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Recent Meeting Recordings:

January 6th – Guest Speakers Traci Lane & John Gourdin share Tips for Record Production During OEP
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

2024 Recording Archive

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 – ReitreFlo 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

December 27th – OEP Readiness session
December 22nd – Guaranteed Issue, ACA rules, SEP conditions
December 20th – Wrapping up December Activity and Upcoming Events/Announcements
December 15th – What are the Mastermind Sessions?, Qualifying SEPs, working with your upline
December 13th – Guest speakers Bill Feggins, Joe Walker, Everett Foney, December Selling opportunities
December 8th – Post-AEP Selling Opportunities
November 29th – Finish Strong, Tips for Record Production During the Holidays
November 24th
November 22nd
November 15th
November 10th
November 8th – guest speaker Juanita Larry, reevaluating AEP halfway through
Novemebr 3rd
November 1st – guest speaker Eugene Daskal, GPB Departmental Updates
October 27th – Leads Department Updates, connecting with your BSRs
October 25th – guest speaker Randall Standaert, Leads insight
Otcober 20th – AEP Mindset & approaching leads, PURL help, ConnectureDRx, Chargebacks,
October 18th – Leads and website details
October 13th – Dental Plan Details, basics of GPB website, TriCare (under 65) versus TriCare for Life (over 65)
October 11th – Cigna updates, Breast Cancer Awareness Month
October 6th – Best Sales techniques, client testimonials
October 4th – Zoho connectivity, Sales Reporting, AEP Readiness, Leadership Summit
September 29th
September 27th
September 22nd – SalesForce, Veteran’s using the ER, eApp vs. ConnectureDRx, Medicade/LIS levels, 3 aspects of change
September 20th – Cigna Medicare Commissions Walkthrough
September 15th – Out of Country coverage, emergency care, explaining HMO to clients
September 13th – Leads Deep Dive
September 8th – Mastermind Session
September 3rd – AEP prep session with newer agents
September 1st – SEP versus OEP versus ICEP
August 30th – John Gourdin website tour, Everett Foney Grassroots campaign
August 20th – HUGE Cigna Medicare announcements from Paul Gill
August 18th – new CARL agents protocol, 2022 plan rollouts and other upcoming events, ICEP vs. IEP
August 16th – Exclusivity, Grassroots marketing, Leaders Board tracking
August 11th – breast cancer help, SEP OCC plan changes, “tracking/logging” sales in Zoho, chargebacks
August 9th – Cigna Medicare FMO Conference Debrief
August 4th
August 2nd
July 28th
July 26th
July 21st
July 19th
July 14th
July 13th (AHIP Workshop)
July 12th
July 9th
July 7th
July 2nd
June 30th
June 28th
June 25th (Leadership Summit)
June 23rd
June 21st
June 18th
June 16th
June 14th (Compliance Checklist)
June 11th
June 9th
June 7th
June 5th (Oak Street Health – Atlanta)
June 4th
June 2nd
May 28th (Memorial Day)
May 26th
May 24th
May 21st
May 19th
May 17th
May 15th (Super Saturday)
May 14th
May 12th
May 10th
May 7th
May 5th
May 3rd
April 30th
April 28th
April 26th
April 23rd
April 21st
April 17th (Super Saturday)
April 16th
April 14th
April 12th (Final Expense)
April 5th (SEP Deep Dive with John Gourdin)
March 29th (Floyd Walters)
March 22nd (Candace Parker)
March 15th (Needs Analysis with John Gourdin)
March 8th (Cross-selling with Marsha Johnson, William Vargas)
March 1st (Joe Walker, Wesley Norris, Everett Foney)
February 22nd (Shaw Williams, Andrew Waller, Floyd Walters)
February 15th (Exclusivity, Chargebacks, Cross-selling)
February 8th (Virtual Enrollment Tools Demo)
February 1st
January 25th (William Vargas)
January 18th (LIS Extra Help Training)
January 11th
January 4th

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