Our mission is “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.”
With AEP approaching, it’s important for you to complete certifications with the various carriers with whom you want to work with. Now is the time to get this important training completed. Once we get further into fall and closer to the Annual Enrollment Period, you’ll want to dedicate your time to client meetings, ANOCs, and other ways to assist your clients and grow your business.
Setting the Foundation of Your Client's Financial Security
From peace of mind to leaving a legacy, life insurance is there to help ensure the loved ones of your client are taken care of if something happens to that client.
Your current health insurance clients provide the perfect opportunity to start a conversation about the benefits of life insurance.
To help start this discussion, DBS has a lot of resources that talk about the benefits of life insurance, including The Seven Wonders of Life Insurance. This informative brochure provides talking points to let your clients know how life insurance can provide a strong base for creating an enduring financial tool.
If you have questions about life insurance, DBS product offerings, or the DBS process, contact DBS to learn more.
Medicare Connector is an online, single sign-in quote and enroll tool for Medicare Advantage, Prescription Drug, and Medicare Supplement plans, to help you better serve your clients while staying compliant. Use it to quote MAPD, Med Supp, PDP and Ancillary Products.
With AEP just around the corner, now is the time to learn more about the capabilities of Medicare Connector and how it can make working with clients easier. We're offering two live Medicare Connector webinars in August. These are perfect opportunities to learn best practices to use with this system, get training on new tools and hear about resources to get you ready for the upcoming enrollment season.
Wednesday, September 4, 2024 – Midland Hills Country Club
Sometimes plans change. When they do, your customers will receive an Annual Notice of Change from carriers. It's important for you to understand how to address any client questions. In this workshop, you'll learn how to discuss these documents with your customers and how you can use them in your Medicare discussions.
Wednesday, September 18, 2024 – 9:00 AM - 12:30 PM
We know the importance of training and keeping your skills up to date. We’re once again offering three one-hour CE webinars to agents in Minnesota, Wisconsin, Iowa, Illinois, North Dakota, Nebraska, and South Dakota.
9:00 AM - Sarah Korsch, First Dollar is the First Decision
10:15 AM - Andrew McCourt, Self Funding for Small Employers
11:30 AM - Jared Taggart, Annuities: How they work and the benefits they provide
Join us beginning at 9:00 a.m. for this great opportunity to get the knowledge you need to help your clients and build your business. You must register for each of the sessions to get the login credentials and to receive CE Credits.
For more info on all upcoming LeClair events, visit the AGENT PORTAL, Education ⇒ Events
Carrier Updates
Carrier Training
LeClair has partnered with many of carrier partners to promote training sessions about products, features and services.
Topics to be covered by carriers includes Medicare, the CMS Final Rule and 2025 carrier products.
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:
BCBS of Minnesota – August 15, 2024 – 9:00 AM
Ameritas – Monday, August 26, 2024 – 2:00 PM
UCare – Wednesday, August 28, 2024 – 9:00 AM
AnnuityVip – Wednesday, August 28, 2024 – 11:00 AM
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
*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.
