Senior Market Team

Berwick: Perfecting Your Client Needs Assessment
2026-07-23 15:00 - 16:00 (America/Kentucky/Louisville) | Virtual
Register here!
Take better care of your clients by unlocking the power of a Client Needs Assessment.
Join us for an exclusive webinar that will empower you to enhance your insurance career and prioritize your clients like never before. Discover the secret to success by incorporating a Client Needs Assessment (CNA) into your toolkit, ultimately boosting your ancillary sales.
During this session, we will delve into:
– Unlocking the Power of a Successful CNA
– Essential Information to Seek
– Proven Sample Questions
– Uncovering Client Needs Effectively
– The Key Ingredients for Success
Secure your spot and save the date for this invaluable information showcase.
Register now to transform your insurance practice!

Canva Pro Training
2026-07-23 10:00 - 12:00 | Senior Market Team Office, 1881 Dixie Hwy, Fort Wright, KY, 41011, United States
Must have Canva Pro Subscription to join!

DevotedHealth Rollout: NKY Virtual
2026-07-23 10:00 - 11:00 | Virtual
Register here!

Berwick: Humana Achieve Med Supp Showcase
2026-07-22 15:00 - 16:00 | Virtual
Register here!
Is Humana Achieve Medicare Supplement Still Relevant?
Join us for a comprehensive webinar to explore the significant improvements implemented in Humana Achieve Medicare Supplement, affirming its position as a leading product in the market.
This event is crucial for those looking to enrich their Med Supp portfolio with a product that’s continuously evolving to better serve its clients.
The improvements include:
Enhanced Household Discount
Industry Leading Incentive program
Client Value-Adds
Don’t miss out on this opportunity to stay ahead in the Medicare supplement industry.
Join us to stay updated in the Medicare supplement industry and see how Humana Achieve should be a vital part of your portfolio.

Berwick: Master Med Supp Underwriting: A Ride-Along Experience
2026-07-21 13:00 - 14:00 | Virtual
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Once upon a time the “Ride Along” was a common & effective way for new agents to learn the ropes. And in the world of Medicare Supplements this approach was a fantastic way for agents to become familiar with Field-Underwriting, and Medicare Supplement underwriting in general.
This new webinar adopts the style of a graphic novel, or comic book, and follows a young rookie agent on his first a ride-along to the home of a new, prospective Med Supp client.
On the other side of this session you should feel comfortable field-underwriting a Medicare Supplement not matter who the client is, or the details of their story.
Join us for a new approach, as we revive the tried-and-true “Ride Along” experience, and master the most sought-after enrollment category in the world of Med Supss.
Med Supp underwriting shouldn’t be intimidating, and we’re here to make sure you know the ropes!

DevotedHealth Rollout: Cincinnati
2026-07-21 12:00 - 14:00
Register here!
Padrino, 14 N Grand Ave, Fort Thomas, KY 41075

Technology Training
2026-07-20 13:00 - 15:00 | Senior Market Team Office, 1881 Dixie Hwy, Fort Wright, KY, 41011, United States

Weekly Watercooler Chat
2026-07-20 09:00 - 10:00, 2026-07-13 09:00 - 10:00, 2026-07-06 09:00 - 10:00, 2026-06-29 09:00 - 10:00, 2026-06-22 09:00 - 10:00 | Virtual
CLICK HERE TO JOIN!

Berwick: AFLAC Med Supp Showcase
2026-07-16 15:35 - 17:00 | Virtual
Register here!
Attending the Aflac Medicare Supplement webinar is a must for agents looking to elevate their portfolio and strengthen client relationships. Here’s why it’s a must add brand:
· Embrace a Trusted Brand: Explore how Aflac’s stellar reputation can boost client trust effortlessly.
· Competitive Rates: Delve into Aflac’s compelling pricing compared to industry leaders.
· Maximize Earnings: Dive deep into lucrative incentives that can supercharge your earnings with Aflac.
Tired of the struggle to sell unfamiliar Medicare Supplements? Aflac’s brand, known to 87% of seniors, simplifies client conversations.
Register today! This webinar will leave you inspired to enrich your portfolio with Aflac, a groundbreaking force in the world of Medicare Supplements. Get ready to present this game-changing opportunity to your clients and watch your success soar.

Berwick: Master the Mechanics of High-Deductible G (HD Plan G)
2026-07-16 11:00 - 12:00 | Virtual
Register here!
Discover why High-Deductible Medicare Supplement Plan G (HD Plan G) is an often-overlooked, high-value option—offering near-identical coverage to standard Plan G at significantly lower premiums, ideal for healthy clients or areas with limited Medicare Advantage plans.
Key Highlights
Mechanics of High-Deductible Plan G – How it mirrors standard Plan G benefits but activates only after meeting the annual high deductible, delivering substantial premium savings with strong catastrophic protection.
Positioning Ancillary Products – Proven strategies to layer dental, vision, hearing, hospital indemnity, and other ancillary plans to close remaining gaps and boost client satisfaction.
10-Year Real-World Examples – Hypothetical client scenarios showing low-, moderate-, and high-utilization outcomes—highlighting premium savings, break-even points, and long-term cost predictability.
Why This Matters – High-Deductible Plan G shines where MAPD options are slim or unavailable, providing nationwide flexibility with Original Medicare at a fraction of standard Plan G costs. Join us to master this powerful tool and better serve your clients.

DevotedHealth Rollout: Dayton
2026-07-15 12:00 - 14:00
Register here!
Meadowlark, 5531 Far Hills Ave, Dayton, OH 45429

Senior Market Team Agent Summit
2026-07-14 10:00 - 14:00 | Chas Seligman Distributing Co, 10885 Clydesdale Ct, Walton, Kentucky, 41094
Join us for the Senior Market Team Agent Summit, a full day designed to give you a complete refresher on everything Senior Market Team has to offer. From plans and products to technology, training opportunities, and support resources, we’ll walk through the tools and strategies available to help you grow your business.

Throughout the day, you’ll gain a better understanding of the systems that can make your business more efficient, explore educational and networking opportunities, and discover the full support ecosystem available to you through SMT and our trusted partners. You’ll leave with a clear game plan, confidence in the resources available to you, and actionable next steps you can put into practice right away.

Whether you’re new to Senior Market Team or simply want to maximize the resources available to you, this summit is designed to help you work smarter, grow intentionally, and set yourself up for success.
If you have any dietary restrictions, please email bcarter@seniormarketteam.com
Hotel Booking Link

Tax Strategies for Small Business Owners
2026-07-08 10:00 - 12:00 | Senior Market Team Office, 1881 Dixie Hwy, Fort Wright, KY, 41011, United States

Louisville/Lexington Why Sell Essence Lunch
2026-06-25 12:30 - 14:00, 2026-06-18 12:30 - 14:00 | Captain’s Quarters Riverside Grill, 5700 Captains Quarters Rd, Prospect, KY, 40059, United States
For additional details on this event, please connect with Joe Cavallo at jcavallo@lumeris.com.

Breakfast with Bob Cummins
2026-06-25 08:30 - 10:30 | Senior Market Team Office, 1881 Dixie Hwy, Fort Wright, KY, 41011, United States

Devoted: Giveback and Grow
2026-06-24 09:30 - 10:30 | Virtual
Meeting Link

DevotedHealth Rollout: Northwest Ohio
2026-06-23 13:00 - 14:00 | Virtual
Register here

NABIP Kentucky Medicare Summit
2026-06-23 08:30 - 16:30 | Kentucky Historical Society, 100 W Broadway St, Frankfort, KY, 40601, United States
Register now!

Carrier Certifications Released
2026-06-23

AHIP OPENS!
2026-06-22

UHC Tools & Technology Training
2026-06-18 13:00 - 14:00 | Virtual
https://teams.microsoft.com/meet/272975456402597?p=8NnHOyXEHxY6aJUbGj
Meeting ID: 272 975 456 402 597
Passcode: [REDACTED]

NOMO Smart Care Training
2026-06-18 10:00 - 12:00 | Virtual

The Medicare Supplement Landscape: Trends, Changes & What's Ahead for Agents
2026-06-17 11:00 - 12:00 | Virtual
Register here!
The Medicare Supplement market is evolving – and staying ahead means understanding the forces reshaping it. In this session, you’ll get a comprehensive look at where the Med Supp landscape stands today and where it’s headed, including current trends and market data shaping agent opportunity, regulatory and legislative shifts agents need to watch, how carriers and plan offerings are changing in an increasingly competitive market, and practical strategies to position yourself for long-term success.
Anna Patrick, Vice President of Sales Enablement & Technology Adoption, will be joined by Hunter White, Sales President, to deliver a clear-eyed look at the Medicare Supplement market and what it means for your business. Whether you’re a seasoned Med Supp agent or looking to expand into this space, this session will give you the insights and strategies to stay ahead of the curve.

HealthSpring: Dive into Our Supplemental Benefits Product Portfolio
2026-06-16 16:00 - 17:00 | Virtual
Register now!
Our HSB portfolio offers Medicare Supplement insurance and Supplemental Health and Life insurance products that can help protect members against out-of-pocket expenses when diagnosed with cancer, in critical events such as heart attacks, or when hospitalized due to an unforeseen accident. Join us to discover how to take your sales strategy to the next level.

Medical Mutual of Ohio: Ethical Digital Communications in the Medicare Industry
2026-06-16 13:00 - 16:00 | Green Branch Library, 4046 Massillon Rd, Uniontown, 44685, United States
Register here!
3 credit course
Please note: this course was presented in June of 2025. If you previously attended and are in the same compliance period, you will not receive an additional three credits for this course. If you’re in a new compliance period, this will satisfy your Ethics requirement.
