BHFG Webinars

Course curriculum

1. Medicare Renewals - You can't retire on them
2. Medicare Center Training
3. Group vs Medicare Supplement
4. Pharmacy Program - Introduction
5. Pharmacy Program - presentation
6. Pharmacy Program - pharmacy materials
7. Call Recording Training - 9.12.22
8. Medicare Center Process - 9.19.22
9. New Medicare Review - 5.1.2023
10. Medicare Sales Checklist & Policy Holder Script - 6.19.2023
11. Cigna Process & Group Updates Relating to Medicare 7.24.23
12. 2024 PDP Updates
13. Medicare Seminar 2024 - April 22, 2024
14. Everything you need to know about AEP 2024 - August 26, 2024
15. 2024 AEP Prep - be efficient: September 16, 2024
16. 2025 AEP Prep - one last push: October 7, 2024
17. EnlivenHealth - Feb 24, 2025
18. How to Sell Dental Plans -3.24.25
19. How to Sell HIPs - 4.7.25
20. Physicians Mutual - 6.16.25
21. AEP Efficiency - Using Medicare Center - 7/14/2025
22. Medicare Tips from Don & Enliven Health Talking Points - 8.11.25
23. 2025 Simple Medicare Seminar
24. AEP Postcard - 8.25.25
25. AEP: things to know and remember - 9.29.25
1. American Equity
2. How Indexing Works
3. Secure Guaranteed Retirement Accounts
4. Annuity Client Presentation
5. Annuities - how to bring up the topic 7.24.23
6. Annuity Shift - changing the way we recommend FIAs: 8.12.24
7. Why Annuities are Ideal for Volatile Markets - 4.21.25
1. Easiest Retirement Conversation
2. Kai-Zen Training - the basics to having a conversation
1. Extended Health Care Options
2. Life Insurance & Annuity Options
3. NGL Product Training
4. Extended Healthcare Client Presentation & Seminar
5. Brining Up Extended Healthcare - March 25, 2024
6. NGL - Long Term Care Product Training - May 6, 2024
1. How to Zoom
2. Quarantined Emails
3. Using Cigna's Website
4. New CRM - Medicare PRO CRM intro - 7.10.23
1. Let's Talk About Assets
1. eState Plan / Trust Training
2. Trust Basics - August 7, 2023 Training
3. New Trust Guide - 2024
1. Door Knocking
2. T65 Script - Updated 2023
3. 2023 AEP Postcard 7.24.23
4. Getting Seminars
5. Marketing Options - Feb 26, 2024 training
6. Working with People - March 11, 2024 training
1. Running a North American Illustration for MAX Income
2. IUL / Tax-Free Retirement Account Presenation/Seminar
1. HIP Prospects in Redtail & Taking a GTL HIP App
2. HIP Prospects
1. Policy Holder Phone Script
2. One Word to Stop Using - June 17, 2024
3. The Importance of Insurance & Investments - June 17, 2024
4. Asking for Introductions, Not Referrals - 3.10.25
1. Life Insurance Overview - June 5, 2023 training
2. Final Expense Training & Review, May 20, 2024New Lesson
3. Life Insurance - Fully Underwritten Products - June 3, 2024
4. Transamerica Final Expense - 9.8.25
1. Sending SOA - August 7, 2023 Training
2. Contact Basics
3. Adding Policies
4. Admin Things to Do
5. Building Commissions
6. Running Reports
7. Sending Emails - August 28, 2023 Training
8. Sept 18., 2023 - Sending Emails, Comparing Plans, and other items
1. Philadelphia American: Indemnity Product - August 21, 2023 training
1. Feb 12, 2024 - Client Survey, Goals & Trust Intake
2. Marketing Options - Feb 26, 2024 training
3. Working with People - March 11, 2024 training
4. Brining Up Extended Healthcare - March 25, 2024
5. Trust Guide - April 8, 2024
6. Medicare Seminar 2024 - April 22, 2024
7. New LessNGL - Long Term Care Product Training - May 6, 2024on
8. Final Expense Training & Review, May 20, 2024
9. Life Insurance - Fully Underwritten Products - June 3, 2024
10. One Word to Stop Using - June 17, 2024
11. The Importance of Insurance & Investments - June 17, 2024
12. Annuity Shift - changing the way we recommend FIAs: 8.12.24
13. Everything you need to know about AEP 2024 - August 26, 2024
14. 2024 AEP Prep - be efficient: September 16, 2024
15. 2025 AEP Prep - one last push: October 7, 2024
1. Goals 2025
2. EnlivenHealth
3. How to Sell Dental Plans -3.24.25
4. How to Sell HIPs - 4.7.25
5. Why Annuities are Ideal for Volatile Markets - 4.21.25
6. Asking for Introductions, Not Referrals - 3.10.25
7. Physician Mutual 6.16.25
8. AEP Efficiency - Using Medicare Center - 7/14/2025
9. Medicare Tips from Don & Enliven Health Talking Points - 8.11.25
10. 2025 Simple Medicare Seminar
11. AEP Postcard - 8.25.25
12. Transamerica Final Expense - 9.8.25
13. AEP: things to know and remember - 9.29.25

About this course

Free
103 lessons
60.5 hours of video content