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
2025 Recording Archive
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 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
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 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 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
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
August 16th – sales checklist @ enrollment, sales & education for clients, use your own Needs Analysis, T-65 effective dates, “Pln recap” from UHC, Voice Scopes
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