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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Cigna For Brokers Live Session
2025-05-21 13:00 - 14:00 (America/Phoenix) | Zoom
Join Cigna’s Marc Sutton as he leads us through tips to help you navigate Cigna For Brokers and gives you access to resources that will help you year-round as you help others! No RSVP required. Join the live Zoom!
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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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2025 Holiday Hours: Memorial Day
2025-05-26
In observance of Memorial Day, all Fidelis Offices will be closed on Monday, May 26th. We will return to regular business hours on Tuesday, May 27th, ready to assist you!
On this day, we pause to honor and remember the sacrifices of the men and women who have served our country.
If you have any urgent needs, please feel free to contact us, and we will get back to you as soon as we return.

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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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Contracting Connect Sessions
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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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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Colorado UHC AARP Medicare Supplement & Fidelis
2025-05-29 10:00 - 17:00 (America/Denver) | Zoom
Whoop it Up with Supp!
Join Fidelis + Jamiee Ryan for a virtual training, exclusively for Colorado brokers. This is a great opportunity to gain more insight regarding UHC’s AARP Medicare Supplement product in CO. Jamiee is bringing her energy and answers to your questions in this product overview training. See you there!
Don’t miss this opportunity, RSVP today!

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Fast Start New Agent Training
2025-05-30 09:00 - 10:00 (America/Denver) | Microsoft Teams
Join us for a virtual Fidelis FastStart Strategy Session, hosted by Sales Director Marisa Kanold!
Plan your business with this powerful strategy session! FastStart is all about setting you up for success – covering the key essentials to help you launch with confidence and momentum.
This is your chance to learn, connect, and take your career to the next level. Don’t miss it!
Click here to join!

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Wellabe Pop-Up Event
2025-06-03 15:00 - 16:00 (America/Denver) | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1100, Westminster, 80234
June is almost here which means warmer weather and more opportunities to learn about our carrier partners!
Please join your Fidelis Colorado Team and Jeffery Humble, Wellabe’s National Sales Distribution Manager, for an in-person event at the Fidelis Office. Learn more about how to increase sales with Wellabe’s product portfolio!
Click Here to RSVP!

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Tuesday, June 3rd, 3pm.

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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The Med Supp Education Series: The AFLAC Med Supp Showcase
2025-06-05 08:00 - 09:00 (America/Phoenix) | Zoom
Attending the Aflac Medicare Supplement webinar is a must for agents looking to elevate their portfolio and strengthen client relationships.
This webinar will leave you inspired to enrich your portfolio with Aflac, a groundbreaking force in the world of Medicare Supplements. Get ready to present this game-changing opportunity to your clients and watch your success soar.

Click here to register today!

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Re-Engage with Humana in Tennessee
2025-06-05 10:00 - 11:00 (America/New_York) | Fidelis Tennessee Office, 201 Perimeter Park Rd. Ste. B, Knoxville, TN, 37922, United States
You’re Invited!
Join us at 10:00 AM in the Tennessee office for an exciting event with Humana! This session is open to all agents and is a great opportunity to connect, ask questions, and gain valuable insights directly from one of our top carrier partners.
Whether you’re new to Humana or already contracted, you won’t want to miss an engaging and informative session. We look forward to seeing you there!
Click Here to RSVP!

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The Med Supp Education Showcase: Perfecting the Client Needs Assessment
2025-06-09 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.

Click here to register today!

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AEP Preparation With UnitedHealthcare
2025-06-11 10:00 - 11:30 (America/Phoenix) | Fidelis Arizona Office, 1757 E Baseline Rd. Ste 141, Gilbert, AZ, 85233, United States
AEP Preparation season is in full swing! Join guest speaker Matt Bloom from UnitedHealthcare as he walks you through everything you need to do right now to ensure you have a great AEP this year.
This exclusive event at the Fidelis Arizona office will be held on June 11th from 10 AM to 11:30 AM.
Those who attend in person will have a strong advantage. Space is limited. RSVP to Karrie@fidelisins.com

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The Med Supp Education Series: Plan N For The Win!
2025-06-11 12:00 - 13:00 (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.

Click here to register today!

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The Med Supp Education Series: Mastering The Mystery Of Med Supp - Part 1
2025-06-12 12:00 - 13:00 (America/Phoenix) | Zoom
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.
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 today!

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The Med Supp Education Series: How To Present Short Term Care
2025-06-16 12:00 - 13:00 (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.
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 today!

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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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The Med Supp Education Series: The Humana Med Supp Showcase
2025-06-17 12:00 - 13:00 (America/Phoenix) | Zoom
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.
Click here to register 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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The Med Supp Education Series: Mastering The Mystery Of Med Supp - Part 2
2025-06-18 12:00 - 13:00 (America/Phoenix) | Zoom
New to Medicare Supplements or the Senior Market? Join our webinar to excel in identifying Med Supp 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 today!

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Select Health & Fidelis Happy Hour
2025-06-18 16:00 - 17:00 (America/Denver) | Prost Biergarten, 351 W. 104th Ave Unit A, Northglenn, CO, 80234, United States
Select Health + Fidelis Happy Hour!
Join your Select Health and Fidelis CO teams for an informal gathering and happy hour. We’ll see you there!
Click here to RSVP!

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