Fidelis

2024 Plans Deep Dive with Wellcare
2023-08-31 10:00 - 11:30 (America/Phoenix) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Join Cameron Franklin from Wellcare at the Fidelis Arizona Office as he walks us through everything we need to know for 2024! As if the information and the host were not reason enough to attend, those who attend the 1.5-hour session on 8/31 and are RTS will automatically be invited to participate in the next WELLCARE LEAD DAY! There are exciting things happening at Wellcare for 2024!
Can’t make it 8/31? Wellcare will also be at the Arizona 2024 AEP Rollout. RSVP today!

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National Webinar: Growing Your Medicare Business Using Strategic Marketing
2023-08-30 10:00 - 11:00 (America/Phoenix) | Zoom
There are many options to promote, advertise, or market yourself and/or your plans, and the right combination of these efforts will help you reach your audience. As a Fidelis Agent or Agency Partner, you don’t have to do it all by yourself.

Join our webinar as we walk through:
• Getting Started
• Making the Most of Available Resources
• Maximizing Opportunities
• Special Rules You Should Know
• Final Tips to Help You
• & More!

Your presenter, Karrie DeVore, is the Fidelis Sales Director for Arizona, the Pacific States, and Illinois. She has years of combined experience in marketing, business, and Medicare (both on the carrier and EMO side). Karrie and each of your Fidelis Sales Directors are thrilled to share tips to help you plan your own strategic marketing for this AEP season.

Register today and learn more about how Fidelis can help you grow your Medicare business this year!

Blue Cross Blue Shield of Arizona at Fidelis Arizona
2023-08-18 10:00 - 12:00 (America/Denver) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Our great friends at Blue Cross Blue Shield of Arizona and BCBS of AZ Health Choice will be at the Fidelis Arizona office to share their 2024 plan details with us. All licensed Agents and Agency Principals with at least one contract of any kind with Fidelis are welcome.

RSVP Today and Save Your Seat!

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Kaiser Permanente Brunch & Learn
2023-08-16 09:00 - 11:30 (America/Denver) | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1000, Westminster, 80234
With carrier recertifications here and AEP already coming, join us for a discussion about a new plan offering in Colorado and major changes to our compensation structure to support our agent partners.
We’ll have a Kaiser Permanente physician to get into how our care delivery is consistently delivering better outcomes for our Medicare members, and of course, food and coffee!

Maximize Profit Retention & Stay IRS Compliant Presented by Vanessa Lucey
2023-08-11 09:30 (America/Phoenix) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
This dynamic and highly requested session with Vanessa Lucey of Lucey Accounting is tailored to help 1099 Agents and Agency Partners maximize profit retention and stay IRS compliant.
During the session, Vanessa will be covering:
• Good Recordkeeping
• Insourcing and Outsourcing to Maximize Your Time, Opportunities, and Profits
• Pros & Cons to 1099 vs Employee
• Maximizing Deductions
• Tax Planning Strategies
• & More!
RSVP Today and Save Your Seat!

Wellcare 2024 First Look at Fidelis New Mexico!
2023-08-10 09:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Come and be the first to know about Wellcare’s upcoming plans and any changes for the 2024 AEP season.

RSVP Today and Save Your Seat!

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National Webinar: Amplifying Agent Success with Brokers International
2023-08-03 10:00 - 11:00 (America/Phoenix) | Zoom
Join us for our next national webinar with Brokers International! We will be joined by Wanda Bates, Vice President of Sales at Brokers International, as she discusses the resources available to agents, including:

BI Support

Sales support, including case design, illustrations, and product education.
Back office support, including contracting/licensing and new business.

Business Builder

A platform to submit and track pending new business.
Track your contracting status.
Access to sales tools for both annuity and life.

LMS (Learning Management System)

Access the LMS via Business Builder. A series of virtual interactive trainings for agents.

Marketing Programs

Register Today for the webinar!

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Humana First Look at 2024 Plans at Fidelis Arizona!
2023-07-27 10:00 - 12:00 (America/Phoenix) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
Come and be the first to know about Humana’s upcoming plans and any changes for the 2024 AEP season.

RSVP Today and Save Your Seat!

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Aetna 2024 Exclusive Fidelis First Look in NM!
2023-07-27 10:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Come and be the first to know about Aetna’s upcoming plans and any changes for the 2024 AEP season.

RSVP Today and Save Your Seat!

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ACA Workshop in New Mexico!
2023-07-26 10:00 (America/Denver) | Zoom
Discover the ins and outs of ACA at our exciting workshop in New Mexico! Join us and learn from the incredible Neisha Rhodes, Regional Market Manager at Agent Pipeline. Don’t miss out on this valuable opportunity as we go over:

ACA 101
Writing ACA with Health Sherpa
Special Rules/ Compliance
Suggested New Mexico Plans and Next Steps to Contracting
Available Help & Resources

Register for the webinar today!

Wellcare Certification Party in New Mexico
2023-07-25 14:00, 2023-07-21 15:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Need to Get Your Wellcare Certification?
Come to the New Mexico Fidelis Office to work collectively through your Wellcare certifications with other agents before ramping up for AEP season. They’re a required step, so let’s get together for food, camaraderie, and fun to get these done!

RSVP Today and Save Your Seat!

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2024 Cigna Plan Benefits Dive
2023-07-25 10:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Come to the New Mexico Office to learn more information about the plans that Cigna will be offering for 2024!

RSVP Today and Save Your Seat!

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Cigna Certification Party in New Mexico
2023-07-19 13:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Need to Get Your Cigna Certification?
Come to the New Mexico Fidelis Office to work through the Cigna certifications with other agents collectively before ramping up for AEP season. They’re a required step, so let’s get together for food, camaraderie, and fun to get these done!

RSVP Today and Save Your Seat! Lunch will be provided.

Never Miss an Update by Joining Our Mailing List and Following Us on Social Media!

Aetna Certification Party in New Mexico
2023-07-11 10:00 - 12:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Need to Get Your Aetna Certification?
Come to the New Mexico Fidelis Office to work through the Aetna certifications with other agents collectively before ramping up for AEP season. They’re a required step, so let’s get together for food, camaraderie, and fun to get these done!

Breakfast will be served.

2023 Holiday Hours: Fourth of July
2023-07-03 - 2023-07-04
All Fidelis offices will be closed on July 3rd & 4th in observance of Independence Day. We will be back to normal operating hours Wednesday, July 5th.

National Webinar: How to Plan 90 / 60 / 30 Days from October 1st
2023-06-28 10:00 - 11:00 (America/Denver) | Zoom
Mark Your Calendars for Our “One-Stop” AEP Prep Webinar! 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!

Register today by clicking the link below!

Annual Agent Appreciation in Arizona
2023-06-20 11:30 - 14:00 (America/Denver) | Tia Rosa, 3129 E McKellips Rd, Mesa, AZ, 85213
Join us for our 2023 Agent Appreciation in Arizona! For more details about this event, please contact our local Sales Director, Karrie DeVore.

Revolutionize Med Supp with John Colbaugh: Exclusive Fidelis Round Table!
2023-06-14 11:00 - 12:00 (America/Denver) | Zoom
Calling all Medicare insurance agents! Don’t miss out on the exclusive round table discussion with John Colbaugh: exploring Med Supp options exclusively for Fidelis!
Please come prepared with any questions you’d like to ask or topics to be clarified, including:

Plan Availability
New Plans Available
Underwriting guidelines
Rates

Register now by clicking the link below!

Annual Agent Appreciation in Colorado
2023-06-08 11:00 - 13:00 (America/Denver) | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1000, Westminster, 80234
Join us for our 2023 Agent Appreciation in Colorado! For more details about this event, please contact our local Sales Director Bernadette Russo.

AARP® Medicare Supplement Bootcamp with UHC
2023-06-07 10:00 - 12:00 (America/Denver) | Zoom
Join us for a two-part AARP® Medicare Supplement Bootcamp designed just for you!

In Part 1, we will cover Plan Differences, Eligibility, Underwriting & Rating, and more! Attendance at Part 1 is required to receive an invitation to Part 2. Upon completion of Part 1, you will receive the link to Part 2. Please be on the lookout for this email shortly thereafter! Part 2 is scheduled on June 8, 2023, and will include Grassroots Marketing Ideas, Available Sales and Marketing Materials, and a live LEAN™ demo.

Giveaways by UHC will be awarded to those that complete both sessions!

National Webinar: Veterans in Medicare
2023-05-31 10:00 - 11:00 (America/Denver) | Zoom
Come join us for our exciting May national webinar that focuses on our Veterans in Medicare. By attending this highly beneficial training, you will:
• Have the opportunity to be trained by an expert on Veterans.
• Have a better understanding of the products designed for our Veterans.
• Learn the difference between tri-care and tri-care for life.
• Be able to provide better service to our Veterans.
• Learn how to focus in on this population to increase your overall sales.
• Have time for Q&A with our expert Ron Williams.
Register now by clicking the below!

Ron Williams
Veteran Community Engagement Executive for Arizona

Ron is a 12 year US Air Force Desert Storm Veteran and has been with Humana since 2008. He has held roles as a MarketPOINT Career Sales Representative and Market Manager in Las Vegas, Nevada for 12 years.  Ron currently resides Oro Valley, Arizona just outside of Tucson.

He has been very involved with numerous Veteran organizations and organized countless Veteran events over his 14 years with Humana.
He is a member of the American Legion, VFW AMVETS, Team RWB, and Team Rubicon.  Ron enjoys SCUBA diving, travel, biking, backpacking, hiking, off-roading, spending time with his family, and giving back to the community through Volunteerism. Ron is happily married with 2 grown children, a dog, and a cat.

2023 Holiday Hours: Memorial Day
2023-05-29
All Fidelis offices will be closed on May 29th in observance of Memorial Day. We will be back to normal operating hours Tuesday, May 30th.

Molina Refresher in New Mexico
2023-05-18 13:00 - 15:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join us in the NM Office for a Refresher Training with Molina! We will go over the following:
• Marketing Materials
• Agent Center
• Agent Portal
• Member Materials
• Events
Don’t miss this! Register today and save your spot by clicking the link below.

Med Supp in Your Market with Integrity Guest Speaker: John Colbaugh
2023-05-17 10:00 - 11:00 (America/Phoenix) | Zoom
Join guest speaker John Colbaugh at this special webinar focused on bringing targeted area Med Supp competitive analysis and support. We will cover the following:
• Is Medicare Supplement Still Relevant/ Why Sell Med Supp?
• Where/Why/Who/What: Competitive Medicare Supplement Plan Analysis
• Helping You Identify Solid “Go-To” Plans to Help Your Clients
• Full Support Model
As a Med Supp Agent, you understand the importance of staying up-to-date with the latest industry trends to best serve your clients. Our webinar is designed to help you do just that. Our experts will provide valuable insights and practical tips that will enhance your portfolio and enable you to offer your clients leading plan options.

Get to Know the Speaker:
John Colbaugh is a Partner Sales Manager out of Integrity’s Atlanta Office where they specialize in all things Med Supp, from product development and improvement, to supporting partners like Fidelis and brokers like you. John is here to help us identify and make the most of opportunities in the Medicare Supplement market, so that we can better serve you and so that you can better serve your clients.

Join Our Zoom:
https://us06web.zoom.us/j/88673695651?pwd=[REDACTED]
Meeting ID: 886 7369 5651
Passcode: [REDACTED]
One tap mobile
+17193594580,,88673695651#,,,,*[REDACTED]# US

CSNP Training with United Healthcare
2023-05-16 10:00 - 11:30 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join us to do a deep dive of the UnitedHealthcare’s Chronic Special Needs Plan! These Medicare Advantage plans are designed to help consumers who are living with a chronic condition that may be affecting their everyday life to better manage their conditions and live a healthier life.
We will cover the following topics:
• CSNP Basics
• CSNP Product Features/Benefits
• CSNP Products
• Strategies for Successful and Effective Sales
• Application Submission and Enrollment Expectations
• Open chat time!
Seating is limited, please RSVP for this event to save your spot!

NM and CO Offices Closed
2023-05-11 - 2023-05-12
The New Mexico and Colorado Offices will be closed. All Team members will be available online for any needs you may have. For immediate assistance, please call the Arizona office at (480) 712 – 8699.

Medicare Supplement Webinar Series in NM!
2023-05-03 10:00 - 11:00 (America/Denver) | Zoom
Join us for our next training in our Medicare Supplement Agent Webinar Series, aimed at providing you with the latest knowledge and skills to thrive in the Med Supp industry.
As a Med Supp Agent, you understand the importance of staying up-to-date with the latest industry trends to best serve your clients. Our webinar series is designed to help you do just that. Our experts will provide you with valuable insights and practical tips that will enhance your portfolio and enable you to offer your clients leading plan options.
Registration for our webinar series is free, and all you need to do is click on the link below to sign up.

BCBS Refresher Training and Q&A
2023-04-17 10:00 - 12:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
Join us at our Fidelis NM Office for Refresher Training and Q&A Session with BCBS!

UnitedHealthcare Swarm Opportunity
2023-04-13 09:00 - 13:00 (America/Denver) | Fidelis New Mexico Office, 1350 Jackie Rd SE, Rio Rancho, NM, 87124, United States
We would like to invite you to join us for a Swarm. Swarms are designed to help you develop partnerships in the community and grow your UnitedHealthcare book of business. This is an excellent opportunity to work together toward your success!

Take advantage of this opportunity and RSVP today! Space is limited; please register ahead of the Swarm date.

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