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LeClair&BoostWeekly
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The Agent Portal Has What You Need

We know many of you are familiar with our Agent Portal, but we’ve been adding content, and this is a good time to provide a refresher on the capabilities of this fantastic resource.

 

The information in the Agent Portal is a great way to get the materials to help your communities and grow your business and is categorized in these five headings:

 

Read more...

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Ethics – Minnesota

Thursday, May 23, 2024 – 9:00 AM CST – Delta Hotels by Marriott Minneapolis Northeast

 

Get ready to dive deep into the fascinating world of ethics. Whether you're a seasoned professional or just curious about the subject, this event is for you. Discover the latest trends, engage in thought-provoking discussions, and learn from renowned experts in the field. Don't miss out on this unique opportunity to expand your knowledge and connect with like-minded individuals.

 

Mark your calendars to join us on Thursday, May 23, 2024 and be prepared to have your ethical compass challenged and sharpened!

Register

Medicare Fresh – West and East

Tuesday, June 4, 2024 – 9:00 AM CST – Courtyard by Marriott Minneapolis West
Wednesday, June 5, 2024 – 9:00 AM CST – Delta Hotels by Marriott Minneapolis Northeast

 

If you haven’t delved into the Medicare market, or just simply want to get a refresher on this incredible growth opportunity, we’re once again offering our Medicare Fresh workshops.


Based on US Census Bureau statistics, more than 25 million baby boomers are reaching Medicare-eligible age in the next few years. Now is the time to learn more about this market and how to present Medicare options to your clients and potential clients.

 

We're offering two separate sessions, with one in the west metro (St. Louis Park) and the other on the east side of town in Woodbury.

 

• The different parts, coverages and services of Medicare
• The impact of Social Security on Medicare
• Certification requirements to sell Medicare
• Strategies, tools and resources to boost Medicare sales
• How to market and lead Medicare seminars

 

Register below for the session most convenient for you!

Medicare Fresh West
Medicare Fresh East

Healthapalooza

Monday, July 22, 2024 and Tuesday, July 23, 2024 – Mystic Lake Event Center

 

As we continue on towards Healthapalooza (HAP), plans are quickly falling into place. We've announced our keynote speaker, our CEO Panel, the Golf Event, and many other parts of HAP, where we're going to AMP UP TO 11!

 

We now excited to announce our HAP CE offerings. You'll be able to attend the following one hour CE-eligible sessions:

  • Veteran Benefits and Medicare, presented by Allina Health | Aetna
  • Level Funding Tips from UnitedHealthcare
  • Life Insurance Policy Review by Pacific Life
  • First Dollar Insurance demonstrated by Allstate

To get access to these fantastic training opportunites and all the other activities that make Healthapalooza the event of the year, select the HAP Register button below.

HAP Register

For more information on all upcoming LeClair events, click HERE.

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Life Insurance News from Our Life Insurance Partner, DBS

Nate Mortenson

Nate Mortenson, CLU,
Diversified Brokerage Services

Help Clients Minimize Their Taxes and Maximize Their Assets

 

DBS offers a variety of solutions from nearly 30 carrier partners to meet your varied clients' needs. This week, we are featuring Securian, one of our carriers that provides cash value life insurance to help your clients minimize their taxes and maximize their assets.

 

Securian’s VUL Defender provides lifetime guaranteed death benefits with the option to add a no lapse guarantee and chronic illness protection - along with contactless underwriting.

 

Likewise, Securian offers great resources that offer strategies to help lift the tax burden, including  irrevocable life insurance trusts (ILITs).

Learn More About Securian

Nate Mortenson, CLU

Regional Sales Director, North Region 

NateM@DBS-Lifemark.com

844.446.3782

Kai Lawson

Sales Relationship Manager - Individual Benefits Team

kai.lawson@LeClairGroup.com

651.313.7029

Carrier Updates

Carrier Training

LeClair has partnered with many of carrier partners to promote training sessions about products, features and services. To see a full list of these offerings, please select the Carrier Training button below. Currently, we have webinars or workshops available from the following carriers:

  • Blue Cross Blue Shield of MN – Thursday, May 23, 2024 – 2:00 PM CST
  • Medica Monthly Open Forum – Thursday, May 30, 2024 – 9:00 AM CST
  • UnitedHealthcare – Thursday, May 30, 2024 – 1:00 PM CST
  • Allina Health | Aetna – Wednesday, June 19, 2024 – 9:00 AM CST
Carrier Training

All Carrier updates
Read all the latest Carrier Updates. My Advantage portal is updated daily with all the latest carrier and industry news. You can easily shuffle content by carrier, date, or topic. CLICK HERE

 

View our full product portfolio at LeClairGroup.com

 

*NOTE: In order to access the Carrier Updates, you must first sign up for a free account to access the My Advantage advisor portal here. Please be advised that it may take up to 24 hours for your account to be approved, as all account requests are subject to verification of agent or industry credential.

Our Mission: To ensure that every person in every community across America has a well-trained, well supported health and life insurance agent to guide their needs.

 

Our Vision: To be your partner of choice in serving your communities need for health and life insurance.

 

Who Works with LeClair: We are national FMO designed and built to serve local agents supporting local communities across all 50 states

 

We get you. We got you. You got this.

We love hearing from you.

If you have questions about the information in this communication,
please let us know.
 

LeClair Advisor Support

Sales@LeClairGroup.com
651.739.2010

LeClair, 6701 Upper Afton Road Suite 200, Saint Paul, MN 55125, 651.739.2010

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