BrokerConnect – Golden Outlook MKS

This event is for all Golden Outlook contracted agents. During this training, they will be going over the CRM, Broker Connect. This is part of their Medicare Knowledge Series (MKS).

Friday Webinar Series | LeadConnect Training

Jayson Fields will be hosting a training on Golden Outlook’s system, LeadConnect. LeadConnect is a system where you can purchase and be assigned leads. Jayson will be discussing the different types of leads and how to manage the system. Below is the Webinar Information: When: Aug 23, 2024 10:00 AM Pacific Time (US and Canada) […]

Friday Webinar Series | Technology Training

Nicholas Leary from We Know Medicare will be hosting a training on how to use Connecture and BrokerConnnect. Both tools are no-cost resources available to you through Golden Outlook’s resource center, https://rc.excelsiorinsurance.com . Nick will be doing a walk through of an enrollment and the system as a whole. These no-cost tools give agents a […]

RetireFlo Training Demo by Dalton Miller the CEO

Zoom Link

RetireFlo’s CEO, Dalton Miller, will be doing a presentation on the platform to show its seamless process of collecting your client’s information. This platform collects a Permission to Contact form and a Scope of Appointment in just a few clicks. Save this link to join: https://us02web.zoom.us/j/84627219287 Or One tap mobile : +12532158782,,84627219287# US (Tacoma) +12532050468,,84627219287# […]

Part D Training by Christopher Sipiorski from UHC

During this webinar, Christopher Sipiorki from UHC will be doing a deep dive into Part D. Come with your questions! This will be a Microsoft Teams Meeting. Save this link to join: Join the meeting now Meeting ID: 279 363 748 778 Passcode: kXG7Xo

D-SNP Training by Mireya Borunda from Molina

During this training, Mireya Borunda will be discussing Dual Special Needs Plans in Washington State from Molina. She will also be talking about completing those types of sales.   Save this link to join: https://us02web.zoom.us/j/89124201302 Or One tap mobile : +12532050468,,89124201302# US +12532158782,,89124201302# US (Tacoma) Or Telephone: Dial(for higher quality, dial a number based on […]

Step by Step Enrollment Training using Golden Outlook’s No-Cost Tools

During this webinar, Jack Korolsky and Nick Leary will be diving into a complete enrollment using Golden Outlook's suite of no-cost tools. These tools included BrokerConnect, Excelsior, and Connecture. During the webinar, we will also be showing how to use RetireFlo in conjunction with Connecture. Save or click this link to join: https://us02web.zoom.us/j/89789693588 Or One […]

LeadConnect Training by Jayson Fields

During this webinar, Jayson Fields will be training on Golden Outlook's platform, LeadConnect. On this system, you can purchase or be assigned leads. This tool is interconnected with BrokerConnect. Save or click this link to join: https://us02web.zoom.us/j/89000286406 Or One tap mobile : +12532050468,,89000286406# US +12532158782,,89000286406# US (Tacoma) Or Telephone: Dial(for higher quality, dial a number based […]

Step by Step Enrollment Training using Golden Outlook’s No-Cost Tools

During this webinar, Jack Korolsky and Nick Leary will be diving into a complete enrollment using Golden Outlook's suite of no-cost tools. These tools included BrokerConnect, Excelsior, and Connecture. During the webinar, we will also be showing how to use RetireFlo in conjunction with Connecture. Save this link to join: https://us02web.zoom.us/j/89173709054 Or One tap mobile : […]

AEP Kickoff Webinar

Join us for this webinar as we kick off this year's AEP! We will be discussing updates and sharing information for this medicare season. Save or click this link to join: https://us02web.zoom.us/j/85609190883 Or One tap mobile : +12532158782,,85609190883# US (Tacoma) +12532050468,,85609190883# US Or Telephone: Dial(for higher quality, dial a number based on your current location): +1 […]