Product Trainings

Product Training

Medicare Savings Accounts

If you are looking for a new product to talk about with your clients the MSA plans being introduced in 2019 could be the answer.

Hospital Indemnity Plans

While Medicare Advantage Plans may save clients on monthly premiums, it exposes them to risk of out-of-pocket costs. Many clients can’t afford these out-of-pocket costs. Hospital Indemnity plans help cover the major areas of financial risk for your clients.

Life Insurance

 Life Insurance and Final Expense are products that allow your clients to provide financial protection for themselves and their loved ones.

Cancer Plans

Cancer is the second leading cause of death in the USA and accounts for one out of every four deaths. According to the American Cancer Society, 78% of all cancer diagnosed in 2015 was in people over 55 years of age.

Cost Plans

Medicare Cost plans are essentially an HMO with the option to see any doctor using traditional fee-for-service Medicare out of the network.

Home Health Care

Many clients are concerned about out of pocket costs that Medicare does not cover. Specifically, care in their own home


Medicare plans and major medical plans often have certain gaps that can leave retirees and their families responsible for out of pocket costs.

Dual Special Needs Plans

Dual Eligible Special Needs Plans (D-SNPs) enroll beneficiaries who are entitled to both Medicare (Title XVIII) and Medical Assistance from a State Plan under Title XIX (Medicaid), and offer the opportunity of enhanced benefits by combining those available through Medicare and Medicaid