Webinar Library
Insurance Trusted Advisor
Solutions to support your business growth and enhance client retention through agent training and development.
CLICK EACH TILE TO ACCESS RECORDINGS AND MATERIALS
Medicare Supplement, Indemnity, and Ancillary Product Series
Hi, I’m Brad Petrella, Sales Director for Medicare Supplement, Ancillary, and Proprietary Products with Cornerstone Senior Marketing. I’m excited to share this webinar series featuring representatives from our carrier partners, who will highlight their products. We’ll talk about Medicare Supplements along with Hospital Indemnity, Cancer plans, Critical Illness coverages, Dental, Vision and more!
These short sessions are designed to help you better serve your Medicare clients, strengthen your portfolio, and ensure your clients have the protection they deserve. I know you’ll find these discussions insightful and full of practical opportunities to grow your business. If you have any questions, please don’t hesitate to reach out to me. I’m here to help. brad.petrella@cornerstoneseniormarketing.com | 614-763-2257
IntegrityCONNECT updates and training with Matt Fry
(Note: training presentation begins at the 4:00 minute mark of the video)
D-SNP 101 for Agents
The Canadian MedStore – How to Help Your Clients Save on Prescription Costs
RetireFlo MedicareCENTER Integration Training with Matt Fry
RetireFlo MedicareCENTER Integration Training with Dalton Miller
The Birthday Rule Webinar
Incredible Portfolio – Solid Support
Through our partnership with Brokers International, we support agents, brokers, and financial professionals in enhancing their businesses and serving customers better. We offer innovative marketing solutions, exclusive tools, and operational support. The Life and Annuity business can boost your Medicare business. Secure your partnership with Cornerstone Senior Marketing to capitalize on the upcoming wealth transfer opportunity in the next decade.
Michaels Sams is a 3rd generation senior market insurance broker. Since adopting the use of a Client Needs Assessment to better serve the individual needs of his clients, Sam has not only formed closer relationships with his customers, but saw personal sales increase exponentially. Today, they are over $1 million.
“It sounds silly to say this, but when I quit trying to sell insurance and began to meet the need of my client instead, my sales took off.” Michael Sams
How to Achieve Ancillary Sales Success – Video Presentation
Ancillary Client Needs Assessment – CNA download
RSSA Social Security Program
Gaylan Hendricks is a trailblazing entrepreneur and CEO, known for her exceptional leadership and charisma. As the founder and CEO of Senior Security Benefits, she has forged a remarkable path in the health insurance industry. Since its inception in 2000, Gaylan has guided her company to unparalleled success, achieving sales of over $120 million in 2020.
With a genuine passion for helping others, Gaylan has dedicated her career to ensuring that individuals and their families receive the protection they need. Her innovative educational trainings, such as the 30-60-90 Sales Approach, Spouse in the House, and cross-Selling techniques, equip agents with the knowledge and techniques to provide comprehensive Plans of Protection to their clients. Through these trainings, Gaylan empowers agents to go above and beyond, safeguarding clients and their loved ones.
30-60-90 Sales Approach – Presentation Download
30-60-90 Sales Approach – Video Presentation
Spouse in the House – Video Presentation
Non-ACA Acknowledgement/Declination of Cancer Coverage
Thank you Letter for Ancillary
Help Your Client Navigate the SSA Website and File for Medicare A & B
