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Technology Tuesdays: Using the online Annuities quote engine

During this weekly webinar series, LeClair Group's insurance analyst Margaret Lett, shares tips with insurance advisors on how to navigate LeClair Group's Advisor Advantage website.This week the topic will be the Annuities quote engine that is available to licensed insurance advisors.
Recorded Nov 22 2016 34 mins
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Presented by
Margaret Lett and Bob Hertz, CLU
Presentation preview: Technology Tuesdays: Using the online Annuities quote engine

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  • Keeping Your Groups DOL Compliant Jan 29 2019 4:00 pm UTC 90 mins
    Amy Johnson, LeClair Group, Katie Miller, LeClair Group, Lance Nielsen, HR Services Inc.
    Business owners, large and small, will at some point face an audit and many are not compliant. The Department of Labor has stated they intend to audit every business with under 100 employees by 2018. During the audits, the Department of Labor will be looking to ensure that employers comply with ERISA, PPACA and other employment laws. Noncompliance can be expensive and an unnecessary problem for your clients to face.
    Agents are increasingly being asked to provide recommendations and solutions. Are you up to date with the regulations and able to provide the right advice and solutions to protect your clients?
    LeClair Group offers you training and access to a great HR compliance service your clients. HR Services Inc. brings you Compliance Basics, that provides the tools and documents to pass the Department of Labor audits and avoid costly fines and lawsuits.
    Attend this webinar to learn more about Compliance Basics from Lance Nielsen of HR Service Inc.
  • Secure Funding plan from Blue Cross and Blue Shield of Minnesota Recorded: Sep 28 2018 34 mins
    Sarah Olmanson, BCBS, Katie Miller, LeClair Group, Amy Johnson, LeClair Group
    A discussion of Blue Cross and Blue Shield's Secure Funding self funded Small Group plan, including plan designs, quoting and enrollment. We will also provide suggestions to help you identify clients that may be a perfect fit for coverage.
  • BCBS 2019 Small Group Go To Market Recorded: Sep 28 2018 73 mins
    Sarah Olmanson, BCBS, Katie Miller, LeClair Group, Amy Johnson, LeClair Group
    A look at Blue Cross and Blue Shield's 2019 Small Group products, network, new online tools, ancillary and compensation. Additionally, a discussion of BCBS' recent partnership with Sharecare, the digital health company that helps people manage their health in one place.
  • Medica's 2019 Fall Strategy Recorded: Sep 25 2018 63 mins
    Michelle Wood, Medica, Dan Arland, LeClair Group
    A look at Medica's 2019 Medicare Products for MN and WI. This webinar will discus all the different plans and will explore what options might work better for others.
  • UnitedHealthcare Medicare Supplement Recorded: Sep 11 2018 42 mins
    Jacob Roberts, UnitedHealthcare
    AARP Medicare Supplement Insurance Plans insured by UnitedHealthcare Insurance Company are health insurance plans designed to supplement Original Medicare. They help pay some of the health care costs that Original Medicare does not cover (like copayments, coinsurance, and deductibles).

    UnitedHealthcare offers AARP Medicare Supplement Plans A, B, C, F, G, K, L, and N (except in Massachusetts, Minnesota and Wisconsin, which have different plans and plan designations). Each plan has specific benefits so consumer can find one to best meet their needs and budget.
  • UnitedHealthcare Medicare Advantage Recorded: Sep 11 2018 52 mins
    Jacob Roberts, UnitedHealthcare
    Medicare Advantage (MA) plans are health plan options approved by Medicare and offered by private insurance companies that are contracted by the federal government. MA plans provide Medicare Part A (hospital) and Medicare Part B (medical) coverage, and some plans include Medicare Part D (prescription drug) coverage.

    Medicare Advantage plans typically provide additional benefits and services that Original Medicare does not cover. The following is not an exclusive list; please refer to our Product Positioning Sheets for the additional benefits available in your market by plan:
  • Allina Health | Aetna Funding Advantage Recorded: Sep 7 2018 50 mins
    Tim Connor, Allina Health | Aetna , Katie Miller, LeClair Group, Amy Johnson, LeClair Group
    A discussion of Allina Health | Aetna Funding Advantage self funded Small Group plan, including plan designs, quoting and enrollment. We will also provide suggestions to help you identify clients that may be a perfect fit for coverage.
  • UCare 2019 Medicare Advantage portfolio Recorded: Sep 6 2018 81 mins
    Brian Eck, UCare & Dan Arland, LeClair Group
    With over 20 years of Medicare experience in Minnesota, UCare should be on every agent's portfolio this AEP. Take a deep dive into UCare’s Medicare plan designs. The webinar will give an overview of the carrier’s robust service, support and training programs for agents. 
  • Health-A-Palooza 2018: Indemnity Sollutions - The 360 Approach to Healthcare Recorded: Aug 23 2018 49 mins
    Tom Esselman, LeClair Group
    The Health insurance arena affects millions of Americans drastically in the last Decade. There has been a movement from the traditional major medical program to High Deductible Health Program.  Individuals are facing increasing premiums and more cost sharing.  Agents are going to need to understand the tools that are going to be necessary to help the consumers manage their health care risk. Presented by Tom Esselman, Vice President of Brokerage for LeClair Group
  • Health-A-Palooza 2018: Group Benefits Strategies and Employee Financial Wellness Recorded: Aug 22 2018 38 mins
    Amy Johnson, LeClair Group
    As costs continue to rise for medical insurance, healthcare, and prescriptions medications it is more important than ever for agents to understand how they can empower their clients to be better consumers. Understanding the concept of total financial wellness and bringing a portfolio approach to the employee benefits package allows for employees to have choice and protects them from risk when they need it most.
  • Health-A-Palooza 2018: Medicare - The Deeper Dive Recorded: Aug 21 2018 41 mins
    Dan Arland, LeClair Group
    Baby Boomers are aging into Medicare at a rate of 10,000 per day and the state of Minnesota has roughly 370,000 seniors that will be coming off Cost Plans and enrolling in something different. Agents need to understand the pros and cons of enrolling Boomers into Medicare or not enrolling in Medicare. How do employer plans fit into the mix and what are group Medicare plans?What happens to their HSA plans once they turn 65? The challenge for agents is to have a basic understanding of all types of Medicare options and how one choice may affect the other.
  • SilverScript: 2019 Plan Year Preview Recorded: Aug 15 2018 40 mins
    Dave Kline, Director of Channel Marketing Strategy for SilverScript
    Silverscript is a specialist Part D insurer. If you sell Medicare Supplements you need SilverScript’s in your portfolio.
    Offering $0 annual deductibles on all prescriptions, low premiums, low copays and offering 3300 covered Medicare prescription drugs.
    24/7 customer care, Standard, Preferred and CVS Caremark Mail Service pharmacy. Learn why SilverScript is no.1 for standalone PDPs and get appointed to complement you Medicare Supplement sales.
  • Agent E & O Program Recorded: Jul 11 2018 25 mins
    Jennifer Cheesman, LeClair Group & Jon Talamas, Gallagher Affinity
    Agents who work with LeClair Group are eligible to take advantage of our Errors & Omissions Program, which allows agents to apply for professional liability insurance that protects professional insurance agents from claims arising from the sale and servicing of insurance products.
  • GTL Advantage Plus Recorded: Jul 11 2018 58 mins
    Tom Esselman, LeClair Group & Greg Esposito, GTL
    Features of GTL's Advantage Plus plan include: 

    -It pays for hospital stays even if they are qualified as “observations.”

    -The plan is offered up to age 85, and never lapses if all premiums are paid.

    -It features ‘guaranteed issue’ between ages 64 and ½ and 65 and ½.

    -Clients with COPD, diabetes, heart failure, etc. will be automatically approved 
  • Streamline Your Business with UBenefit Recorded: Jun 27 2018 55 mins
    Alicia Thompson, UBenefit, Amy Johnson, LeClair Group & Katie Miller, LeClair Group
    Join us on Weds. June 27 at 10:00AM for a live webinar presentation with The LeClair Group and UBenefit. Learn how the UBenefit software can help streamline your workflow and the workflow of your clients’ HR Administrators for both their enrollment and on-going benefits management needs.
  • Social Security Advanced Recorded: Jun 26 2018 39 mins
    Gina Demarco, LifeStream Financial Solutions & LaRae Mills, LeClair Group
    Social Security Advanced
  • National General Benefits Solutions Self Funded Program Recorded: Jun 20 2018 52 mins
    Corey Wernlund, National General, Katie Miller, LeClair Group & Amy Johnson, LeClair Group
    Join LeClair Group and Corey Wernlund of National General, at 10:00am on June 20 for a webinar that will dive into National General's Self Funded plans.

    This presentation will explain the real value of Level Funded plans for for groups under 50 employees, and why every group in this space should at least take a look at it. This webinar will offer simple sales strategies for agents working in this market.
  • Social Security 101 Recorded: Jun 19 2018 37 mins
    Gina Demarco, LifeStream Financial Solutions & LaRae Mills, LeClair Group
    Social Security 101
  • Hosting a Compliant Medicare Educational Event Recorded: Jun 5 2018 18 mins
    Richard Lett, CEO LeClair Group & LaRae Mills, Relationship Manager, LeClair Group
    What are you trying to achieve? If it is Education that is great; if your intention is to Market or Sell products, that may be a serious compliance issue if you are planning on delivering Educational Events.
    CMS, Carriers and everyone in the health insurance world want you to educate our communities on Medicare. Education is the foundation of an Advisors value – all the very best Advisors are Educators.
  • IHC 2x3 Short Term Medical Plan Recorded: May 30 2018 63 mins
    Ryan Rosenberg, IHC Group, & LaRae Mills, LeClair Group
    Agents in select states can now offer a 2x3 Short Term Medical Plan through IHC. These plans provide your client with a 90 day plan with the option to add an additional 90 days without coverage gap and no second application (however a second application fee still applies). Agents currently contracted with IHC through LeClair Group can now log into their agent portal to find the Short Term Medical quotes updated to Connect STM and Connect Lite. When a client applies, he or she will have an option to add the second 90 day policy to their application either immediately upon application submission or any time before the first 90 day policy expires.
The Advisor Advantage Learning Channel
LeClair Group

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  • Title: Technology Tuesdays: Using the online Annuities quote engine
  • Live at: Nov 22 2016 4:00 pm
  • Presented by: Margaret Lett and Bob Hertz, CLU
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