Events & Webinars
Discover the latest events, workshops, and webinars designed to enhance your knowledge, network with industry professionals, and stay updated on the newest trends and opportunities in Medicare and Ancillary Insurance. Stay tuned for detailed schedules, registration information, and event highlights.
3-Day Professional Development Symposium
We're excited to announce plans for a 3-day Professional Development Symposium this March at our NEW Advocate Financial location! This workshop is designed to boost your expertise, provide Continuing Education (C.E.) credits, and connect you with industry leaders.
Here's a quick look at the agenda:
Day 1, March 12th:
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C.E Credit Day with Joy Collins from Woman's Life (4-hour Suitability with best interest)
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Opening Night Dinner at the NEW Advocate Location (Mandatory for all guests)
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Day 2, March 13th:
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Training sessions featuring special guests from Annuity carrier representatives going over Personal Financial Security Proposals and presentations.
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Training sessions featuring Advocate Financials' President John Becker and WEALTH Director Glen Witchey.
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Live RSSA Workshop (General Public will be invited) and dinner at the Parkview Mirro Conference Center (10622 Parkview Plaza Dr, Fort Wayne, IN 46845).
Day 3, March 14th:
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Focused presentations from the Carrier Representatives and receive a starter kit designed to help you earn $10,000-$20,000 a month in commissions.
Event Details Dates: March 12-14 Location: NEW Advocate Financial Location (110 E Wayne St, Fort Wayne, IN 46802) Cost: Workshop is at no cost, but you are responsible for your own travel and lodging.
Please RSVP by February 21st to secure your spot.
Weekly Friday Coaching's With Glen Witchey
We’re excited to announce that our Weekly Friday Coaching series with Glen Witchey, Advocate Financial’s Ancillary Sales Manager, is back! After a brief hiatus for our AEP roadshows, we’re resuming these popular sessions to bring you the latest strategies, tools, and product insights to help you succeed.
Join us every Friday at 10:00 AM EST for an interactive coaching session covering topics designed to boost your book of business and refine your sales skills. Each week, Glen will dive into actionable strategies, from product overviews to effective sales techniques.
Missed a session? You can always catch up on the Training on Demand page under our Agent Portal.
Don’t miss this weekly opportunity to recharge your skills and connect with other agents. Mark your calendar—we can’t wait to see you there!
Event Details:
Date: Every Friday
Time: 10:00 AM EST
Location: Microsoft Teams