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

Excellus New Agent Training – April 10, 2019

Welcome to Excellus New Agent Training! Hosted by Derek Stevens, Medicare Broker Account Executive of Excellus Location: CareValue™ 700, 5263 Parkside Dr, Canandaigua, NY 14424 New Agent Training 11 AM – 12 PM – with an additional hour allotted for any questions, comments, or individual consultation. The training will cover ... Read More

Ascend, Studio & Producer World Training

Three Topics, One Training: Learn About ASCEND, Studio & Producer World Are you familiar with Aetna Medicare’s sales and marketing resources? UHC is holding upcoming training to provide an overview of these tools. Attend to learn about: *The Ascend Virtual Sales Office (Ascend VSO) app — Learn how to submit enrollments electronically. Ascend ... 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

Excellus OEP/Medicare Supplement Training

Excellus OEP/Medicare Supplement Training Presenter: Derek Stevens Master your understanding of OEP and how the different SEPs can help grow your book of business. Review T-65 and strengthen your grasp on Medicare Supplement. Date: Thursday, February 7th, 2019 Location: CareValue Office, 5263 Parkside Drive, Building 700, Canandaigua, NY 14424 This event ... Read More

CareValue and TargetLeads Webinar

Webinar: How to Master Direct Mail Marketing Learn how to order leads in this competitive time period, and don’t miss this opportunity to grow your business – RSVP today! Tuesday, January 8th 2:00 – 3:00 PM ET Helpful Links New to CareValue – Get Contracted! Agent Services Client Testimonials Partnering Carriers ... Read More