Upcoming Events

Search upcoming events to find out where you can receive training, attend a seminar, and learn more about the insurance industry.

Filters

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Reset all filters
CareValue Icon
Join EmblemHealth for one of their Medicare Broker Trainings in NY. They will be reviewing Emblem’s Broker First Look which includes plan highlights and changes for 2022.
Oct 26, 2021 10:00 am Oct 26, 2021 11:00 am Emblem's NY Medicare Broker Training Join EmblemHealth for one of their Medicare Broker Trainings in NY. They will be reviewing Emblem’s Broker First Look which includes plan highlights and changes for 2022.

Meeting and/or Registration Link:
Organizer:
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-false
emblemhealth_cv

new-york

CareValue Icon
Join Kristie Roeder for a free webinar about why CareValue might be the right fit for you! We’ll be discussing how to integrate Medicare products into your portfolio and how to keep referrals for yourself instead of sending them down the street to another agent.
Oct 26, 2021 10:00 am Oct 26, 2021 11:00 am "Why CareValue?" with Kristie Roeder Join Kristie Roeder for a free webinar about why CareValue might be the right fit for you! We’ll be discussing how to integrate Medicare products into your portfolio and how to keep referrals for yourself instead of sending them down the street to another agent.

Meeting and/or Registration Link:
Organizer: Kristie Roeder
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-true
non-carrier-event_cv

all-50-states, alabama, alaska, arizona, arkansas, california, colorado, connecticut, delaware, district-of-columbia, florida, georgia, hawaii, idaho, illinois, indiana, iowa, kansas, kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, montana, nebraska, nevada, new-hampshire, new-jersey, new-mexico, new-york, north-carolina, north-dakota, ohio, oklahoma, oregon, pennsylvania, rhode-island, south-carolina, south-dakota, tennessee, texas, utah, vermont, virginia, washington, west-virginia, wisconsin, wyoming

CareValue Icon
Empire is offering multiple virtual office sessions for the next 2 weeks where you can go and log in for additional support needs/questions (by screenshare).
Oct 26, 2021 10:00 am Oct 26, 2021 03:00 pm Empire's Virtual Office Support Day 3 Empire is offering multiple virtual office sessions for the next 2 weeks where you can go and log in for additional support needs/questions (by screenshare).

Meeting and/or Registration Link:
Organizer:
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-false
empire_cv

new-york

CareValue Icon
This time of the year is spent meeting with as many clients as possible - sometimes, agents get tunnel vision and miss new opportunities. Don’t let that happen to you! Join SureBridge to discuss three ideas to help you have a successful 4th quarter.
Oct 26, 2021 11:00 am Oct 26, 2021 12:00 pm National Webinar: Three Ideas to Improve Your Sales 4th Quarter This time of the year is spent meeting with as many clients as possible - sometimes, agents get tunnel vision and miss new opportunities. Don’t let that happen to you! Join SureBridge to discuss three ideas to help you have a successful 4th quarter.

Meeting and/or Registration Link:
Organizer:
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-false
surebridge_cv

alabama, alaska, arizona, arkansas, california, colorado, connecticut, delaware, district-of-columbia, florida, georgia, idaho, illinois, indiana, iowa, kansas, kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, montana, nebraska, nevada, new-hampshire, new-mexico, north-carolina, north-dakota, ohio, oklahoma, oregon, pennsylvania, south-carolina, south-dakota, tennessee, texas, utah, virginia, washington, west-virginia, wisconsin, wyoming

CareValue Icon
Do your clients have the comprehensive health coverage they need to protect their finances if they’re hospitalized? Attend this webinar to learn how Medico’s Hospital Indemnity insurance pairs well with Medicare Advantage plans and can help fill out-of-pocket gaps. Register now!
Oct 26, 2021 11:00 am Oct 26, 2021 12:00 pm Help Clients Fill Medicare Advantage Gaps With Hospital Indemnity Do your clients have the comprehensive health coverage they need to protect their finances if they’re hospitalized? Attend this webinar to learn how Medico’s Hospital Indemnity insurance pairs well with Medicare Advantage plans and can help fill out-of-pocket gaps. Register now!

Meeting and/or Registration Link:
Organizer:
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-false
medico_cv

alabama, arizona, arkansas, colorado, delaware, florida, georgia, idaho, illinois, indiana, iowa, kansas, kentucky, louisiana, maine, michigan, minnesota, mississippi, missouri, montana, nebraska, nevada, new-mexico, north-carolina, north-dakota, ohio, oklahoma, oregon, pennsylvania, rhode-island, south-carolina, south-dakota, tennessee, texas, utah, virginia, washington, west-virginia, wisconsin, wyoming

CareValue Icon
Please join ConnectiCare for one of their Medicare Broker Trainings. They will be reviewing ConnectiCare’s Medicare Supplements, which includes plan highlights and changes for 2022.
Oct 27, 2021 02:00 pm Oct 27, 2021 03:00 pm ConnectiCare Medicare Supplement Training Please join ConnectiCare for one of their Medicare Broker Trainings. They will be reviewing ConnectiCare’s Medicare Supplements, which includes plan highlights and changes for 2022.

Meeting and/or Registration Link:
Organizer:
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-false
connecticare_cv

connecticut

CareValue Icon
Join us and learn how you can use MedicareValue – our CMS-approved online Medicare exchange – to enroll your clients in plans from anywhere! No need for face-to-face interaction when you have a virtual office right at your fingertips. We’ll walk through an enrollment step-by-step, as well as answer any questions you may have. We hope to see you there!
Oct 27, 2021 03:00 pm Oct 27, 2021 04:00 pm MedicareValue Online Enrollment Training Join us and learn how you can use MedicareValue – our CMS-approved online Medicare exchange – to enroll your clients in plans from anywhere! No need for face-to-face interaction when you have a virtual office right at your fingertips. We’ll walk through an enrollment step-by-step, as well as answer any questions you may have. We hope to see you there!

Meeting and/or Registration Link:
Organizer: Kris Wasney
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-true
non-carrier-event_cv

all-50-states, alabama, alaska, arizona, arkansas, california, colorado, connecticut, delaware, district-of-columbia, florida, georgia, hawaii, idaho, illinois, indiana, iowa, kansas, kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, montana, nebraska, nevada, new-hampshire, new-jersey, new-mexico, new-york, north-carolina, north-dakota, ohio, oklahoma, oregon, pennsylvania, rhode-island, south-carolina, south-dakota, tennessee, texas, utah, vermont, virginia, washington, west-virginia, wisconsin, wyoming

CareValue Icon
Empire is offering multiple virtual office sessions for the next 2 weeks where you can go and log in for additional support needs/questions (by screenshare).
Oct 28, 2021 10:00 am Oct 28, 2021 03:00 pm Empire's Virtual Office Support Day 4 Empire is offering multiple virtual office sessions for the next 2 weeks where you can go and log in for additional support needs/questions (by screenshare).

Meeting and/or Registration Link:
Organizer:
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-false
empire_cv

new-york

CareValue Icon

Empire Virtual Office Support

Webinar
MULTIPLE
Dates
10:00 am
Oct 28
Join for a virtual office session where you can go and log in for additional support needs/questions (by screenshare) with Empire.
Oct 28, 2021 10:00 am Oct 28, 2021 03:00 pm Empire Virtual Office Support Join for a virtual office session where you can go and log in for additional support needs/questions (by screenshare) with Empire.

Meeting and/or Registration Link:
Organizer:
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-false
empire_cv

new-york

CareValue Icon

New 2 Medicare

Webinar
MULTIPLE
Dates
3:00 pm
Oct 28
Are you an agent that's new to selling Medicare? Join CareValue's Kris Wasney as he discusses everything you need to know to succeed in this complex industry.
Oct 28, 2021 03:00 pm Oct 28, 2021 04:00 pm New 2 Medicare Are you an agent that's new to selling Medicare? Join CareValue's Kris Wasney as he discusses everything you need to know to succeed in this complex industry.

Meeting and/or Registration Link:
Organizer: Kris Wasney
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-true
non-carrier-event_cv

all-50-states, alabama, alaska, arizona, arkansas, california, colorado, connecticut, delaware, district-of-columbia, florida, georgia, hawaii, idaho, illinois, indiana, iowa, kansas, kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, montana, nebraska, nevada, new-hampshire, new-jersey, new-mexico, new-york, north-carolina, north-dakota, ohio, oklahoma, oregon, pennsylvania, rhode-island, south-carolina, south-dakota, tennessee, texas, utah, vermont, virginia, washington, west-virginia, wisconsin, wyoming

CareValue Icon

AllRep CRM Training

Webinar
MULTIPLE
Dates
10:30 am
Oct 29
Join CareValue's Kris Wasney for a training session on how you can use the many tools within AllRep, CareValue's agent-focused Customer Relationship Manager (CRM), to help streamline business processes.
Oct 29, 2021 10:30 am Oct 29, 2021 11:00 am AllRep CRM Training Join CareValue's Kris Wasney for a training session on how you can use the many tools within AllRep, CareValue's agent-focused Customer Relationship Manager (CRM), to help streamline business processes.

Meeting and/or Registration Link:
Organizer: Kris Wasney
Additional Joining Instructions: <div style='box-sizing: border-box; font-family: "Segoe UI", system-ui, "Apple Color Emoji", "Segoe UI Emoji", sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;'> <div style="font-size:14px;"> <dl> <dt title="Meeting number:">Meeting number: <span title="132 139 8431"><strong>132 139 8431</strong></span><strong>&nbsp; &nbsp; </strong></dt> <dt title="Password: ">Password: &nbsp;<strong>Q5hsTWJ2Qm4</strong> &nbsp; &nbsp;&nbsp;</dt> </dl> </div> <div style="font-size:14px;"> <dl> <dt title="Join by video system">Join by video system<br>Dial 1321398431@carevalue.my.webex.com <br>You can also dial 173.243.2.68 and enter your meeting number. &nbsp; &nbsp;</dt> </dl> <dl> <dt title="Join by phone">Join by phone +1-510-338-9438<br>Access code: 132 139 8431</dt> </dl> </div> </div>

Remote
View Event
multi-event-false
cv-hosted-true
non-carrier-event_cv

all-50-states, alabama, alaska, arizona, arkansas, california, colorado, connecticut, delaware, district-of-columbia, florida, georgia, hawaii, idaho, illinois, indiana, iowa, kansas, kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, montana, nebraska, nevada, new-hampshire, new-jersey, new-mexico, new-york, north-carolina, north-dakota, ohio, oklahoma, oregon, pennsylvania, rhode-island, south-carolina, south-dakota, tennessee, texas, utah, vermont, virginia, washington, west-virginia, wisconsin, wyoming

CareValue Icon

Agent Weekly Update

Webinar
MULTIPLE
Dates
2:00 pm
Oct 29
Join CareValue's Kris Wasney as he discusses weekly updates pertaining to the senior market sector! New info each week!
Oct 29, 2021 02:00 pm Oct 29, 2021 02:30 pm Agent Weekly Update Join CareValue's Kris Wasney as he discusses weekly updates pertaining to the senior market sector! New info each week!

Meeting and/or Registration Link:
Organizer: Kris Wasney
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-true
non-carrier-event_cv

all-50-states, alabama, alaska, arizona, arkansas, california, colorado, connecticut, delaware, district-of-columbia, florida, georgia, hawaii, idaho, illinois, indiana, iowa, kansas, kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, montana, nebraska, nevada, new-hampshire, new-jersey, new-mexico, new-york, north-carolina, north-dakota, ohio, oklahoma, oregon, pennsylvania, rhode-island, south-carolina, south-dakota, tennessee, texas, utah, vermont, virginia, washington, west-virginia, wisconsin, wyoming

CareValue Icon
Whether you are a new agent who just signed up or a new-ish agent who signed up a little while ago and just hasn't had time to learn another new carrier, SureBridge can help you get started!
Nov 02, 2021 11:00 am Nov 02, 2021 12:00 pm National Webinar: New Agent Fast Tracks - Giving You the Tools to Succeed Whether you are a new agent who just signed up or a new-ish agent who signed up a little while ago and just hasn't had time to learn another new carrier, SureBridge can help you get started!

Meeting and/or Registration Link:
Organizer:
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-false
surebridge_cv

alabama, alaska, arizona, arkansas, california, colorado, connecticut, delaware, district-of-columbia, florida, georgia, idaho, illinois, indiana, iowa, kansas, kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, montana, nebraska, nevada, new-hampshire, new-mexico, north-carolina, north-dakota, ohio, oklahoma, oregon, pennsylvania, south-carolina, south-dakota, tennessee, texas, utah, virginia, washington, west-virginia, wisconsin, wyoming

CareValue Icon
Please join ConnectiCare for one of their Medicare Broker Trainings. They will be reviewing ConnectiCare’s Medicare Supplements, which includes plan highlights and changes for 2022.
Nov 03, 2021 02:00 pm Nov 03, 2021 03:00 pm ConnectiCare Medicare Supplement Training Please join ConnectiCare for one of their Medicare Broker Trainings. They will be reviewing ConnectiCare’s Medicare Supplements, which includes plan highlights and changes for 2022.

Meeting and/or Registration Link:
Organizer:
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-false
connecticare_cv

connecticut

CareValue Icon

AllRep CRM Training

Webinar
MULTIPLE
Dates
10:30 am
Nov 5
Join CareValue's Kris Wasney for a training session on how you can use the many tools within AllRep, CareValue's agent-focused Customer Relationship Manager (CRM), to help streamline business processes.
Nov 05, 2021 10:30 am Nov 05, 2021 11:00 am AllRep CRM Training Join CareValue's Kris Wasney for a training session on how you can use the many tools within AllRep, CareValue's agent-focused Customer Relationship Manager (CRM), to help streamline business processes.

Meeting and/or Registration Link:
Organizer: Kris Wasney
Additional Joining Instructions: <div style='box-sizing: border-box; font-family: "Segoe UI", system-ui, "Apple Color Emoji", "Segoe UI Emoji", sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;'> <div style="font-size:14px;"> <dl> <dt title="Meeting number:">Meeting number: <span title="132 139 8431"><strong>132 139 8431</strong></span><strong>&nbsp; &nbsp; </strong></dt> <dt title="Password: ">Password: &nbsp;<strong>Q5hsTWJ2Qm4</strong> &nbsp; &nbsp;&nbsp;</dt> </dl> </div> <div style="font-size:14px;"> <dl> <dt title="Join by video system">Join by video system<br>Dial 1321398431@carevalue.my.webex.com <br>You can also dial 173.243.2.68 and enter your meeting number. &nbsp; &nbsp;</dt> </dl> <dl> <dt title="Join by phone">Join by phone +1-510-338-9438<br>Access code: 132 139 8431</dt> </dl> </div> </div>

Remote
View Event
multi-event-false
cv-hosted-true
non-carrier-event_cv

all-50-states, alabama, alaska, arizona, arkansas, california, colorado, connecticut, delaware, district-of-columbia, florida, georgia, hawaii, idaho, illinois, indiana, iowa, kansas, kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, montana, nebraska, nevada, new-hampshire, new-jersey, new-mexico, new-york, north-carolina, north-dakota, ohio, oklahoma, oregon, pennsylvania, rhode-island, south-carolina, south-dakota, tennessee, texas, utah, vermont, virginia, washington, west-virginia, wisconsin, wyoming

CareValue Icon

Agent Weekly Update

Webinar
MULTIPLE
Dates
2:00 pm
Nov 5
Join CareValue's Kris Wasney as he discusses weekly updates pertaining to the senior market sector! New info each week!
Nov 05, 2021 02:00 pm Nov 05, 2021 02:30 pm Agent Weekly Update Join CareValue's Kris Wasney as he discusses weekly updates pertaining to the senior market sector! New info each week!

Meeting and/or Registration Link:
Organizer: Kris Wasney
Additional Joining Instructions:

Remote
View Event
multi-event-false
cv-hosted-true
non-carrier-event_cv

all-50-states, alabama, alaska, arizona, arkansas, california, colorado, connecticut, delaware, district-of-columbia, florida, georgia, hawaii, idaho, illinois, indiana, iowa, kansas, kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, montana, nebraska, nevada, new-hampshire, new-jersey, new-mexico, new-york, north-carolina, north-dakota, ohio, oklahoma, oregon, pennsylvania, rhode-island, south-carolina, south-dakota, tennessee, texas, utah, vermont, virginia, washington, west-virginia, wisconsin, wyoming

Hear from our current agents.

We’re on your side – and the side of your clients.

As a non-captive independent brokerage firm, our business is to help seniors get the right benefits at the right price, and to support you as you grow your business.

Business Hours

Monday – Friday: 8am to 5pm

Location

Our Office
5263 Parkside Dr. Bldg. 700
Canandaigua, NY 14424
Get directions

Contact

Don't Want to Wait?

SuranceBay Logo.
Get Contracted NOW

Contact Us



Thank you! Your form has been received!
Oops! Something went wrong while submitting the form