Fidelis

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
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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The Fidelis Roadshow in New Mexico!
2024-06-03 - 2024-06-07 | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Welcome to the Fidelis Roadshow!
Get your contracting questions ready, we are coming to YOU! We are excited to have the opportunity to assist you with your contracting needs in person. The Contracting team will be available to help with the following:
• Contract Completion
• Process and Procedures
• Contract Requests
• Q&A
• Fidelis Agent Portal
Mitch Anderson, our Director of Operations, will attend to address any compliance-related questions!
Click HERE to reserve a date and time slot. Please bring your laptop or tablet to this event so the Contracting team can address your inquiries in real-time.

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Meet and Greet with David Ward Au.D
2024-06-11 12:00 - 14:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join David Ward at the New Mexico Office for a Meet and Greet!
He will discuss how your clients on Medicare Advantage plans and Dual Plus plans can take advantage of their hearing aid benefits.

Please RSVP HERE to save your seat!

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Continuing Education with Jessica Montano: Pharmacy and Formulary 101
2024-06-12 10:00 - 12:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Dive into Pharmacy and Formulary 101 with Jessica Montano from Aenta!
Join us at our New Mexico Office for a captivating free course that not only enlightens but also earns you continuing education credits. Let’s learn and grow together from 10:00 am to 12:00 pm!
Click HERE to save your seat!

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Continuing Education with Jessica Montano: Veteran Benefits and Medicare
2024-06-12 12:30 - 14:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Dive into Veteran Benefits and Medicare with Jessica Montano from Aenta!
Join us at our New Mexico Office for a captivating free course that not only enlightens but also earns you continuing education credits. Let’s learn and grow together from 12:30 pm to 1:30 pm!
Click HERE to save your seat!

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Father’s Day Pick Up & BBQ
2024-06-14 11:00 - 14:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Celebrate Fathers Day with the Fidelis New Mexico Office!
We will have a small gift for the dads to pick-up and BBQ from Rudy’s to celebrate! Everyone in the family is invited to join. There will be games and lots of laughs!

Click HERE to RSVP!

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Christus Health Plan Reintroduction
2024-06-20 10:00 - 12:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join us at our New Mexico office for a special reintroduction event with Christus Health plan!
They will be ready to re-engage with agents, discuss plans, and have a sneak peek at plan features. You won’t want to miss this!

Click HERE to RSVP!

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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
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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Update Your Knowledge on Presbyterian Medicare Advantage
2024-07-11 11:30 - 13:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join us and our friends at Presbyterian for a refresh on Presbyterian Medicare Advantage Products!
Discuss Presbyterian Medicare Advantage Products & Ask Your Questions Regarding:
• Our Products
• Marketing
• Sales
• Events
Lunch will be provided, please let us know you are coming. Click Here to Save Your Seat!

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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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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)
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)
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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Med Supp Education Series: Plan N for the Win
2024-08-14 10:00 - 11:00 (America/Denver)
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. Plan N is not just a choice; it’s a strategic advantage for those ready to lead. Join us to create your future, leverage untapped markets, and build lasting relationships with your clients. “Plan N for the Win” is your opportunity to unlock unparalleled success. Reserve your spot now and be part of the winning team. Click here to register today!
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Med Supp Education Series: LIVE in OREGON...The WoodmenLife Medicare Supplement
2024-08-15 10:00 - 11:00 (America/Denver)
Look out Oregon…the WoodmenLife Medicare Supplement is here!
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 register!
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Med Supp Education Series: The HUMANA ACHIEVE Medicare Supplement
2024-08-15 12:00 - 13:00 (America/Phoenix)
The Humana Achieve Medicare Supplement
Join us for a comprehensive webinar to explore the exciting value props of the Humana Achieve Medicare Supplement – one of the leading Med Supp products on the market today! 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.
A few of our favorite Humana Achieve Med Supp features:

Enhanced Household Discount
Industry Leading Incentive program
Rate Reductions and Rate Holds
Client Value-Adds

Don’t miss out on this opportunity to stay ahead in the Medicare supplement industry.
Join us to stay updated in the Medicare supplement industry and see how Humana Achieve should be a vital part of your portfolio. Click here to register today!
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Med Supp Education Series: The MANHATTAN LIFE Med Supp Spotlight
2024-08-20 10:00 - 11:00 (America/Phoenix)
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 today!
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BlueCross BlueShield of New Mexico Opportunities
2024-08-20 10:00 - 12:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
BCBS will be in the office to give the latest updates & opportunities!

Discuss plans that will be leaving the market
Upcoming opportunites for brokers
Lunch will be provided (RSVP Required)

All New Mexico agents are welcome, we hope to see you there! Click Here to RSVP

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Med Supp Education Series: The ABL Medicare Supplement
2024-08-20 11:00 - 12:00 (America/Phoenix)
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 now for the ABL Medicare Supplement webinar.
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Med Supp Education Series: Mastering the Mystery of Medicare Supplement - Part 1
2024-08-20 12:00 - 13:00 (America/Denver)
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 today!
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Med Supp Education Series: Capitalizing on Market Disruptions
2024-08-21 10:00 - 11:00 (America/Denver)
You’re invited to join us for an essential webinar where we’ll explore the anticipated changes and challenges in the Medicare Market over the coming months.
In this session, we will break down what regulation change impacts are coming to help you navigate and prepare for the upcoming Annual Enrollment Period (AEP). We will cover:

What potential market disruptions are coming.
Key actions to take today to ensure you are ready for AEP.
Strategies for planning a more efficient and effective AEP.
How to position yourself to take advantage of market disruptions.

Challenges often create opportunities, and this AEP could be one of the most challenging yet. Those who are well-prepared can turn these challenges into significant opportunities.
Don’t miss out on this valuable discussion. Register today to secure your spot! Click here to register.
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Med Supp Education Series: Is Humana Achieve Medicare Supplement Still Relevant?
2024-08-21 12:00 - 13:00 (America/Denver)
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

Don’t miss out on this opportunity to stay ahead in the Medicare supplement industry. Join us to stay updated in the Medicare supplement industry and see how Humana Achieve should be a vital part of your portfolio. Click here to register today!
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Med Supp Education Series: Discover the Unparalleled Benefits of Aflac Medicare Supplement
2024-08-22 08:00 - 09:00 (America/Denver)
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 today!
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