Contracting Team is opening their calendars to you for booking!

Review Your Contracts
Ask Questions
& Get What You Need!

Their calendars will be open for booking Tuesdays from 3:00 PM – 5:00 PM. We are excited to offer this new resource to you! Click the link to book yours today!
Click Here to Book!

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The Med Supp Education Series: The AFLAC Med Supp Showcase
2025-05-15 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.
Join us for an intriguing webinar where you’ll gain valuable insights into the features and advantages of Aflac’s Medicare Supplement plans.
Don’t miss this opportunity. Click here to register!

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Get More from FidelisAgents.com | Live Demo with the Marketing Team
2025-05-15 11:00 - 12:00 (America/Denver) | Zoom
Join Fidelis Marketing Manager Gabriella Checketts for a virtual training session designed to help agents make the most of the tools available at fidelisagents.com.
This training will include:

A live demo of the Agent Marketing Hub
Step-by-step guidance on customizing and editing marketing materials
An introduction to our new design services available to agents

Bring your questions and prepare for this event by registering for the fidelisagents.com portal!
Click here to register!

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The Med Supp Education Series: The Bankers Fidelity Showcase
2025-05-15 12:00 - 13:00 (America/Phoenix) | Zoom
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. Click here to register!

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Med Supp Education Showcase: Plan N for the Win!
2025-05-19 10:00 - 11:00 (America/Phoenix) | Zoom
Unlock Your Potential with “Plan N for the Win” – A Can’t-Miss Webinar Event!
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.
Click here to register!

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Med Supp Education Series: The WOODMENLIFE Med Supp Showcase
2025-05-20 09:30 - 10:30 (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
Register today to offer outstanding value to your clients through WoodmenLife’s new Med Supp plans.
Click here to join!

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Selling Medicare Supplements In New Mexico with John Colbaugh
2025-05-20 10:00 - 12:00 (America/Denver) | Zoom
Don’t miss this virtual training with John Colbaugh on Tuesday May 20th, where he’ll share expert insight into Proprietary Medicare Supplements and proven strategies for success in the New Mexico Market. This session is ideal for all agents who want to stay competitive and informed in today’s evolving Medicare landscape.
What you’ll learn:

In-depth look at proprietary Medd Supp offerings
Targeting approaches for the New Mexico market
Live Q&A with John Colbaugh
Sales strategies to increase client retention and conversation

Don’t miss this chance, click here to RSVP

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Med Supp Education Series: Perfecting The Client Needs Assessment
2025-05-21 12:00 - 13:00 (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.
Click here to register!

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Med Supp Education Series: Mastering the Mystery of Med Supp - Part 2
2025-05-22 10:00 - 11:00 (America/Phoenix) | Zoom
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 reserve your place now and learn how to identify Med Supp clients, opening new avenues for your business success. Don’t miss this opportunity!
Click here to register!

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The Med Supp Education Series: The ABL Med Supp Showcase
2025-05-22 11:00 - 12:00 (America/Phoenix) | Zoom
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. Click here to register!

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Med Supp Education Series: The Cigna Med Supp Showcase
2025-05-27 10:00 - 11:00 (America/Phoenix) | Zoom
Join us for an exclusive webinar designed to help you maximize your potential with Cigna’s Medicare Supplement offerings. This must-attend session will provide valuable insights into how you can offer greater value to your clients while enhancing your earning potential as an agent.
What You’ll Learn:
• Household Discounts: Save from 6% up to 20%
• No Hidden Costs: No application or policy fees
• Competitive Premiums: Deliver the best rates to your clients
• Flexible Underwriting: Multiple rate classes to accommodate a variety of health conditions
• Exclusive Policyholder Benefits: Healthy Rewards program with wellness discounts and 24/7 Health Information Line at no additional cost
• Agent Incentives: Earn a monthly cash bonus and receive 1,000 targeted leads with a direct mail campaign
Don’t miss this opportunity to boost your sales and better serve your clients!
Click here to register!

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Med Supp Education Series: How to Present Short Term Care
2025-05-27 10:00 - 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.
Don’t miss this opportunity to help you learn more about the Short-term care market to better protect your clients.
Click here to register!

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Med Supp Education Series: Guarantee Trust Life Spotlight
2025-05-27 12:00 - 13:00 (America/Phoenix) | Zoom
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.
To learn more, join us as we host our friends from GTL on a special webinar – and believe me, they know their stuff – if you know you need to up your game with better ancillary products and understanding, this webinar is the place to be!
Click here to register!

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The Med Supp Education Series: Market Disruption Series - 2025 Medicare Market Update!
2025-05-27 12:00 - 13:00 (America/Phoenix) | Zoom
After the incredible success of our April webinar, we’re thrilled to invite you back for another high-energy session on May 27th, 2025. Join us for “Blues Brothers Style: Reuniting for Market Disruptions & AEP Success,” where we’ll unpack the latest in Medicare Advantage, PDP, and Medicare Supplement markets and set you up to dominate AEP 2025.
Here’s the setlist:
– Market Disruptions Unraveled: The latest regulatory shifts shaking up the MAPD landscape and what they mean for you.
– AEP 2026 Forecast: A sneak peek at trends and strategies to keep you ahead of the game.
– Medicare Supplement Spotlight: Why carriers are rolling out major rate hikes and how to navigate these changes for your clients.
Don’t miss this opportunity, click here to register!

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Donuts With Devoted
2025-05-28 09:00 - 10:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Devoted Health is making its way to New Mexico in 2026, and we want YOU to be part of the journey! Come meet the Devoted team, learn about their upcoming plans, and get firsthand insights on how they’ll be changing the healthcare landscape in New Mexico.
Enjoy coffee and donuts while engaging with the devoted team and other agents. This is a great opportunity to build valuable connections and get ready for what’s to come. Don’t miss out-we look forward to seeing you there!
Click here to RSVP!

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National Webinar: Succession Planning for Medicare & Health Agents
2025-05-28 10:00 - 11:00 (America/Phoenix) | Zoom
This National Webinar will give you a clear roadmap to protect your business, your clients, and your financial future.
Join Zach Markham, Co-President of Fidelis Consultants, Tim Coons of Counxel Legal, and Garron Mattison of K&R Strategic Partners as they cover:

Succession planning for retirement or sale
Succession planning for sudden death
Tax implications and financial impact
Legal risks and common pitfalls

This is a Must-Attend Event for Agents Who Want to Take Control of Their Future and Build a Lasting Legacy.
Click here to RSVP!

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Med Supp Education Series: The Mutual of Omaha Med Supp Showcase
2025-05-28 12:00 - 13:00 (America/Phoenix) | Zoom
Join forces with the best. Hear about Mutual of Omaha’s legendary experience, service and support in the Senior Health market. Learn about Mutual’s Med Supp and Dental products as well as tips, tools, resources and rewards so you can unlock an epic win in 2025 and beyond.
• More than fifty-eight years of Med supp experience
• Selling Med supp continuously since Medicare began in 1966
• 2nd largest Med supp provider in the U.S. with more than 1.4 million covered lives
• Exceptional Broker Experience including e-Applications, reporting, marketing materials and training
Click here to register!

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National Webinar: Using MedicareCENTER as a Growth and Retention Tool
2025-06-04 10:00 - 11:00 (America/Phoenix) | Zoom
This National Webinar will give you a clear roadmap to protect your business, your clients, and your financial future.
In This Session, You’ll Discover How To:

Utilize MedicareCENTER to capitalize on AEP 2026!
Hear about the latest enhancements and features to help you succeed
Learn strategies to help you work smarter, not harder while increasing retention
Familiarize yourself with must-know features to stay prepared for the AEP season

This webinar will give you the strategies and insights to take your Medicare business to the NEXT LEVEL. Don’t Miss This!
Click here to Register!
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Engage With SCAN
2025-06-17 10:00 - 11:30 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join Us for an Exclusive Event with SCAN- For Non-Contracted Agents Only.
Fidelis Consultants invites you to come meet with Jessica from SCAN at our New Mexico office on Tuesday June 17th at 10:00 AM.
If you’re not yet contracted with SCAN this is a valuable opportunity to:

Learn how to get contracted with SCAN
Discover SCAN’s Benefits and Plan Designs
Gain insight into SCAN’s presence in New Mexico

Don’t miss this chance to expand your carrier portfolio and connect directly with SCAN.
Click here to RSVP Today!

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Re-Engage With SCAN: Training For Contracted Agents
2025-06-18 10:00 - 11:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join us at Fidelis Consultants New Mexico office on Tuesday Wednesday June 18th at 10:00 AM for an exclusive training with Jessica Montano from SCAN. Designed specifically for agents that have already contracted with the carrier.
The Session will focus on:

A deep dive into SCAN’s 2025 plan benefits and designs
Maximizing SCAN’s agents tools and resources
Market specific insights to help you better serve your Medicare clients

This is a great opportunity to sharpen your knowledge, ask questions, and stay a head of the curve for the upcoming AEP period. We look forward to seeing you there!
Click here to RSVP today!

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National Webinar: AEP Preparedness
2025-07-30 10:00 - 11:00 (America/Phoenix) | Zoom
Get Ready Before the Rush!
In this impactful webinar, our Sales Directors will walk you through key strategies, tools, and timelines to help you build a solid foundation for the 2026 season.
Get ready for valuable insight into the following topics:

Business Planning Essentials
Proven Sales Strategies
Certification and Contracting Updates
Technology and Lead Generation
Client Outreach and Calendar Planning

Click here to register!

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The Med Supp Education Series: Master Med Supp Underwriting
2025-07-30 12:00 - 13:00 (America/Phoenix) | Zoom
This new webinar adopts the style of a graphic novel, or comic book, and follows a young rookie agent on his first a ride-along to the home of a new, prospective Med Supp client.
On the other side of this session you should feel comfortable field-underwriting a Medicare Supplement not matter who the client is, or the details of their story.
Click here to register!

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The Med Supp Education Series: The Mutual of Omaha Med Supp Showcase
2025-07-31 09:00 - 10:00 (America/Phoenix) | Zoom
Mutual of Omaha has been a staple of the Med Supp Industry for years. Let’s us dive deeper into their stable of products in this great session.
In this webinar, hear the exciting details about a new Hospital Indemnity Plan offered by Mutual of Omaha.
Click here to register!

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