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Grassroots Marketing 101
Grassroots Marketing 101
Grassroots Marketing 101 Date: Monday, Apr 1 Time: 9 am - 12 pm Location: PTT Office Food: Breakfast Details: Retail Providers Who do you know? Find a niche Take action REGISTER HERE >
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Calendar of Events
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UHC All Agent Training
UHC All Agent Training
This training will cover: Election Periods LIS/Extra Help Chronic Complete Care Event Submissions/Member and Provider Escalation Processes Q&A Training Details: Date: April 3, 2024 Time: 9:00 a.m. - 12:00 p.m. Location: PTT Financial Office Food: Breakfast REGISTER HERE >
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UHC New Agent Training
UHC New Agent Training
This Training Will Cover: Why UHC Jarvis Toolkit Online App submission Top 4 UHC Plans (AARP HMO, AARP PPO, DSNP HMO & Chronic Complete HMO) Training Details: Date: April 3, 2024 Time: 2:30 p.m. - 4:00 p.m. Location: PTT Financial Office Food: Light snacks REGISTER HERE >
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UHC All Agent Training
UHC All Agent Training
This Training Will Cover: Election Periods LIS/Extra Help Chronic Complete Care Event Submissions/Member and Provider Escalation Processes Q&A Training Details: Date: April 4, 2024 Time: 1:30 p.m. - 4:00 p.m. Location: McAllen Chamber of Commerce Food: Light snacks REGISTER HERE >
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Life/Health Insurance License Prep Class with John Patton
You are invited to attend our upcoming Life/Health Insurance License Prep Class Saturday, December 16 and Sunday, December 17 presented by the Texas Insurance Training Academy. This course covers each section of the Texas General Lines Life & Health exam. We will cover underwriting, completing the application, types of life and health policies along with […]
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Medicare 101: Commissions Workshop
Medicare 101: Commissions Workshop
Medicare 101: Commissions Workshop Date: Monday, Apr 15 Time: 9 am - 12 pm Location: PTT Office Food: Breakfast Details: How much should I expect from a sale? When do they pay? Chargebacks? How do I check my commissions monthly? REGISTER HERE >
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Professional Headshots
Professional Headshots
Agents - This is your chance to get a high-quality, professional headshot at PTT! Wear your best business attire and practice your smile. Perfect for your business cards, social media profiles, and much more! Details: Date: April 19, 2024 Time: 9:00 a.m. - 2:00 p.m. Location: PTT Financial - 410 E. Harrison Ave., Harlingen You […]
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Simply Enroll Training
Simply Enroll Training
Join us for training(s) on April 19 with Ivonne Acuna from The Brokerage to learn how to use Simply Enroll. There will be an English training in the a.m. and a Spanish training in the p.m. Note: You need to have access to Simply Enroll for this training. If you don't please contact Kristen ASAP! […]
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Medicare 101: Medicare Savings Program / LIS
Medicare 101: Medicare Savings Program / LIS
Medicare 101: Medicare Savings Program / LIS Date: Monday, Apr 22 Time: 9 am - 12 pm Location: PTT Office Food: Breakfast Details: Medicare savings program LIS REGISTER HERE >
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State of the Medicare Industry Webinar
State of the Medicare Industry Webinar
The Medicare industry may be going through some changes due to the recent CMS Final Rule. These changes could affect the way we do business and the way FMOs and agents are paid. We recently attended the Medicarian conference, which provided many insights. During this webinar, we will share details about what have learned so […]
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Debt Elimination Training (GAF)
Debt Elimination Training (GAF)
Join us for a training with Colby Cox from Global America Financial Brokerage to learn how you can help your clients eliminate debt. This training will cover: Understanding the economic debt situation the economy is in today. Learning how to get debt free in the quickest time possible. How to run the GDEP program. And […]