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.
Reset all filters
CareValue Icon
Be the first to get an exclusive sneak peek of Excellus BlueCross BlueShield's exciting 2022 Medicare plan and benefit updates!
07/28/2021 10:00 AM 07/28/2021 11:00 AM America/New_York Excellus First Looks 2022 (Rochester) Be the first to get an exclusive sneak peek of Excellus BlueCross BlueShield's exciting 2022 Medicare plan and benefit updates!

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

Strathallan Rochester Hotel & Spa - 550 East Avenue, Rochester, NY 14607
View Event
used cms false

new-york

CareValue Icon
WellCare Health Plans is excited to unveil their product lineup for 2022. They have made several additions to their product portfolio for the upcoming year and want to offer you the opportunity to get a detailed view of what they have to offer.
07/28/2021 10:00 AM 08/26/2021 12:00 PM America/New_York WellCare 2022 Rhode Island Product Roadshows WellCare Health Plans is excited to unveil their product lineup for 2022. They have made several additions to their product portfolio for the upcoming year and want to offer you the opportunity to get a detailed view of what they have to offer.

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

Newport Marriott & Omni Hotel Providence
View Event
used cms false

rhode-island

CareValue Icon
Be the first to get an exclusive sneak peek of Excellus BlueCross BlueShield's exciting 2022 Medicare plan and benefit updates!
07/28/2021 01:00 PM 07/28/2021 03:00 PM America/New_York Excellus First Looks 2022 (Rochester) Afternoon Session Be the first to get an exclusive sneak peek of Excellus BlueCross BlueShield's exciting 2022 Medicare plan and benefit updates!

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

Strathallan Rochester Hotel & Spa - 550 East Avenue, Rochester, NY 14607
View Event
used cms false

new-york

CareValue Icon
Join for an informative session on Flexible Choice Dental, Vision & Hearing from Cigna Supplemental Benefits (CSB).
07/28/2021 01:00 PM 07/28/2021 01:30 PM America/New_York Flexible Choice Dental, Vision & Hearing w/ Cigna Join for an informative session on Flexible Choice Dental, Vision & Hearing from Cigna Supplemental Benefits (CSB).

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

Remote
View Event
used cms false

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
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!
07/28/2021 03:00 PM 07/28/2021 04:00 PM America/New_York 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
used cms true

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
Humana is offering multiple ways to get the trainings you’re interested in. Please know that the only required training for MAPD/PDP is completing your 2022 AHIP and Certification. All other trainings are suggested and optional. 
07/28/2021 03:00 PM 10/13/2021 04:00 PM America/New_York Humana 'Know What's Next' 2022 Trainings Humana is offering multiple ways to get the trainings you’re interested in. Please know that the only required training for MAPD/PDP is completing your 2022 AHIP and Certification. All other trainings are suggested and optional. 

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

Remote
View Event
used cms false

new-york, new-jersey, connecticut, rhod-island, massachusetts

CareValue Icon
Be the first to get an exclusive sneak peek of Excellus BlueCross BlueShield's exciting 2022 Medicare plan and benefit updates!
07/29/2021 10:00 AM 07/29/2021 12:00 PM America/New_York Excellus First Looks 2022 (Central NY) Be the first to get an exclusive sneak peek of Excellus BlueCross BlueShield's exciting 2022 Medicare plan and benefit updates!

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

The Craftsman Inn & Suites - 7300 E Genesee St., Fayetteville, NY 13066
View Event
used cms false

new-york

CareValue Icon
Be the first to get an exclusive sneak peek of Excellus BlueCross BlueShield's exciting 2022 Medicare plan and benefit updates!
07/29/2021 01:00 PM 07/29/2021 03:00 PM America/New_York Excellus First Looks 2022 (Central NY) Afternoon Session Be the first to get an exclusive sneak peek of Excellus BlueCross BlueShield's exciting 2022 Medicare plan and benefit updates!

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

The Craftsman Inn & Suites - 7300 E Genesee St., Fayetteville, NY 13066
View Event
used cms false

new-york

CareValue Icon
Join for an informative session on Cancer Treatment from Cigna Supplemental Benefits (CSB).
07/29/2021 01:00 PM 07/29/2021 01:30 PM America/New_York Cancer Treatment w/ Cigna Join for an informative session on Cancer Treatment from Cigna Supplemental Benefits (CSB).

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

Remote
View Event
used cms false

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
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.
07/29/2021 03:00 PM 07/29/2021 04:00 PM America/New_York 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
used cms true

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
Join CareValue's Kris Wasney as he discusses weekly updates pertaining to the senior market sector! New info each week!
07/30/2021 02:00 PM 07/30/2021 02:30 PM America/New_York 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
used cms true

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
If you're interested in learning about new and exciting 2022 products and how to grow your business, these meetings are for you. Highmark has meetings scheduled at locations across all the states they serve, and some virtual options, so please register for the event date/time/location that works best for you!
08/04/2021 10:00 AM 09/09/2021 12:30 PM America/New_York Highmark's In-Person Medicare Rollout Meetings If you're interested in learning about new and exciting 2022 products and how to grow your business, these meetings are for you. Highmark has meetings scheduled at locations across all the states they serve, and some virtual options, so please register for the event date/time/location that works best for you!

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

Multiple Locations
View Event
used cms false

pennsylvania, delaware, west-virginia

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!
08/04/2021 03:00 PM 08/04/2021 04:00 PM America/New_York 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
used cms true

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
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.
08/05/2021 03:00 PM 08/05/2021 04:00 PM America/New_York 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
used cms true

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
Join CareValue's Kris Wasney as he discusses weekly updates pertaining to the senior market sector! New info each week!
08/06/2021 02:00 PM 08/06/2021 02:30 PM America/New_York 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
used cms true

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
This session explores the basics of Low Income Subsidies and how your clients may be eligible for coverage. Humana will discuss how LIS works and review the 2021 LIS Chart for insights on resource limits and cost shares for the various subsidy categories.
08/10/2021 10:00 AM 08/10/2021 11:00 AM America/New_York Low Income Subsidy & Humana This session explores the basics of Low Income Subsidies and how your clients may be eligible for coverage. Humana will discuss how LIS works and review the 2021 LIS Chart for insights on resource limits and cost shares for the various subsidy categories.

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

Virtual
View Event
used cms false

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
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!
08/11/2021 03:00 PM 08/11/2021 04:00 PM America/New_York 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
used cms true

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
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.
08/12/2021 03:00 PM 08/12/2021 04:00 PM America/New_York 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
used cms true

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
This premier conference was designed for insurance professionals who are looking to grow their network, increase their awareness on carrier plan changes, and build rapport with regional and national carriers.
08/13/2021 10:00 AM 08/13/2021 05:00 PM America/New_York CareValue Annual Health & Wealth Expo This premier conference was designed for insurance professionals who are looking to grow their network, increase their awareness on carrier plan changes, and build rapport with regional and national carriers.

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

Remote
View Event
used cms true

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
Join CareValue's Kris Wasney as he discusses weekly updates pertaining to the senior market sector! New info each week!
08/13/2021 02:00 PM 08/13/2021 02:30 PM America/New_York 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
used cms true

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
Topics cover Medicaid Eligible Plans, the availability of and enrollment in DE-SNP plans, and Special Election Periods that may impact dual eligible beneficiaries.
08/24/2021 10:00 AM 08/24/2021 11:00 AM America/New_York Dual Eligible Basics & Medicaid - Humana Topics cover Medicaid Eligible Plans, the availability of and enrollment in DE-SNP plans, and Special Election Periods that may impact dual eligible beneficiaries.

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

Virtual
View Event
used cms false

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
Join for an overview of the many selling opportunities in UnitedHealthcare's product portfolio, including key features and nuances for the various plans types and how to position the right plan for each consumer's unique needs.
09/02/2021 10:00 AM 09/02/2021 02:00 PM America/New_York UnitedHealthcare & CareValue Rollout Meeting Join for an overview of the many selling opportunities in UnitedHealthcare's product portfolio, including key features and nuances for the various plans types and how to position the right plan for each consumer's unique needs.

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

Hampton Inn & Suites Rochester/Victor - 7637 New York State Route 96, Victor, NY 14564
View Event
used cms true

new-york

CareValue Icon
The first in-person meeting of the Western NY Association of Health Underwriters will be a breakfast meeting at 8:00AM on WED. Sept. 8 at Locust Hill Country Club. Rochester, NY ( Jefferson Rd.)
09/08/2021 08:00 AM 09/08/2021 10:00 AM America/New_York NAHU Breakfast with Joe Morelle The first in-person meeting of the Western NY Association of Health Underwriters will be a breakfast meeting at 8:00AM on WED. Sept. 8 at Locust Hill Country Club. Rochester, NY ( Jefferson Rd.)

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

Locust Hill Country Club - 2000 Jefferson Rd, Pittsford, NY 14534
View Event
used cms false

new-york

CareValue Icon
If you're interested in learning about new and exciting 2022 products and how to grow your business, these meetings are for you. These are virtual options - please register for the event date/time that works best for you!
09/10/2021 10:00 AM 09/17/2021 12:30 PM America/New_York Highmark's Virtual Medicare Rollout Meetings If you're interested in learning about new and exciting 2022 products and how to grow your business, these meetings are for you. These are virtual options - please register for the event date/time that works best for you!

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

Remote
View Event
used cms false

pennsylvania, delaware, west-virginia

CareValue Icon
Anthem in Connecticut will be having both virtual and in person AEP meetings for you all. Inside is a list of the IN-PERSON meetings you can attend throughout September this year. The virtual ones will start the last week of September - there will be 3 per week.
09/14/2021 11:00 AM 09/14/2021 11:00 AM America/New_York Anthem CT AEP Meetings Anthem in Connecticut will be having both virtual and in person AEP meetings for you all. Inside is a list of the IN-PERSON meetings you can attend throughout September this year. The virtual ones will start the last week of September - there will be 3 per week.

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

Multiple Locations
View Event
used cms false

connecticut

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?

Get Contracted NOW

Contact Us



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