Broker Check

Events

Upcoming Events

June 28, 2023

10:00a - 11:45a

Pinion Financial Services, LLC

In House Training: CareFirst Medicare Advantage and the New Laws that you will need know to be "Ready to Sell",

IN House training about Medicare Advantage. Learn the new laws and what Istore changes that will take place to accommodate the new laws being enacted. Share over lunch your successes and problems while working in this market. This is an opportunity to learn from your colleagues and Deanna Durazzo SR. Broker Rep Government Programs about what is new in this market and tips regarding AHIP certification.

Past Events

May 3, 2023

10:00a - 12:00p

Pinion Financial Services, LLC

Inhouse training: Limited Open Enrollment What is New, and the Documentation is needed!

What do you do when Open Enrollment is over? You still can sell health plans to those that qualify for a Limited Enrollment Period. Learn what life changing events that allow you to sign someone up outside of Open Enrollment. We will also discuss what documentation is needed for split policies! Join us for an enlightening training and lunch.

April 12, 2023

10:00a - 11:00a

Virtual Pinion Financial Training ZOOM MEETING

Maryland House Bills 536 and 247

Pinion Financial and CareFirst Blue Cross is inviting you to attend our webinar on April 12, 2023.  The two new Maryland House Bills 247 and 536. This presentation will be a deep dive into the two bills and how it effects your clients regarding new sales.

February 1, 2023

10:00a - 11:00a

Virtual Pinion Financial Training ZOOM MEETING

Virtual Zoom Meeting:2023 CAREFIRST MedPlus Training and Change overview

We will be discussing CAREFIRST 2023 MedPlus Supplement Plans and changes that are scheduled for 2023.

November 30, 2022

11:00a - 12:00p

Virtual Pinion Financial Training ZOOM Meeting

CareFirst Medicare Advantage Product Training for 2023 Annual Enrollment Period

CareFirst is hosting a product webinar for our Medicare Advantage programs. After we complete the training, there will be time for questions. They can be related to the training or anything you’d like to ask! Agenda: 1. CareFirst BlueCross BlueShield 2. Medicare Basics 3. Medicare Parts – A, B, C, D and Medigap 4. Medicare Enrollment Periods 5. Medicare Advantage Plans from CareFirst BlueCross BlueShield 6. Benefits Beyond Medicare 7. Questions Join us for Part two of this training event!

November 30, 2022

10:00a - 11:00a

Virtual Pinion Financial Training TEAMS Meeting

Medicareful and Call Vault the tools that makes moving into the Medicare Advantage Market a reality!

Ritter Insurance Marketing will be presenting Medicareful and Call Vault the tools that will help you to be "Open for Business" in this heavily mandated market.

November 15, 2022

10:00a - 11:00a

Virtual Pinion Financial Training Teams Meeting

CareFirst ACA INDIVIDUAL (U65) Product and Changes for 2023

This training is about Open Enrollment product training and questions regarding the ACA Individual CAREFIRST market for 2023. Do you know what Close Knit, Blue Rewards Incentives, Well Being Programs (used to be Share Care) and Virtual Connect mean to your client? This will be answered as well as mandated product changes for 2023.

November 9, 2022

10:00a - 11:00a

Virtual Pinion Financial Training ZOOM MEETING

CAREFIRST 2023 ACA UPDATE Small Group 2-50 Open Enrollment

CAREFIRST 2-50 SMALL GROUP ACA 2023 Product training and changes for the new year. You do not have to presently be placing your small group business through Pinion to attend this training.

September 28, 2022

10:00a - 11:00a

Pinion Virtual Zoom Training

CareFirst 2023 Medicare Advantage Product Training for the Annual Enrollment Period

This training will give you an in-depth look at the CAREFIRST Medicare Advantage Programs. We will be discussing CMS changes for this year as well as products, ancillary benefits, dental programs. CAREFIRST will present the basics of Medicare, Medicare Parts A, B, C and D and Medigap. When is the appropriate time to enroll in Medicare and which program should you offer. It doesn't matter if you are new to this market or seasoned there is something to learn for everyone.

September 16, 2022

10:00a - 2:00p

Pinion Financial Services, LLC

Inhouse Training ALL Markets: CAREFIRST "WOW DAY"

We wanted a training that would help you with the "WOW" factors of CAREFIRST. The unique factors that often get overlooked when we are discussing price and product with the client. We also wanted to give you an opportunity to talk with the CAREFIRST reps, directly, from all 3 markets. We also will be reviewing the website, showing unique tools you can use for each market.

August 10, 2022

10:00a - 11:00a

Virtual Pinion Financial Training

Pinion Virtual training: CareFirst Medicare Advantage 1st Look for 2023

CareFirst will be presenting the First Look into their Medicare Advantage Plans for 2023.

August 1, 2022

1:00p - 2:00p

Pinion Microsoft Teams Meeting

Pinion Virtual Training: Medicare Market: CareFirst Medicare Made Simple

"Medicare Made Simple" is a dive into all parts of Medicare. This training will help you to assist your client as they make one of the most important decisions of their life.

July 27, 2022

10:00a - 5:00p

Pinion Financial Services, LLC

AHIP In-Office Study Group

This is an informal in-office study group to assist you in preparing for the Medicare Advantage Certification with AHIP.

July 20, 2022

10:00a - 10:30a

Virtual Pinion Financial Training ZOOM MEETING

Pinion Virtual training all markets: Stop Missing OPPORTUNITIES, start connecting!

Andrew Saksa, Senior Vice President, Financial Services Division from Reminder Media will be sharing tips on how to connect and stay relevant in this ever-changing insurance sales world. Here's an opportunity to say, "I am open for business and ready to assist you".

July 13, 2022

10:00a - 11:00a

Virtual Pinion Financial Training ZOOM MEETING

Pinion Virtual training Small Group 2-50 Market: Solidify the employee base by adding Specialty Benefits to the group health plan!

The 2-50 employer is constantly training an employee that will leave their company for better benefits.  Why not help your client stabilize their workforce by adding Specialty Benefits. Dental, Vision and Life Insurance Benefits are extremely important to an employee. Helping your client stop the loss of employees for better benefits will make you a hero.  Join CareFirst BlueCross Blue Shield and Pinion as we explore the Specialty market products.

June 22, 2022

2:00p - 3:00p

Virtual Pinion Financial Training ZOOM MEETING

Market: Medicare Advantage: AHIP training and getting "READY to Sell" presented by CAREFIRST BLUECROSS BLUESHIELD

CareFirst BlueCross Blue Shield presents "AHIP training and getting "READY to SELL" in the Medicare Advantage Market.

May 4, 2022

10:00a - 11:00a

Virtual Pinion Financial Training ZOOM MEETING

How to Obtain Health Coverage for Your Client Outside of Open Enrollment

You will learn and understand what constitutes a lifestyle change that allows a Limited Open Enrollment to obtain coverage for someone who is outside the Open Enrollment Period,

April 20, 2022

10:00p - 11:00p

Virtual Pinion Financial Training ZOOM MEETING

Pinion Virtual Training: So you want to Sell CareFirst Small Group

Pinion Financial Virtual Training explores and educates the agent on the CAREFIRST Small Group Market 2-50 employees. Product, network, rate comparison, value added products, reference tools will all be discussed. Join our training and expand the markets you are working in.

April 13, 2022

10:00a - 11:00a

Virtual Pinion Financial Training ZOOM MEETING

Pinion Virtual Training: Exploring Why You Should Be Selling In the Medicare Marketplace

Exploring the Medicare marketplace. Learn what is available for you to assist your client with this milestone in their life and the steps you will need to take to sell there.

April 8, 2022

10:00a - 12:30p

Zoom Meeting Through Ritter Please use registration site below

CareFirst Hosting their Medicare Advantage Supplemental Vendor Training

This is a very informative training from the supplemental vendors with the CareFirst Medicare Advantage plan. This program is being offered by CAREFIRST and Ritter our FMO.

March 2, 2022

10:00a - 11:00a

Virtual Pinion Financial Training ZOOM MEETING

Pinion Agent training Medicare, Medicare Supplement, and CareFirst MedPlus

Learn about Medicare, Medicare Supplement plans and why you should consider presenting CareFirst MedPlus.

January 19, 2022

10:00a - 11:00a

Virtual Pinion Financial Training ZOOM MEETING

Pinion Agent Virtual Training: JOB Aid CareFirst Supplement Paper Application (copy)

Learn how to field underwrite for a better overall application processing experience.

December 30, 2021

1:00p - 2:00p

Virtual Pinion Financial Training ZOOM MEETING

Pinion Agent Virtual Training: JOB Aid CareFirst Supplement Paper Application

Learn how to field underwrite for a better overall application processing experience.

October 26, 2021

10:00p - 11:00p

Virtual Pinion Financial Training

CAREFIRST ACA Individual Under 65 Open Enrollment 2022

CAREFIRST BLUECROSS BLUESHIELD ACA Under 65 Open Enrollment training.

September 23, 2021

10:00a - 11:00a

Virtual Pinion Financial Training ZOOM MEETING

Medicare Advantage Product Training c/o CAREFIRST BLUE CROSS BLUE SHIELD

Virtual Pinion Agent Training: Medicare Advantage Product Training for the Annual Enrollment Period 2022 for CAREFIRST BLUECROSS BLUE SHIELD plans.

September 15, 2021

10:00a - 11:00a

Virtual Pinion Financial Training ZOOM MEETING

Pinion AGENT TRAINING: CareFirst Blue Cross Limited Open Enrollment (LOEP) Review of Rules and Updates for 2021

This Virtual training will cover the documentation that is needed to enroll someone during the Limited Open Enrollment Period (LOEP). Learn about the circumstances that will allow your client to obtain coverage outside Open Enrollment.

August 26, 2021

10:00a - 11:00a

Virtual Pinion Financial Training ZOOM MEETING

CAREFIRST BLUE CROSS BLUE SHIELD 1st Look Medicare Advantage Open Enrollment 2022

Learn what CareFirst Blue Cross Blue Shield's Medicare Advantage plan will look like for 2022. Get Ready for Open Enrollment 2022 be "Ready to Sell".

August 18, 2021

10:00a - 11:00a

Virtual Pinion Financial Training ZOOM MEETING

Pinion Virtual training: Individual CareFirst Dental Programs

Do you have questions on the CAREFIRST BlueCross BlueShield Individual Dental Plans? Learn which plan is a better fit for your client. Join Us August 18th 10am-11am

July 28, 2021

10:00a - 11:00a

Virtual Pinion Financial Agent Training

Virtual CAREFIRST Limited Open Enrollment Agent Training

LOEP training will discuss many situations that will allow your client to obtain insurance, Learn the circumstances and the documentations to help them through their life changing event.

Event Registration


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