Fidelis

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 | NM
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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Banner Lead Day (Virtual)
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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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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Get Reacquainted with Select Health!
2024-06-04 10:00 - 12:00 (America/Denver) | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1100, Westminster, 80234
Get reacquainted with Colorado’s only 5-star plan!
Join Patti Meyer for an informal discussion regarding network expansion (including Boulder Medical Center), plan benefits, and product positioning. This time is for YOU so make sure to bring your questions !
Click HERE to RSVP and save your seat! Light breakfast and refreshments will be provided.

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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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Rise & Shine Trainings: Breakfast with Brandi
2024-06-12 10:00 - 11:00 (America/Denver) | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1100, Westminster, 80234
Join us for a midweek morning of casual conversation and Q&A with Brandi Johnson!
Breakfast refreshments will be provided.

Please click HERE to RSVP!

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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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Rise & Shine Trainings: Supplemental Products Can Make the Difference!
2024-06-13 10:00 - 11:00 (America/Denver) | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1100, Westminster, 80234
Supplemental Products Can Make the Difference!
A review of Cigna’s supplemental benefits, plus time for discussion with Christine Lombardi-Lewin.

Click HERE to RSVP!

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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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Rise & Shine Trainings: Uplevel the Member Experience
2024-06-18 09:30 - 10:30 (America/Denver) | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1100, Westminster, 80234
Uplevel the Member Experience
Join Jake Wlodarski for a recap on member benefits like the UHC app and UCard, plus additional “how-to”s to help prepare you for AEP 2025!

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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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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Earn Two CE Credits with Aetna + Fidelis!
2024-07-02 10:00 - 12:15 (America/Denver) | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1100, Westminster, 80234
Earn 2 CE credits by attending our Aetna training on Special Election Periods!
Whether you’re a new or experienced agent, this will be a great opportunity to refresh your skills regarding exactly which acronyms to select when completing a member’s application.
This in-office training is open to all Colorado agents. In order to receive 2 CE credits, agents must bring a valid ID and attend the full time. Please arrive 10-15 minutes early so that the training can begin promptly at 10am.

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2024 Holiday Hours: Independence Day
2024-07-04 - 2024-07-05 | NM
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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Double Devoted Days: Social Hour Mixer
2024-07-10 14:00 - 15:00 (America/Denver) | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1100, Westminster, 80234
Join Devoted at the Fidelis CO office for double opportunity days in July!
Come grab a beverage and engage in a Meet & Greet with Devoted’s Market President, Robert Pettigrew, as he reviews a State of the Union with Devoted heading into AEP 2025!
Click Here to Save Your Seat!

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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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Double Devoted Days: Re-Certification Pizza Party
2024-07-17 11:00 - 14:00 (America/Denver) | Fidelis Colorado Office, 12170 S Tejon Street, Ste 1100, Westminster, 80234
Join Devoted at the Fidelis CO office for double opportunity days in July!
Not all certifications have to be laborious! If your AHIP 2025 is done, come complete Devoted certifications and have some lunch with the team!
Click Here to Save Your Seat!

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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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