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Webinars & Training Video Library

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Recent Meeting Recordings:

 

  • March 25th – Miami Vice Tracker, Go High Level CRM, Recruiting tips, Leadership Principals
  • March 23rd – Guest Speaker & #1 Top Producer Shadi Asad shares his story and faith to become a success story!
  • March 20th – Special Leadership Meeting (open to all downline agents) featuring Jonah Upton from CABoom Leads to blow up your Recruiting!
  • March 19th – This is a Relationship Business, Inbound Call Leads, using a Virtual Assistant, Call recording platform Cloud Talk
  • March 18th – Mastermind session
  • March 16th – We reviewed Integrity’s National Medicare Updates and highlights to keep you all up to date
  • March 12th – Client Retention, CSG Quoting Tool, Inbound Calls Lead Vendor, Integrity’s Lead Coupons & Vouchers
  • March 11th – Get in front of more Prospective Clients, buying Leads, Spam Calls, entrepreneur mindset, cross-selling & cultivating Leads
  • March 9th – Special Guest Speaker Victor Sanchez reintroduces the Legacy Safeguard Program
  • March 5th – Using a VA for Client Retention, AI class, using AI to make videos
  • March 4th – MOOP when changing a plan, commissions changes, qualifying for Part A, federal employees, wireless headsets, Humana changes, Conferences
  • March 2nd – Brand new Miami Vice Recruiting Campaign + Integrity’s February Health Council review
2026 Recording Archive
  • February 26th – Zoho changes, a meeting versus a task, using a Virtual Assistant, Integrity’s LeadCenter
  • February 25th – Change your life today, keys to success, become obsessed, compliant marketing, staying motivated
  • February 23rd – Guest Speaker Eddie Velez presents “Veterans & Medicare in 2026” for us to learn how to work with a special population of seniors
  • February 19th – IntegityConnect feature rollouts, using AI to help run your business, time management
  • February 18th – Retention techniques, Devoted HRAs, cross-selling and adapting, become a storyteller, Cancer plans, Aetna Senior Supps, Recruiting
  • February 16th – First impressions from the Integrity Club retreat last week and why you should attend in September!
  • February 12th – Telesales, John Spek’s comparison tool, MA vs. Medigap, using video calls
  • February 11th – Integrity Club Retreat featuring Guest Speaker Bill Kiray & Global’s Top Performers from AEP
  • February 9th – Guest Speaker & Top MGA Xiomara Leslie shares her organizational skills and the perspective that Agents need to be busy versus productive
  • February 5th – having 2 Integrity uplines, screen recording, sending large files, texting a group, transactional mindset, Marketing vs Leads, “Sales Professional”
  • February 4th – Guaranteed Issue, Integrity Life sales Bonus, using AI, improving retention, Finding Annuity training and mentorship, Brokers International
  • February 2nd – Special Guest Speaker Aaron Thompson reviews the cross-selling opportunity with the Hospital Indemnity product from Manhattan Life
  • January 29th – Logging calls in Zoho, using Zoho CRM on your phone, learning Zoho, why use Zoho CRM
  • January 28th – Food cards for utility bills, Physicians Mutual, SEP for LIS, getting more clients when you have a large BoB, retention best practices
  • January 26th – Special Guest Speaker Andrew Saul from Physicians Mutual trains on how easy it is to cross-sell their Standalone Dental plans!
  • January 22nd – Zoho Cliq, MedicareLink, comparing plans, IntegrityConnect glitches, verbal SOA, using AI, changing Integrity IMOs, Medicare & You
  • January 21st – Safeguard data using technology, protect your computer, password tools, protecting clients, takeaways from Monday, cross-selling, MARx access
  • January 19th –  Guest Speaker Bill Kiray gives the updated Medicare State of the Union
  • January 15th – using ChatGPT, Sales Tracking errors, CRM best practices, Integrity’s platforms, syncing Google/Outlook Calendar & Zoho Calendar, ai tips
  • January 14th – credible coverage, IEP and ICEP, forms L564 and CMS40B, training suggestions, Extra Help Program 2026, quoting tool, having 2 FMOs
  • January 10th – John Gourdin & Shadi Gharfeh present “Setting a Sound Sales Foundation”
  • January 8th – Zoom virtual background, using an AI bot for cross-selling and prospecting, creating videos using AI, T-65s
  • January 7th – Retroactive Entitlement SEP, which enrollment code should I use, T-65 Mailers, Medicare industry facts, formulary check, Virtual appointments
  • January 5th – Our first meeting of the year and Guest Speaker John Gourdin shares OEP Tips & Opportunities
2025 Recording Archive
  • December 29th – Special Guest Speakers from Molina Medicare present their DSNP Value Proposition
  • December 29th – Tony’s Annual Goal Setting Workshop for the New Year!
  • December 23rd – Special Guest Speakers from BlueCross Blue Shield of Tennessee present their Value Proposition
  • December 22nd – Special Guest Speakers from Devoted Health present their Value Proposition
  • December 22nd – We walk through Integrity’s Exclusive Benefits & Discounts available on the My Benefits tab of IntegrityConnect
  • December 18th – Tech Talk with John Gourdin
  • December 17th – Advocate Healthcare in Chicago, SEPs, 1st time MAPD scenario, DSTs, getting a scooter, CMS changes
  • December 15th – Guest Speaker JJ Kim & Integrity Updates
  • December 11th – Starting your business on a CRM, comparing systems, mobile apps, texting from your computer, Google Drive, pictures with Clients
  • December 10th – What to do through December 31st, Cross-selling opportunity, GTL Fill the Gaps Tool
  • December 8th – What to do after AEP and through December 31st featuring John Spek
  • December 4th – Integrity’s SOA, Leads, Integrity’s platform changes after AEP, DST SEPs for the rest of December
  • December 3th – What to do after AEP, Cigna SAR’d plans, Appointments versus Leads, Medicaid basics, SNPs, Healthspring negotiations
  • December 1st – Guest Speaker & Top Rookie YTD Mike Kariko motivates and inspires us to accomplish greatness this AEP
  • November 26th – Medicare Advantage leads, Value Added programs, work ethic during AEP, selling Kaiser, UHC Jarvis Medicaid level check, holiday calls
  • November 24th – Guest Speaker and Top Rookie Patricia Pullum shares her story + Tony’s Workshop “How to Have Record Productions During the Holidays”
  • November 20th – Presenting to 2 clients at once, Zoho Client & Sales Tracking, Integrity MyBenefits, physician lookup, Humana AOR
  • November 19th – Humana plans, carriers checking plan fit, physician lists, misinformation, using AEP & OEP time, time blocking and planning a schedule
  • November 17th – Guest Speakers John Gourdin & Shadi Gharfeh talk about leading the charge with their Virtual Enrollment team
  • November 13th – What is Q1Medicare.com, CMS Compliance, Scripting, technologically challenged Clients, Voice Signature, Choosing a plan, Sly Broadcast
  • November 12th – Just-in-time appointments, Integrity’s platforms (brief)
  • November 10th – Leaderboard + National Integrity Updates
  • November 6th – Windows 11 upgrade, Suppressed v. Termed Plans, 10 negotiated drugs, Rx costs, Provider lookup, Campaign Points
  • November 3rd – Guest Speaker JJ Kim shares perspective on his Top-performing Team + Integrity updates
  • October 30th – Importing Clients into IntegrityConnect, selling needs not products, Shopper Tags, Client Marketing Emails, Getting Leads to get started
  • October 29th – Birthday cards, zip codes & counties error, IntegrityConnect SOA, contracting with Upline, mid-AEP marketing, submitting your sales
  • October 27th – Highlights from Integrity’s October Health Council + AEP Leaderboard recognition
  • October 23rd – Rx tracking, non-commissionable plans, Q1Medicare.com, pharmaceutical discussion, Verbal SOA, Integrity for GAs, Med Supp quoting
  • October 22nd – MAPD renewals, Rx searching, touchpoints for beneficiaries, websites and headshots, Integrity Tech updates, (brief)
  • October 20th – Continued updates from Integrity on a national scale
  • October 16th – Mass update on Zoho, Wellcare updates, Integrity tech updates (short session)
  • October 13th – The latest updates on Integrity’s Technology to ensure a successful AEP
  • October 9th – IntegrityConnect overview, importing Clients, plan comparison tools, Med Supp quoting, using AI to manage emails, Plan Suppression Lists
  • October 8th – Integrity’s Video Library, Cross-selling, Humana SEP, current Medicare plan, retention methods, navigating non-commissionable plans
  • October 6th – Our first meeting of AEP announced the Co-op Campaigns & the return of the Integrity Club!
  • September 29th – Special Guest Speaker Ryan McGonegal shares the Humana Rollout for AEP
  • September 25th – Special Guest Speaker Eric Carney shares the Devoted Rollout for AEP
  • September 24th – Special Guest Speaker Carmen Romack shares the Elevance / Anthem / Wellpoint / Optimum Rollout for AEP
  • September 22nd – Special Guest Speaker Jessica Rathbone-Davila shares the UHC Rollout for AEP
  • September 18th – Mailing Labels in Zoho, using a CRM, Zoho Zia, ChatGPT for newsletters, MedicareCenter selling permissions challenges, Integrity platforms
  • September 17th – Refresh Letters, using MedicareCenter & Sunfire, new Agent tips, less expensive leads, follow-up, sales tracking, DNC tip, RSSA value
  • September 15th – Global’s Top Preferred Lead Vendors & an impromptu Marketing Strategy discussion with the team
  • September 11th – Zoho Campaign Walkthrough, Compliant content & audience, the right tools for communicating with Clients
  • September 10th – Non-commissionable plans, Leads for AEP, Medicaid number check up, Grassroots versus buying leads, FindHelp.org
  • September 8th – Special Guest Speaker Mark Hudgins shares the Wellcare Rollout for AEP
  • September 3rd – Global’s AEP Kickoff Meeting LIVE from Integrity’s home office in Dallas, TX!
  • August 28th-Thursday Morning Tech Talk (Mediare Center and Client Sync)
  • August 27th-Wednesday Morning Mastermind Open Forum Discussion
  • August 25th-Monday Morning Meeting Healthspring Early Look
  • August 21st-Thursday Morning Tech Talk (ZOHO Automation updates, ZOHO Calendar sync, ZOHO new user interface & ZIA summaries)
  • August 20th-Wednesday Morning Mastermind Open Forum Discussion
  • August 18th-Guest Speaker John Gourdin AEP Prep for Virtual Agents
  • August 11th – Guest Speaker Dave Lewis shares his AEP Prep + Grassroots Marketing Training
  • August 7th – SlyBroadcast as a dialer, Integrity’s carriers, antivirus software, using AI and ChatGPT in the business
  • August 6th – PURLs, new SEP for a late card, coverage after skilled nursing, retaining your Clients, Medicaid lookup, cross-selling with ease
  • August 4th – Guest Speaker David Lee shares his powerful story from emigrating to the United States and now running a Top General Agency
  • July 31st – CallSync feature from AllCalls, prospecting now for AEP, recent Medicare changes, Veterans & Medicare
  • July 30th – Double paying Social Security, ACE & INA Med Supp, selling Med Supp versus MAPD, Clients switching in AEP, VA & Medicare & ChampVA
  • July 28th – Guest Speaker Everett Foney shares his mastery of Grassroots Marketing to generate leads
  • July 24th – Cloud & Flash Drive Storage, how to name your saved files, bookmarking websites & files
  • July 23rd – 8% Nation speakers, LARC, Highspot, UHC negotiation, Cigna & Devoted First Looks, 2026 regulation changes
  • July 21st – Guest Speaker Eddie Velez presents his Grassroots Marketing techniques with an emphasis on the Veteran Community
  • July 17th – Telephonic enrollments through Integrity, call recording, using MedicareCenter, tips for a Rookie, logging notes in Zoho CRM, Lead conversion
  • July 16th – Molina Medicare, 8% Nation, Medicare Marketing versus Leads, anticipated market disruption for AEP, Cigna transition
  • July 14th – Special Guest Speaker Michael Cain from Molina Healthcare talks about their amazing D-SNP Medicare plans
  • July 10th – Searching in Zoho Clig chats, Electronic Business Cards, Zoho Meeting for Clients, MedicareCenter Caller ID, Scribe SOPs for your Virtual Assistant
  • July 9th – Aetna cert, Big Beautiful Bill, Humana Co-op Marketing money, non-commissionable plans, cross-selling, passing AHIP, Carriers on MedicareCenter
  • July 7th – Special Guest Speaker Kim Clark shares teh Medicare Market Updates & Predictions as we plan for AEP
  • July 3rd – Birthday Cards through Zoho, logging Client notes, other apps with Zoho
  • July 2nd – Selling as a business not an Agent, starting in the business, Part A & B start dates, Birthday Rule clarity, telesales Basics, checking Dr. networks
  • June 30th – Special Guest Speaker Cody Askins shares What’s Hot & New with Caboom! Leads
  • June 26th – Special Guest Speaker Demetri Simos from GTL shares their Ancillary products to provide more holistic coverage to your Clients
  • June 25th – Annuity scenario & Brokers International, MAPD Commissions, 2026 AHIP, ChatGPT
  • June 23rd – Highlights & Key takeaways from this year’s Million-dollar Roundtable Discussion aboard the Icon of the Seas
  • June 19th – carrier attestations, import/export with Zoho & MedicareCenter, Client Connect Marketing, Lead Vendors
  • June 18th – Birthday Rule for Med Supps, UHC non-commissionable plans, Champ VA, recertifying, Client Sync, aligning licenses & certs with your Upline
  • June 16th – Special Guest Speaker Bryant Cartagena from the Tony Robbins Organization presents his revamped Workshop to reinvigorate your business
  • June 12th – password 2s=khVS@ , suppressed & non-commissionable plans, why use Zoho, PURL
  • June 11th – Continuing Education Credits, Med Supp Leads, UHC Fast Track recert, MCO with Duals, Aetna & GTL underwriting, UNA & Legacy Safeguard
  • June 9th – Special Guest Speaker Justine Sawyers from Aetna Supps trains us on their fantastic Ancillary products
  • June 5th – Sales Tracking, Medicaid cuts, annuity & IUL “incomes”, Medicaid look back period, scams, UNA card & Legacy Safeguard
  • June 4th – enrolling in Social Security, Manhattan Life quoting, Medicare 101, AEP Prep, Permission to Contact, AHIP 2026, Food Banks, low-income seniors
  • June 2nd – Special Guest Speaker Aaron Thompson from Manhattan Life shared their OmniFlex STC and Ancillary products
  • May 28th – MedicareLink popup, Release Processes, call recordings, recent email transmissions
  • May 22nd – Integrity’s LifeCenter, LARC, PlanEnroll PURL settings, Zoho Campaigns for Client engagement emails, texting clients
  • May 21st – Cuts to Medicaid, UHC in the news, MedicareCenter & LeadCenter, Global’s Video Library, Carrier Appointments
  • May 19th – Special Guest Speaker Dianne Faligowski shows the latest and greatest artificial intelligence for Agents & Agencies
  • May 16th – Special Guest Speaker from American Amicable joined us for a special edition of the Leadership Meeting to learn more about their products
  • May 15th – Getting started & Leads, Zoho Meeting, Deft Research, Physicians Mutual training, Dream boards
  • May 14th – RX in current events, Devoted struggles, hospital stays, Zoho features, cross-sellling opportunities, AFLAC lookalike, RSSA, health coverage for U65
  • May 12th – Special Guest Speaker Brokers International reintroduces their LARC platform for IULs & Annuities
  • May 8th – Virtual Assistant, social media ads, call recording platforms, Leads versus Marketing, verbal SOA
  • May 7th – AHIP 2026, getting licensed, Global Hacks (basic licensing, CEs, AHIP, etc), Video Library, Integrity’s phone, Verbal SOA, CRMs
  • May 5th – Special Guest Speaker Glen Shelton from Hire Heroes explains how Virtual Assistants can ease your workload
  • May 1st – Email settings, Medicaid scenario, a.i. videos, ringless voicemail, Global’s revised Contracting page, free CE credits through NAPA
  • April 28th – Special Guest Speaker Andrew Saul from Physicians Mutual presents their fantastic Dental Products for all ages
  • April 24th – Life products revisited, WooSender, ManyChat, Social Media Advertisements
  • April 23rd – Clients getting “Blue Skyed”, Cigna & HCSC, financial investment products, Commissions & quoting FEx, Life Insurance Products
  • April 21st – Special Guest Speaker Joe Dunlap from American Amciable reintroduces their terrific Products to the team
  • April 17th – a.i. marketing, connecting with Leads, senior benefits altogether, cross-selling, Zoho Action Items
  • April 16th – $21 billion for MAPD, STC & Cancer Plans for Low-Income, Aetna Supp, a nurse’s perspective, Manhattan Life OmniFlex, HRA’s
  • April 14th – Special Guest SPeaker Kiara Urraca shares what’s new in the UNder 65 Market and ACA Products for 2025!
  • April 10th – MedicareCenter Clients, ChatGPT, MARx access, PURL, Voice Signature, InsuraSales Agent Dashboard
  • April 9th – “Have your Best SEP Lock-in Season Ever” Webinar featuring Bill Kiray & Tony Holland
  • April 9th – hospital stays & skilled nursing, HIP, paying the deductible, Relocation SEP, flipped clients, offering more to clients, other products “cross-selling”
  • April 7th – Special Guest Speaker Lei Pascual shares her story, going from a Chemical Engineer to a Top-Producing Medicare Agent
  • April 3rd – insurasales.com Agent Dashboard, AML Training, entering sales on Zoho, MedicareCenter calls, Global’s Website
  • April 2nd – Social Security change, Veteran Stand down, aligning w/ your Upline, JIT states, UHC OTC & Food card w/ D-SNP, Social Security situation
  • March 26th – Extra Help timeline, Compliance w/ Leads, RSSA, annual income & Medicare, changing Duals, client got flipped, LARC, Life & Ancillary Carriers,
  • March 24th – Special Guest Speaker Stephanie O’Leary presents her Organic Business Building concepts
  • March 20th – Zoho & Ultatel, maintaining activity, using Zoho CRM
  • March 19th – Mastermind Session
  • March 17th – Special Guest Speaker Tom Bryan from Cigna helps clarify the SEP Lock-in Season starting in April
  • March 13th – Using social media to generate Sales Leads, fiverr website, keeping business, Leads conversation
  • March 12th – Lock-in season in 2025, RSSA, Georgia Dr change, Medicaid clients (Delaware example), SSA changes, how to make this make sense for seniors,
  • March 10th – Guest Speaker Bryanna James shares her insight to becoming #1 OEP Producer YTD
  • March 6th – Integrity video training library, looking at SEP opportunities, using a CRM, deploying surveys/polls to gather info from Clients
  • March 5th – Cigna cards, HIDE/FIDE/C-SNP clients, aligned MCOs, discrepancy in Dr. paperwork, greater opportunities during SEP, Med Supp enrollments,
  • March 3rd – Special guest Speaker Mark Hudgins from WellCare shares the changes with the 2025 SEP Environment
  • February 27th – C-SNP on MedicareCenter, Zoho intro, consolidating Carriers on Zoho, processing Aetna contracts, SEP upcoming training, MARx platform,
  • February 26th – Humana on MedicareCenter, UHC on PlanEnroll, T-65 webinar, Medicare 101 slides, presentation skills, MARx access
  • February 24th – Legacy Safeguard reintroduction to offer greater free services to your beneficiaries!
  • February 20th – distributing a newsletter created by ChatGPT, Zoho SMS Text/Email Campaign, marketing guidelines, Zoho’s value, Seniors with no cellphone
  • February 19th – Legacy Safeguard 101, SOA / PTC, Coach Burt free sessions, “Lock in” SEPs in 2025, medi/medi opportunities, Prior Authorization challenges
  • February 17th – Feedback from the Integrity Club Celebration last week PLUS Integrity Tech highlights
  • February 13th – Excel file types, selling permissions, using PURL, Integrity emails, using ChatGPT for a client newsletter, losing Medicaid & finding a plan
  • February 12th – Medicaid Spend Down, Doctor networks, Verda Healthcare, Renewals scenario, Cigna violation scenario, Gaylan Hendricks support
  • February 10th – Guest Speaker Eddie Velez instructs his “Veterans & Medicare” Bootcamp teaching us how to help more Veterans with their Health coverage
  • February 6th – Zoho CRM, using AI, adding carriers to your portfolio, adding meetings to your calendar, Quoting Tool variations
  • February 5th – Plans with home healthcare, AEP/OEP/SEP codes, “snow birds”, PFFS & Dr. networks, GTL/Aetna Supp coverage, “Guaranteed Issue”
  • February 3rd – Guest Speaker John Spek reviews the 2025 Extra Help Program changes and how to implement into your business
  • January 30th – Cigna Dr. Networks, discrepancies with formularies, being a complete customer service provider, getting sales vs. getting clients
  • January 29th – Medicare Claim Denials, Selling in states you’re not appointed in, how many states for telesales, $1,000 Bonus, Veterans drug coverage clarity
  • January 27th – Guest Speaker Everett Foney shares how you can be the most effective during OEP this first quarter
  • January 23rd – Integrity platforms, Zoho value, smartphone marker on Zoho, Sly Broadcast, adding tech platforms to your business, e-app options
  • January 22nd – Social Security taxes, infusion centers, 5-star plan or ICEP, Humana Cheat Sheet, DST SEPs in April, presenting MAPD “network” concerns
  • January 20th – Guest Speaker Fred Vega, Tpp GA for 2024, shares his Tips for Producing During OEP
  • January 16th – Integrity platform missing carriers, Contracting, UHC appointment, aligning contracts w/ Upline, Vectors, Working Leads, Gaylan Hendricks
  • January 15th – Using SEPs starting in April and the impacts to our business
  • January 13th – Special Guest Speaker Stu Massengill from the Tony Robbins Organization gets us in line to make 2025 another record year!
  • January 9th – discrepancies between quoting tools, “1 call close”, LEP, Life & Annuities, using AI
  • January 8th – using DST code in 2025 and more about SEPs, SS income while working, WEP, checking a prospect’s plan, suppressed plans, e-apps
  • January 6th – Guest Speakers Traci Lane & John Gourdin share Tips for Record Production During OEP
2024 Recording Archive
  • December 30th – Tony’s Annual Goal-Setting Workshop
  • December 23rd – Special Guest Speaker Bill Kiray shares the Post-AEP & Pre-OEP State of the Union in Medicare
  • December 18th – Gaining trust over the phone & gaining confidence, leveraging FindHelp.org and Grassroots, Ancillary products
  • December 16th – Special Guest Speaker Gaylan Hendricks shares her wisdom of Ancillary Products
  • December 11th – Double Your Income Selling Annuities & IULs with Special Guest Speaker Sean Ruggiero
  • December 11th – SEP recap, new MBI, Part-B giveback plans, Integrity enrollment platforms, MARx platform, I-SNP
  • December 9th – Guest Speaker John Gourdin reviews the Special Enrollment Opportunities (SEPs) available in Medicare Advantage
  • December 2nd – As the Final Week of AEP is here, we solidify all the “little things” to close out the season strong
  • November 27th – VA form 10-320, terminated MA plan replaced with PDP, Med Supp FAQ, activity during AEP, being thankful
  • November 25th – Tony’s annual workshop – How to Have Record Production During the Holidays
  • November 21st – reconciling canceled apps, getting onto MedicareCenter, AllCalls.io inbound call leads, Cross-selling life insurance, Medicaid scenario, I-SNP
  • November 20th – Mastermind Session
  • November 18th – Guest Speaker Cassandra Townes opens up about her upbeat spirit and we shared National Carrier Updates
  • November 14th – quoting online, AOR challenges, importance of reconciling, learning telesales, synching sales, closing out AEP, notes on Zoho, Med Supp GI
  • November 13th – Using online platforms, new to the business, Doctor NPI, 2025 Part B Premium, doctor changes, Retireflo, Zoho,
  • November 12th – Double Your Income Selling Annuities & IULs with Sean Ruggiero
  • November 11th – Guest Speaker Fahrije Bushati gives us the basics on how she remains a Top Producer year-round
  • November 7th – keeping up with your BoB, Humana Vantage lookup tool, sales reporting, Shopper tags, importing/exporting with MedicareCenter, FPL/LIS
  • November 6th – Non-commissionable plans, Medicare ID numbers replaced, Integrity SOA, RetireFlo, HRA cheat sheet, verbal enrollments, paper apps
  • November 5th – Non-commissionable plans, replacement MBI, Cigna client scenario, RetireFlo, HRA cheat sheet, verbal enrollments,  discontinued plans list
  • November 4th – Guest speaker Bryanna James is closing in on 200 apps for the year since committing full-time in May!
  • October 31st – Verda cert, MedicareCenter call recordings, CSNP quotes, Aetna non-commission plans, compare plans online, compliance w/ suppressed plans
  • October 30th – Birthday rule in Maryland scenario, Careington Dental, personal insurance, Veterans scenario with the donut hole, T-65 for the new year
  • October 29th – New Carrier Verda Healthcare in Houston presented by Sy Salazar
  • October 28th – Special Guest Speaker Sy Salazar from Verda Healthcare on why they’re #1 in Benefits in the Houston Market!
  • October 28th – Guest Speaker Traci Lane describes her Top Producer Traits and how she always finds herself at the Top of the Leaderboard!
  • October 24th – Walkthrough demo of the Integrity platforms, comparing plans, being solution-oriented, C-SNP / D-SNP, tracking sales
  • October 23rd – Legacy Safeguard, transportation benefits, election cycle, “pitching” the IRA, cross-selling, income v. assets, thorough Needs Analysis
  • October 21st – Guest Speaker Everett Foney shares his “Medicare DoorDash” platform to reinvigorate your Grassroots Marketing!
  • October 17th – MedicareCenter error, Cigna Rx quote, Verda online app submission, Integrity glitches, attaching an app to Zoho, submitting a sale on Zoho
  • October 16th – T65 in October, Extra Help, Green Card, Canadian pharmacies, checking formularies, industry changes, Hospital Indemnity, True OOP
  • October 14th – Final meeting before AEP! We announced the Integrity Club Campaign & we heard input from our Top Leaders
  • October 10th – RetireFlo guest speaker Miles Miller, free vs. paid platforms, LeadCenter coupons, discussion around SOAs
  • October 9th – Florida hurricane, LeadCenter & Integrity paltforms, Dental Implant coverage, getting started in the business, Veteran’s scenario
  • October 8th – Life and Annuities Resource Center (LARC) Training cont’d featuring Special Guest Speaker AJ Stafslien from North American
  • October 7th – AEP Appointments Week 1 Recap & Feedback from the team
  • October 3rd – Legacy SafeGuard, Client Sync, Contracting challenges & clarity, Q1 Medicare, Birthday Rule, BCBSTX, understanding Part D, hurricane relief
  • October 2nd – Different Part A & B dates, Carrier certs, BCBSTX non-commissionable plans, Donut Hole, 2025 plans, client on the exchange, data from KFF
  • October 1st – Life and Annuities Resource Center (LARC) Training cont’d featuring Special Guest Speaker Shannon Bradley from F&G (pt 2)
  • September 30th – Virtual AEP Kickoff & new AEP Co-op Campaign for Producers!
  • September 27th – Special Guest Speaker Todd Williams from Aetna presented the National Rollout material for the 2025 Selling Season
  • September 26th – Special Guest Speaker Yves Salomon from WellCare presented the National Rollout material for the 2025 Selling Season
  • September 26th – Which platform do I pick, Cigna HRA email, becoming RTS in time, calling CMS, not having Part B, Integrity updates
  • September 25th – Special Guest Speaker Michelle Skenandore from Zing! Health presented the National Rollout material for the 2025 Selling Season
  • September 25th – Special Guest Speaker Nickie Leon from Essence Healthcare presented the National Rollout material for the 2025 Selling Season
  • September 25th – Cigna HRAs and EULA, Rollouts, selling over the phone, Skilled Nursing, All Calls, Live Leads
  • September 23rd – Special Guest Speaker Sean Ruggiero presents “How to DOUBLE your income after AEP selling Annuities & IULs”
  • September 23rd – Special Guest Speaker Dianne Faligowski shared her latest tips to have a successful AEP
  • September 20th – Special Guest Speaker Rebecca Palazzo from Elevance presented the National Rollout material for the 2025 Selling Season
  • September 19th – Special Guest Speaker Ellen Bailey from UHC presented the National Rollout material for the 2025 Selling Season
  • September 19th – New to Global & Integrity, comms with your clients, SlyBroadcast, self-attest with Integrity
  • September 18th – Special Guest Speaker Matthew Rau from Devoted presented the National Rollout material for the 2025 Selling Season
  • September 18th -Dual eligible procedures, ANOC, FIDE/HIDE, understanding Rx for our Clients, Canadian pharmacies, Cigna’s IRA seminar
  • September 17th – Special Guest Speaker John De La Torre from Humana presented the National Rollout material for the 2025 Selling Season
  • September 16th – Special Guest Speaker Tom Bryan from Cigna presented the National Rollout material for the 2025 Selling Season
  • September 12th – Tech Talk with John Gourdin
  • September 11th – Mastermind Session
  • September 10th – Life and Annuities Resource Center (LARC) Training cont’d featuring Special Guest Speaker Ellen Renner from Athene
  • September 9th – Top Medicare Insurance Agent Actions to Prepare for AEP
  • September 5th – Tech Talk with John Gourdin
  • September 4th – Mastermind Session
  • September 3rd – Life and Annuities Resource Center (LARC) Training cont’d featuring Special Guest Speaker Brad Coffin from Mutual of Omaha
  • August 28th – RSSA v. NSSA, Legacy Safeguard, dimentia scenario, Veteran questions, Med Supp GI, PDPs commissionable/non, contracting delays
  • August 27th – Life and Annuities Resource Center (LARC) Training cont’d featuring Special Guest Speaker Matthew Mundell from F&G
  • August 26th – Final AEP Prep from Guest Speaker Everett Foney, Lead Vendors, and Co-op!
  • August 21st – Aetna certs, saying fiduciary, LeadCenter, Cigna & Devoted First Looks, Humana Med Supp scenario
  • August 20th – Life and Annuities Resource Center (LARC) Training Special Guest Speaker Sean Ruggiero part 6
  • August 19th – Global’s Top Preferred Lead Vendors to best prepare for AEP
  • August 14th – Client Cancer scenario, 2025 commissions, DSNP plan change, flipped clients, scam calls, free Integrity services, 2 CRMs, data integrity
  • August 13th – Life and Annuities Resource Center (LARC) Training Special Guest Speaker Sean Ruggiero part 5
  • August 12th – Special Guest Speaker Kim Clark, Integrity’s VP of Medicare – prepares us for AEP!
  • August 8th – Tech Talk
  • August 7th – Mastermind
  • August 6th – Life and Annuities Resource Center (LARC) Training Special Guest Speaker Sean Ruggiero part 4
  • August 5th – Guest Speaker John Gourdin prepares us for the upcoming changes this AEP!
  • July 30th – Life and Annuities Resource Center (LARC) Training Special Guest Speaker Sean Ruggiero part 3
  • July 29th – Guest Speaker and Master of Grassroots Marketing Everett Foney teaches us his ways
  • July 25th – Special Guest Speakers Diane Faligowski and Tissan Mathew share Insurance Copilot and Tabor A.i. to make your business run smoother!
  • July 24th – LIS Dual spend-down scenario, Integrity’s updates (PURL, IRA, LeadCenter), UHC cert “fast track”, Medicaid loss, Aetna cert, RSSA
  • July 23rd – Life and Annuities Resource Center (LARC) Training Special Guest Speaker Sean Ruggiero part 2
  • July 22nd – Guest Speaker Joe Gray pulls back the curtain on Grassroots Marketing
  • July 18th – Catalog your BoB, creating reports in Zoho CRM, action item vs. creating a sale, entering your NPN correctly
  • July 17th – LARC training recap, Plan F/G scenario, finding info on a client’s ex-husband, SPAP SEP, DST clarity
  • July 16th – Life and Annuities Resource Center (LARC) Training Special Guest Speaker Sean Ruggiero part 1
  • July 15th – Guest Speaker Lynne Lodge gives his Top 10 Tips for Grassroots Marketing
  • July 11th – Integrity’s trainings & PlanEnroll leads, SalesForce leads, Cigna HRA payments, doing research to prep for AEP, sales in Zoho,
  • July 10th – AHIP, carrier certs, LEAN platform replacement, Manhatten Life, 1st AEP advice, freestyle patch, hospital prices, un/healthy habits
  • July 8th – Guest Speaker Eddie Velez shares his secret sauce to Grassroots Marketing so you can learn from the best
  • July 3rd – Special Presentation from Integrity’s Bill Kiray on the Medicare State of the Union Address
  • July 1st – Highlights and Recap from the 23rd Annual Leadership Summit Million-Dollar Roundtable
  • June 27th – Ringless dialers, T65 slides, Zoho Tasks/Remidners, getting familiar with Zoho, Zoho Social
  • June 26th – Impending increase in OOP costs, Illinois MMAI, suggested products, DMM in Vantage (Humana), ADLs, TriCare situation, AHIP discount
  • June 24th – Special Guest Speakers from Physicians Mutual; Andrew Saul & Keri Harvie
  • June 20th – phone burner, Integrity’s training library, Gaylan session from Monday, A2P verification, PURL challenge, sending an app to a client,
  • June 19th – AHIP reimbursement, Integrity Wealth, $2k MOOP, funding Medicare, WellCare SEPs, Recerts, First Looks, Star Rating system
  • June 17th – Special Guest Speaker Gaylan Hendricks shares her Mastery of Cross-Selling
  • June 13th – Zoho Meetings, marketing for webinars, general marketing for your business, Phone Burner
  • June 12th – SOA in person & PURL, SalesForce, WellCare MA leaving markets, Medd Supp Guides, coverage outside US, U65 market, adding a state license
  • June 10th – Special Guest Speaker Sean LaNore from UNL brings unique Cross-Selling tools to the table
  • June 6th – Tech Talk
  • June 5th – Mastermind Session
  • June 3rd – Special Guest Speaker Michael Gende from GTL shares how easy it is to Cross-Sell with their products
  • May 30th – Zoho topics: Converting Lead to Client, Adding a sale, call recordings, reconciling for co-op, seeing your sales, clarity on processes
  • May 29th – Coach Burt, Bootcamp, UHC Providor change, out-of-network, balance billing, Rx delivery, being a new agent, grassroots lead gen
  • May 22nd – Aetna HRAs, C-SNP plan change, T-65 IEP/ICEP, securing your BoB, Sly Broadcast, GEP, LEPs, resetting @ 65, IRMAA
  • May 20th – Special Guest Speaker & newest Integrity Partner Chase Gruening shares his Mastery of Cross-selling
  • May 15th – Medicare # changed, Worker’s Comp scenario, 2025 effective plans commission, Integrity Trainings, Co-op campaigns
  • May 13th – Special Guest Speaker Andrew Faligowski shared his kickstart method to engage prospects comfortably
  • May 9th – Global’s access to MedicareCenter, Integrity.com trainings, disclaimer, Zoho login, Manhattan Life, multiple records on Zoho
  • May 8th – Hospice payment from CMS, $15,800, Integrity platforms, 48Hr rule, call recordings & SOAs, Union Benefits + Medicare
  • May 2nd – Zoho calendar reminder, CRM reports, SOA, carriers using AI, claim denials, Medicaid situation, MARC
  • May 1st – yesterday’s Bootcamp, LTC question, Pennsylvania non-resident tax, acting as entity, Walmart closings, Devoted Dental, Georgia QMB, Part-B delay
  • April 30th – SPecial Medicare Sales Bootcamp Hosted by Integrity Partner Dianne Faligowski
  • April 29th – Special Guest Speaker Wanda Bates re-introduces the Annuities & IULs platform available through Integrity
  • April 24th – drumming up Final Expense business, leveraging Grassroots, Extra Help 2024, FPL chart(s), Medicaid
  • April 22nd – Special Guest Speaker Shadi Gharfeh shares his mastery of Final Expense sales!
  • April 17th – Part B IRMAA, Free Will & Legacy Safeguard, filial law states, Diabetes during SEP w/ CSNPs, food card plans
  • April 15th – CMS Final Rule clarity & 2024 Extra Help Deep Dive
  • April 11th – Entering sales directly into Zoho, tracking a plan change, “seeing” your sales in Zoho, moving BoB to Global, commission scenario
  • April 10th – Coach Burt recap, SEP enrollment opportunities, Cigna SEP code lookup, losing Medicaid v. LIS, IEP v. ICEP, creditable coverage
  • April 8th – CMS Final Ruling explanation PLUS The inimitable Coach Michael Burt presents “Activating Prey Drive”
  • April 3rd – Coach Burt, Aunt Bertha, Veterans Scenarios, getting ACA certification & Scenarios, accessing Integrity’s PURL
  • April 1st – Special Guest Speaker Kiara Urraca presents “ACA 101 Training”
  • March 28th – Special Guest Speaker Tobe Uraegbu (open to all Global agents)
  • March 27th – 2024 Platinum Club & OEP Leaderboard, T65 Leads, Aetna D-SNP is back, planning with your upline, new Extra Help, Georgia Medicaid
  • March 25th – Guest Speaker Dennis Lindeman shares how to eliminate the fear of selling Medicare through Mastering the Basics of Production
  • March 20th – Client email options in Zoho, Resource Links from Monday, video library, Medicaid lookup, loss of LIS, Cigna telephonic enrollments
  • March 18th – Special Guest Speaker Dianne Faligowski inspires us with her story
  • March 13th – Mastermind session hosted by John Gourdin
  • March 11 – Special Guest Speaker Dan Stojkovic from CareAllies shares their latest news
  • March 6th – LeadCenter, Zoho testimony, UNA program, keeping up with your BoB, C-SNP $50 from UHC, telephonic enrollments
  • March 4th – RSSA webinar feedback, Integrity platforms, Deep dive into the UNA Discount Health & Drug Program
  • February 29th – John’s Tech Talk
  • February 28th – Upcoming RSSA webinar, IEP/ICEP, AOR w/ Cigna, disabled client scenario, part B “debt”, SEP New
  • February 26th – Guest Speaker Kari Brandy (#1 Telesales Producer in 2023) shares what it takes to Master Telesales in 2024
  • February 22nd – John Gourdin’s Tech Talk
  • February 21st – Income-related beneficiary scenario in Texas, IRMAA, Poppy & Rose programs, Vets with disability, HIP qualification
  • February 19th – Guest Speaker Hilda Rodriguez discussed how she became the #1 Field Producer in 2023
  • February 14th – Special Guest Speaker Michael Gende shared the Product Portfolio from GTL
  • February 12th – Special Guest Tom Dempsey, Chief Distribution Officer @ Integrity, gives a deeper look at the Legacy Safeguard Program
  • February 8th – John’s Tech Talk
  • February 7th – Continuous Glucose Monitor, Voice Enrollments, Texting Clients, sending call recordings to Compliance, Legacy SafeGuard, Recruiting Events
  • February 5th – Guest Speaker Everett Foney shares how to Become a Master of Grassroots Marketing
  • February 1st – MARC Medicaid platform, verbal enrollments, call recording alternatives,
  • January 31st – Everett Foney’s announcement, working in the community, Humana’s Lookup Tool vs. MedicareLink, Cigna sold its Medicare BoB
  • January 29th – Special Guest Speaker Tom Drapala from RSSA explains the program and how it works + Q&A
  • January 24th – Cigna enrollment challenges, RSSA partnership, losing MSP eligibility & redetermining “Dual” status, HSA & Obamacare
  • January 22nd – Special Guest Speaker Charlie DeYoung from UNL shares their special Home Healthcare & Ancillary Products
  • January 18th – Connecture DRX, Medicare App, and telephonic enrollments carriers displayed on Integrity’s side, Lines of Authority
  • January 17th – PACE Michigan, POA/Medical Directive, Cigna Dexcom, PAAD, Separated Couples, Filial Responsibility, legal business partners, bankruptcy
  • January 15th – Guest Speakers John Gourdin & Marlin Nelson on Building your Book of Business
  • January 11th – ZOHO app overview, the difference between ZOHO and Medicare Center
  • January 10th – John Gourdin’s announcement gaining & Building a referral network, persistently pitching passed objections, becoming a “storyteller”,
  • January 8th – Guest Speaker Traci Lane and her rise in the business
  • January 4th – Reconciling your book from AEP, using MediZeus
  • January 3rd – Americans for Beneficiary Choice petition against CMS regs, 2024 Dreamboards
2023 Recording Archive
  • December 20th – Dave Lewis announcement, losing clients, partial Medicaid, applying for LIS “Levels” for 2024, drugs under Part B, T-65 in November
  • December 18th – What you should be doing for the week of Christmas
  • December 14th – United National Life presentation ft. Charlie DeYoung
  • December 14th – Tech Talk – Dedicated phone lines,MedCtr phone & PURLs for ’23/’24, downloading SOAs, Sunfire/Connecture similarities, quoting
  • December 13th – RWB card for SSI & SSDI, educating your clients, CRM & online enrollments, leveraging your PURL, constant changes
  • December 12th – The Global Advantage – intro to GPB website & resources
  • December 11th – Guest Speaker John Spek shares his wisdom to take advantage of the remaining few weeks of 2023
  • December 6th – Retain your BoB, formulary changes & using GoodRx, Donut Hole, eliminating MOOP in 2025, taxes & premiums & LIS, DST’s, 48Hr rule
  • November 30th – $15k Medicare, claim denials, phone #s
  • November 29th – SilverSnekers leads, LeadCenter campaigns, Jill Henderson joined to discuss CSG & the Aetna reimbursement for seniors, 48hr SOA, AOR
  • November 27th – Guest Speaker Jacob Crume – #1 Rookie for AEP
  • November 20th – Special Guest Speaker Tom Bryan shares highlights from Cigna PLUS Tony’s new Tips for Record Production During the Holidays
  • November 16th – Tech Talk w/ John Gourdin
  • November 13th – Guest Speakers & Top AEP Producers David Matthews & Pam Ikerd share their secret sauce to success
  • November 9th – Tech Talk w/ John Gourdin
  • November 8th – SS Leads, LeadCenter, PDPs, surprise special guest speaker Jill Henderson jumps in for Q&A
  • November 8th – Essence Healthcare Webinar featuring Nickie Leon & Jen Dickson
  • November 6th – Guest Speaker Charles Scott shares the importance of Being a Resource
  • November 2nd – Special Guest Speaker Evan MacGuffie shares his new product – MediZues – to retain more clientele!
  • November 1st – New Leaderboard, success stories, Georgia client challenge, spepcific drug coverage, formula tiers, working the math, Devoted praise, HIPs
  • October 30th – Special Guest Speaker Kim Clark (Integrity’s VP of Medicare) shares What’s Hot & What’s Not
  • October 25th – SilverSneajer Leads, Group Presos, National updates from Integrity, Humana CSNP, Production tips, LIS, Govn’t benefits
  • October 23rd – Guest Speaker Adam DeSimone shares his success as the Rookie of the Year
  • October 18th – Integrity reminders, Dr. lookup & scripts “package” button on Medicare Center, Verbal scope, Aetna extra benefits,
  • October 13th – Physicians Mutual Product Training with Andrew Saul
  • October 12th – John’s Tech Talk
  • October 11th – Special Guest Speakers Demetri SImos (GTL) & Paul Gill (Cigna)
  • October 9th – Guest Speaker Trey Jones!
  • October 5th – John’s Tech Talk
  • October 4th – Carrier 48Hr discussion, How to Sell DentalI, Medicare Center SOA, obtaining ANOC & EOC, “crosswalking” discontinued plans
  • September 29th – AEP Virtual Kickoff Party! Plus the latest Tech, Co-op announcements and HRA opportunities
  • September 28th – John’s Tech Talk
  • September 27th – Switching to / using Integrity’s platforms, government benefits & Medicare, recording your calls, Generic SOA, 48Hr discussion
  • September 25th – Special guest speaker Bill Kiray delivers the Medicare State of the Union!
  • September 21st – UHC Rollout – MD, DC, VA
  • September 21st – Tech Talk w/ John Gourdin!
  • September 20th – Special Guest Speaker Jill Henderson TELLS ALL about the Integrity Platforms!
  • September 18th – Guest Speaker Josh Shinn – AEP Sales Training plus additional training resources
  • September 13th – Setting up a table for beginners, PTC Forms, KFF.org, Goals Lists, TPMO Disclaimer, 48Hr Rule
  • September 11th – Special Guest Speaker Cody Askins (8% Nation) gives the best Sales Training before AEP
  • August 31st – Tech Talk with John Gourdin!
  • August 30th – Mastermind
  • August 29th – UHC Rollout – Eastern PA / Delaware
  • August 28th – Monday Morning Meeting
  • August 24th – Tech Talk with John Gourdin!
  • August 23rd – Cigna Healthcare Rollout – New Jersey
  • August 23rd – Mastermind
  • August 22nd – Cigna Healthcare Rollout – Pennsylvania
  • August 21st – Guest Speaker Michelle Beckford shares her EZ Funding Business Checklist
  • August 18th – Cigna Healthcare Rollout – Maryland
  • August 16th – sales checklist @ enrollment, sales & education for clients, use your own Needs Analysis, T-65 effective dates, “Pln recap” from UHC, Voice Scopes
  • August 14th – Tony’s AEP Readiness Part 2
  • August 9th – Mastermind Session
  • August 7th – John Gourdin reminds us of Co-op $, Mike & Nick share the AEP Readiness Checklist
  • August 2nd – Junk mail COVID scam, Educational Events sign-in sheet, sales submission, military spouse pension, rehab facility coverage
  • July 31st – Guest Speaker Everett Foney shares his mastery of Grassroots Marketing!
  • July 26th – Global’s Compliance Officer, Ellen Reeves, reviewed the CMS Final Ruling FAQ document provided by Integrity, posted on our website
  • July 24th – Highlights from the Leadership Summit in Grenada!
  • July 19th – We reviewed the CMS Final Ruling with Ellen Reeves in Compliance
  • July 17th – Back to the Basics of Grassroots Marketing & Multigenerational Referrals!
  • July 12th – Medicare Center challenges, Humana savings for clients, recertifying with Devoted Health, SOA uniformality
  • July 10th – Guest Speaker Joe Gray shares his Guerilla Marketing techniques through Grassroots!
  • July 5th – Disclaimer on websites and flyers, guest speaking at an event, Social Security office visit, effective date & OCC, Integrity Lead Center
  • June 29th – Devoted Health Info Session!
  • June 28th – Diabetic veterans, interpreting SEPs, employer coverage & Medicare, Pharmaceutical assistance from the manufacturers
  • June 26th – Special Guest Speaker: Andrew & Ellie Saul on cross-selling
  • June 23rd – AHIP Training! Pass it the first time
  • June 22nd – John’s Tech Tips session
  • June 21st – New CMS Guidelines coming down the pipeline
  • June 19th – Special Guest Speaker: Colton Skirvin – the Who, What, Why, How of Cross-Selling
  • June 15th – John’s Tech Tips session
  • June 14th – New CMS guidelines, SOAs, Consent to Contact, transferring contracts, adding states, 48hr waiting period has returned, use your PURL!
  • June 12th – Special Guest Speaker: Gaylan Hendricks shared how to maximize the Cross-Selling opportunity with Ancillary Benefits
  • June 7th – Dialysis & Medicare eligibility, LIS enrollment, Medicare cards
  • June 5th – Back to Basics – GPB Website, tracking sales & the leaderboard, 60-second Check Up form
  • May 31st – Mastermind
  • May 24th – How to use the SEP:OCC, 60-day OEP for IEP/ICEP, Developing hotlist for Pre-AEP
  • May 22nd – Special Guest Speaker: Dianne Faligowski (Integrity Managing Partner)
  • May 18th – John’s Tech Session
  • May 17th – Getting started in the business, licensing/certifications, CEs, Veterans, Scopes
  • May 11th – John’s Tech Session
  • May 10th – Veterans, Med Supps Late Enrollments Penalties (LEP) / Deductibles, selling versus presenting
  • May 8th – Joe Walker shares how Veterans Benefits & Medicare work together
  • May 5th – Special Leadership Meeting featuring Arric Allen
  • May 4th – John’s Tech Session
  • May 3rd – Mastermind session
  • May 1st – Special Guest Speaker Frank Ross shares his secret sauce on becoming Top new GA in Chicago!
  • April 26th – Veterans & Prescription Drugs, GTL “Fill the Gap” tool, marketing for retention, FEMA SEPs
  • April 24th – guest speaker Everett Foney “How to have record production during SEP“
  • April 20th – John’s Tech Session
  • April 19th – Mastermind Session
  • April 17th – special Open Forum – Medicaid, Dual eligibles, 5-Star plans
  • April 12th – recertifying for Medicaid, SSI/SSDI example, Veteran’s Pension + Aid & Attendance, “Conditional A/B”, QMB/+
  • April 10th – Gaining Referrals using the UNA Drug Card
  • April 5th – Losing Medicaid chargebacks, SEP is “lock in”, building your center of influence, Medicare & employer coverage, ULs
    April 3rd – it’s SEP time, plus Guest Speaker Josh Shinn
  • March 30th – (Tech Tips w/ John) Ultatel, Zoho Clients, expanded conversation about using Zoho
  • March 29th – pharmaceutical exceptions, hospitalization cost share, telesales signature, marketing T65s
  • March 27th – Special Guest Speaker – Todd Skaggs, Aetna Alabama Sales Director
  • March 20th – 2 Special Guest Speakers – Adam DeSimone (Top Rookie) & Tom Bryan (Salesforce updates)
  • March 15th – Special guest from Devoted Health, also addressing Medicare calendars and other various topics
  • March 13th – Discussion based around ending OEP on a high note
  • March 9th – John’s Tech Tips – the many tools as part of your Zoho Subscription
  • March 8th – AI & Automation in the business, Life Insurance quoting
  • March 6th – 10 Tips to 10x Your Business
  • March 1st – Pre-Need option in Zoho, Well Care renewals, new Dual enrollee & chargebacks, T-65 enrollment periods, Building Grassroots
  • February 27th – Special Presentation from Devoted Health featuring Guest Speaker Roy Smith!
  • February 22nd – Possible new Tech Sessions, current Co-op Programs, Call recording & TPMO disclaimer, Donut Hole
  • February 20th – Guest Speaker Willie Mae Alexander shares Part 2 of her Secret Sauce!
  • February 15th – New UHC Dual plan, using Zoho & Medicare Center, Mailers, T-65’s
  • February 13th – Guest Speaker Willie Mae Alexander shares her secrets to success!
  • February 10th – A special Leadership Meeting featuring Guest Speaker Dominique Rodgers!
  • February 8th – Star ratings, Medicaid eligibility, Poverty Levels, Giveback Plans, Veteran’s Benefits
  • February 7th – Guest Speaker Wesley Norris – How Renewals Saved His Life!
  • February 1st – TriCare, Champ VA & Medicare
  • January 30th – Reconciling your BoB with Renewals, special guest speaker Joe Walker
  • January 25th – GPB website tour, CSG Quoting for Cancer, GI & HIP, marketing in OEP
  • January 23rd – Josh Shinn reviews recent Medicare Sales Bootcamp
  • January 18th – Hospital Indemnity taxable income, moving when you have a PPO, Tracking BoB, Josh Youngs Bootcamp
  • January 16th – Special guest speaker Kari Brandy on having a successful OEP, NEW Recruiting Incentive
  • January 11th – Concern about Cigna / Salesforce tracking, having your whole book with GPB, Quoting
  • January 9th – Guest Speaker Trey Jones!
  • January 4th – Fully virtual enrollments, implementing GTL in your presentations, Hospital Indemnity
  • January 3rd – Our first meeting of the year! 2022 in review PLUS New Leadership Summit announcement
2022 Recording Archive
  • December 29th – 2022 Year in Review!
  • December 21st – OEP-compliant marketing practices, Commissions during OEP, Veterans & Medicare & their penalties
  • December 19th – Guest speakers Kari Brandy & Charles Scott share their Hospital Indemnity & Final Expense Cross-Selling Secrets!
  • December 14th – Special segment from Cigna Medicare: 5-star plans in Texas & other items to closeout 2022
  • December 12th – December Sales Opportunities + Q&A from the team
  • December 5th – AEP Co-op Progress + December Sales Opportunities to close out 2022!
  • November 30th – MedicareCenter: completing HRAs, submitting C-SNPs, legally blind client
  • November 28th – Tips for Record Production During the Holidays
  • November 16th – TriCare + MAPD possibilities, SEP OCC, Hospital Indemnity / Skilled Nursing Care clarity
  • November 14th – Guest Speaker Trey Jones!
  • November 9th – Outbound enrollment calls with spouses, “Dual” definition, LIS eligibility, MSPs, Plan F vs MAPD
  • November 7th – Live events recent success, Guest Speaker Derek Matthews!
  • November 2nd – 3 tenants to success, Cigna updates, last plan is the one that counts concept
  • October 31st – Happy Halloween, Updates to Medicare Changes, Guest Speaker Joshua Shinn
  • October 26th – Leveraging upline support, Humana look-alike plan, Sales Techniques for AEP, Spanish market
  • October 24th – Guest Speaker Randy Standaert!
  • October 19th – Tom Bryan from Cigna joined, Zoho Cliq, enrollment platforms, sales reporting
  • October 14th – 2023 AEP Virtual Kickoff Event!
  • October 12th – More info on Virtual Enrollments, surprise Guest Speaker Matt Post from Devoted Health!
  • October 10th – Final AEP Readiness session + special announcement from Tony & Kathy!
  • October 5th – HRA process, clarifying Integrity platforms versus GPB platforms, Dual plans in Tennessee, GTL bonus
  • October 3rd – Welcome to AEP, Activity is Key
  • September 28th – Medicare Center Training Library, GPB Lead Platform
  • September 26th – Guest Speaker Joshua Youngs!
  • September 21st – getting on these morning meetings easier, clarifying uses of GPB platforms & tools
  • September 19th – Digital Lead extraordinaire Landon McCarter & Nick Renwick introduction
  • September 14th – 5-star plans, working a booth during AEP, universal SOA link on Zoho
  • September 12th – Recertifications & other Integrity Tech with John G
  • September 7th – working a Walmart booth, AEP preparedness, alternative Drug Lookup tool
  • September 6th – 2023 Cigna Market Deep Dives: Northeast/Midwest (PA, MD, DE, DC, NJ, VA, CT, NY, IL, OH, MO, KS)
  • August 31st – open discussion regarding COmpliance going into AEP
  • August 29th – Guest speaker Gaylan Hendricks on Cross Selling!
  • August 26th – 2023 Cigna Market Deep Dives: Southeast (FL, GA, SC, NC, TN, VA, AL, MS, AR)
  • August 26th – 2023 Cigna Market Deep Dives: WEST (AZ ,CO, UT, NM, TX, OK, OR, WA)
  • August 22nd – Guest Speaker Arric Allen! Hear from one of the best in the business how to effectively work leads.
  • August 17th – Grassroots Marketing prep for AEP, UNA Program review
  • August 15th – Guest Speaker Everett Foney!
  • August 10th – Updated GPB Product Portfolio!
  • August 8th – guest speaker Joshua Shinn out of New Jersey!
  • August 5th – John Wetmore Presentation!
  • August 3rd – Various AEP Preparedness topics
  • August 1st – Trey Jones guest speaker!
  • July 27th – Integrity Leads Center Walkthrough!
  • July 25th – NEW Co-op Marketing $$$ = AEP Prep
  • July 20th – Integrity’s CRM System – Medicare Center – Presentation by Colton Claytor
  • July 18th – Leadership Summit Recap + AEP Readiness
  • July 13th – AHIP conversations, Keeping up with your clients, free UHC branded marketing materials
  • July 11th – Updates from the Leadership Summit, Integrity/Aflac/Aetna Ultimate Trifecta
  • July 6th – Mastermind Session
  • June 29th – reviewing other Zoho apps with John Gourdin, Cigna customer enrollment line ends 6/30, IL Dual plans
  • June 22nd – review from Monday’s Extra Help, SPAPs & C/D-SNP presentation, selling techniques for these programs
  • June 20th – Juneteenth recognition, DSNPs & CSNPs overview, Extra Help clarity
  • June 15th – Recruiting, focusing on specific states for your business, master the art of selling
  • June 13th – Industry Announcements & GPB news, Sales Techniques from Bootcamp
  • June 8th – Various client interactions
  • June 6th – beating complacency, Upcoming events, Sales Tips from Tony
  • June 1st – GPB website updates, Lead Gen opportunities, quoting tool demo
  • May 25th – how to increase productivity, remote selling mindset, Q1 Medicare tool
  • May 23rd – Special guest speaker Pierre Mondoux, GPB Regional Sales Director!
  • May 18th – large discussion around the newly confirmed Compliance guidelines
  • May 16th – Everything you need to know about Compliance for Medicare Advantage in 2022
  • May 11th – Who can we sell to during SEP, Recruiting updates, Activity by Tony Holland,SPAP lookup
  • May 9th – Joe Walker presents Heatmap Marketing!
  • May 4th – Q1 Medicare website, Zoho review, which carriers to run quotes with, adding carriers to the portfolio
  • May 2nd – 10 Tips to Become a Better Producer & $1,000 Recruiting Bonus extension!
  • April 27th – specific client cases
  • April 25th – Tips from Leadership & Contracting updates
  • April 20th – Q1 Medicare / CSG Quoting tool, figuring out what’s best for our clients, various other content
  • April 18th – Antigua Leadership Summit Summit Qualifiers!
  • April 13th – reviewing the current incentives, following up on last week’s topics, determining the best enrollment options for SEP
  • April 11th – $200 Co-op Marketing Campaign for ANY New-to-GPB MA paid enrollment!
  • April 6th –
  • Apri 4th – Guest Speaker Eddie Velez presents “Working with Veterans”
  • March 30th – DST SEPs opening potential opportunities for clients, CMS Marx website, clarifying further enrollment opportunities.
  • March 28th – 2023 Leadership Summit + Rolex Club Announcement!
  • March 23rd – Medicare Auto Pay discussion, Veteran’s eligibility, OEP election validity
  • March 21st – Campaign Brainstorming
  • March 16th – various questions, one specifically was about carrier documents for clients
  • March 14th – Guest speaker Bill Feggins reviews the 5 things you must do to sell Medicare Advantage
  • March 9th – great discussion surrounding the many facets of Veterans &  Medicare, among other topics
  • March 7th – John Gourdin reviews Good Business Practices of the Modern Agent
  • March 2nd – Guest Speaker Everett Foney reviews Q1 Medicare .com & a special SEP tool
  • February 28th – Multigenerational Referrals & Grassroots Marketing (from Bootcamp)
  • February 23rd – CSG Actuarial pt. 2 with Anna Patrick – Market Pulse & Market Edge
  • February 21st – CSG Actuarial walkthrough, Cigna Medicare news, current promotions
  • February 16th – a large discussion around combating the “client flipping” challenge throughout the industry
  • February 14th – Happy Valentine’s Day!, guest speaker Denis Tauscheck from Integrity Marketing Group
  • February 9th – Integrity Merger Discussion
  • February 7th – 10 Step Sales Process pt.2, NEW Bonus Announcements
  • February 2nd – Renewals budgeting, 5-star plans, SEPs
  • January 31st – Tony Robbins Ultimate Breakthrough recap, 10 Step Sales Process (1-5)
  • January 26th – Renewals discussion, Tony Robbins sessions, ICEP clarity
  • January 24th – Renewals Week!
  • January 19th – GTL guest speaker Demetri Simos is back discussing Cancer plans, Short Term Care, & Graded Benefit Life!
  • January 17th – Guest Speaker Kari Brandy, MLK remembrance
  • January 12th – GTL guest speaker Demetri Simos presented a deep dive into the Hospital Indemnity programs
  • January 10th – Guest Speaker Floyd Walters “Success during OEP”, clarifying Antigua Leadership Summit points system
  • January 5th
  • January 3rd – GPB Value Proposition, Antigua Conversation, Happy New Year!
2021 Recording Archive
2020 Recording Archive