Steps for Medicare

Need Help with a Client or anything Medicare related?

Schedule one-on-one time with Chance Roberts from Heartland Financial Group. He's our partner in the Medicare business to help you with any part of helping a client.

Picking the right plan?

Understanding MedicareCENTER?

Application process?

Understanding T65 app?

Understanding the Certification process?

Need help with anything else....

Chance Roberts

P: 816-427-1643

E: [email protected]

Schedule a meeting: https://calendly.com/croberts-hfgagents

United Healthcare In-Person Training

August 6th - Register Today!

Join in-person training and learn the basics of UHC!

What: Why UHC and Product

Where: Richardson and Arlington

When: August 6th, 2025

Time: 10:00 AM – 11:30 AM

Register Here:

https://forms.office.com/pages/responsepage.aspx?id=yvoF2yrInUu5xQ9ktnVUIRSyzU4egZdLnBYc0p10OopUMDgzWFlKWjkxWlQ1NjE5M045M0RCWU5OSi4u&route=shorturl

United Healthcare

8/5 @ 12pm CST

2026 Certification Readiness

Join Here: https://zoom.us/meeting/register/7gH4hRN8Ta-IuE9to3BX9A

8/6 @ 1pm CST

New Agent Orientation

Join Here: https://zoom.us/meeting/register/Mpked7qYT2WMjuAV_agwvg

8/7 @ 1pm CST

TRICARE For Life and VA Opportunities

Join Here: https://zoom.us/meeting/register/Q_F3qEmYTGO10xk4gZCYmg

8/7 @ 2pm CST

Conducting a Successful Event

Join Here: https://zoom.us/meeting/register/M9uWJCpaS8qopepnzx7QaQ

8/8 @ 1pm CST

UHC Agent Toolkit and Sales Materials Portal

Join Here: https://zoom.us/meeting/register/6tW3YbQvTTGJMpcRf7l84g

8/12 @ 1pm CST

Grassroots Marketing

Join Here: https://zoom.us/meeting/register/gc_9lCzKSJyiZFILdLm6Rw

8/14 @ 1pm CST

2026 Certification Readiness

Join Here: https://zoom.us/meeting/register/KYL3I7OOR9yWE8s4IcYHwg

8/15 @ 12pm CST

Conducting a Successful Event

Join Here: https://zoom.us/meeting/register/J6RyBn_lRD2RfVEC228Vng

8/15 @ 1pm CST

Medicare Fundamentals

Join Here: https://zoom.us/meeting/register/A2bQfdxZQWqT3yYaMpDdJA

8/18 @ 11am CST

Conducting a Successful Event

Join Here: https://zoom.us/meeting/register/qNmJld0tSqKURkN1lXof7w

8/20 @ 12pm CST

New Agent Orientation

Join Here: https://zoom.us/meeting/register/i8beu-EzRj69go8Hx6WYdw

8/20 @ 1pm CST

TRICARE For Life and VA Opportunities

Join Here: https://zoom.us/meeting/register/eE4Ne-gpR9eseFJZzuHchg

8/21 @ 12pm CST

UHC Agent Toolkit and Sales Materials Portal

Join Here: https://zoom.us/meeting/register/WokW-um4STy1lCjsyoXAeQ

8/22 @ 1pm CST

Closing the Sale

Join Here: https://zoom.us/meeting/register/6zGdS2lARUWWKvSfc3tLYw

8/25 @ 11am CST

2025 Low Income Subsidy/Extra Help (LIS)

Join Here: https://zoom.us/meeting/register/ozhwH-_TTHKuhrsirOUl-A

8/26 @ 12pm CST

2026 Certification Readiness

Join Here: https://zoom.us/meeting/register/HzJnP_o7Tc-JIPahazjMqg

8/26 @ 12pm CST

Find and Engage Consumers

Join Here: https://zoom.us/meeting/register/6i3oHZr3Ra-3idgXzycSVw

8/27 @ 1pm CST

Medicare Fundamentals

Join Here: https://zoom.us/meeting/register/tLzzv5nYSRemDU5oCrP4KQ

8/28 @ 12pm CST

Medicare Fundamentals

Join Here: https://zoom.us/meeting/register/Xo0tcObDQzGKrkGGP5JtjQ

8/29 @ 11am CST

Closing the Sale

Join Here: https://zoom.us/meeting/register/Eo-6dxr0TuSnQ1Oi3KQPUw

United Healthcare

Retail stores available at NO COST to agents. Walgreens, Kroger, CVS, etc.

After you get certified, call UHC to connect with your local UHC representative for more information.

Centerwell | Senior Primary Care

CenterWell Business Partners!

AEP Planning is HERE! I would like to extend an invitation to you and your teams to explore CenterWell Senior Primary Care and learn more about Value Based Care on August 26th at 11:00 AM CST. I encourage you to share this invitation with any relevant Teams, Agents, Agencies within your organization. During the session, we will delve into the following topics.

Value of CenterWell

Senior Healthcare Ecosystem

CenterWell Value Based Care Model

Business Building Opportunities / Client Retention Support

Locations of CenterWell / Opportunities

Next Steps!

Zoom Session – Click the link below!

08/26 – 11:00 AM – 11:45 PM Central Time Zone

https://humana.zoom.us/meeting/register/2HKHfnQdTneAFL8kNgAXSg

Centerwell | Senior Primary Care

Louisiana, Mississippi, and San Antonio areas CenterWell is looking to work with agents or agencies who have a footprint in the following markets.

If you are interested, please text Phil @ 817-567-8180 and he will connect you with the right partners with both CenterWell and Conviva Senior Primary Care.