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Excellus 2020 Retail Event Training

Agent Requirements for Representing Excellus at Informal Sales Events Location: CareValue – 700, 5263 Parkside Dr, Canandaigua, NY 14424 This training is required annually for any agent that plans to conduct sales events with Excellus or Univera.  Hosted by Derek Stevens, this training will go over how to conduct a compliant event. ... Read More
 

Final Expense Advanced

Final Expense Boot Camp Final Expense Advanced – Chuck O’Sullivan If you have contemplated learning how to sell final expense insurance, there is no better time than now. Thousands of baby boomers are retiring every day and many have done little preparation, including taking care of the many expenses that will ... Read More
 

Alleviating Pane: February 2019 Edition

Alleviating Pane – Book of the Month It’s always good business and professional goal to read, improve your mindset and business acumen and interpersonal skills. Each month, as one of your Sales Directors, I will recommend a book from my library that I have read that will assist you in ... Read More
 

“Did You Know?” From Sarah W’s Desk

“Did You Know?” – Automatic Payment Authorization Form Did you know that if you have 2 or more members in the same household enroll in UHC Med Supp plans who have the same AARP Membership and they choose the EFT service, their premiums will be withdrawn from the same bank account ... Read More
 

Alleviating Pane: January 2019 Edition

Alleviating Pane – Book of the Month As we begin in 2019, it’s always good business and professional goal to read, improve your mindset and business acumen and interpersonal skills. Each month as one of your Sales Directors, I will recommend a book from my library that I have read that ... Read More
 

“Did You Know?” From Sarah W’s Desk

“Did You Know?”  – WellCare OTC Benefit How can your client use the WellCare OTC Benefit? They can Call 866-422-5009 and order online.  The catalog is located in the enrollment kit booklet. They can order online at www.wellcare.com/medicare.  Members will have to create a username and password. Note:  Remember, their items ... Read More