Schedule One-on-One Training or Business Overview

Training Calls This Week

Monday 7/21 @ 10am Central

Medicare Monday

Building a High-Performance Virtual Sales Team

Paul Kuhn, Vice President of Senior Health Solutions and one of HFG’s top-producing agency partners. Paul is pulling back the curtain on how SHS built a wildly successful telesales model from the ground up - scaling fast, building a powerful culture, and winning big.

Whether you’re already in the Medicare space or exploring how to build a virtual sales team, this is a can't-miss episode full of proven strategies and real-world insight.

Register Here: https://hfgagents.zoom.us/webinar/register/WN_uFY_p-jCSiWg_XbAF9zkTQ?utm_source=Heartland+Financial+Group+%28041125%29&utm_campaign=47f97e858a-EMAIL_CAMPAIGN_2025_07_08_08_16&utm_medium=email&utm_term=0_-47f97e858a-228872204#/registration

This episode will cover:

>Agency Growth Strategies: Learn how SHS scaled their team and production across multiple markets using a virtual-first approach.

>Telesales Infrastructure: Discover the tools, structure, and workflows that make a high-volume telesales team successful.

>Culture That Converts: Hear how SHS built a performance-driven, positive culture that fuels retention, referrals, and results.

>Leadership Lessons: Get real talk from Paul Kuhn on what it takes to grow a national agency in today’s environment.

>Overcoming Virtual Sales Challenges: Learn how to manage, coach, and lead remote agents while maintaining quality and compliance.

>Scaling with Purpose: Understand how to align growth with long-term goals and sustainable systems.

Tuesday 7/22 @ 10am Central

Trust & Estate Planning with Integrated Trust Systems (ITS). Join to learn and stay updated with the latest topics with ITS and how to grow your Annuity business & other cross selling opportunities by helping clients with our Electronic Trust Program.

Register in advance for this meeting:

https://us06web.zoom.us/meeting/register/tZwsceurrT8qE9AgpdQevZ4Suv48kmDwSzkX

Wednesday 7/23 @ 12pm Central

Advanced Market Master Class:

From Digital Lead to High-Value Client Strategy

Are you generating digital leads but struggling to turn them into meaningful business? In today’s market, knowing how to navigate and nurture those leads is what sets top producers apart.

Join us with Michelle Perzan, Chris Miller, and the Pantheon Group on July 23 at noon CST as they walk you through a real-life case study showing how one digital annuity/IUL lead was developed into a substantial annuity and life case - illustrating the strategies, conversations, and planning steps used to maximize client value.

Register Here:

https://us06web.zoom.us/meeting/register/w0CHG_UOTRWfYTFHHMEioQ?utm_source=Heartland+Financial+Group+%28041125%29&utm_campaign=e9a1ca57b5-EMAIL_CAMPAIGN_2025_07_11_01_28&utm_medium=email&utm_term=0_-e9a1ca57b5-228872204#/registration

This Can't-Miss Master Class Will Cover:

✅ Real-world case study: From click to close

✅ Strategies to position annuities and IULs in today's environment

✅ Tips to deepen client conversations and uncover bigger needs

✅ Live Q&A – Get your toughest questions answered!

🚫 No recordings available – Attend live!

Friday 7/25 @ 10am Central

Final Expense Friday: The Close

Professional Techniques for Final Expense Sales

Closing conversations with prospects is a skill that can be developed and refined through practice and proper techniques. Next week's FEX Friday training, on July 25 at 10 AM CST, focuses on professional closing methods that many successful agents find beneficial in their final expense sales conversations.

Join us for "The Close: Professional Techniques for Final Expense Sales," where we'll discuss approaches that may be helpful in your client conversations and closing skill development.

Register Here:

https://hfgagents.zoom.us/webinar/register/WN_VTSYCq7vS8asrfvTFIh0cg?utm_source=Heartland+Financial+Group+%28041125%29&utm_campaign=75efa3c766-EMAIL_CAMPAIGN_2025_07_18_03_27&utm_medium=email&utm_term=0_-75efa3c766-228872204#/registration

Here's What's You'll Learn:

Professional Closing Techniques: We'll discuss various closing methods many agents can find helpful in their final expense conversations. These techniques focus on professional communication approaches that may be beneficial when working with prospects.

Underwriting Insight: Next week's focus is on Home Healthcare considerations. You can learn important information about how home healthcare situations impact underwriting decisions and what agents should know when working with these cases.

Objection Response Training: We'll address a sensitive but common concern: "I'm not giving out my banking information!" We'll discuss professional techniques for addressing privacy concerns and ways to help prospects understand security measures.

Live Q&A Session: Bring your questions about closing techniques, underwriting situations, or client conversations. We will provide guidance that you can apply in your practice.

Weekly Inspiration: Hear motivational insights from Jim Mall, who shares wisdom from his experience building successful client relationships.

Friday 7/25 @ 12pm Central

Advanced Markets:

Infinite Banking Concept | Be Your Own Bank

Join Rick Ravenscraft as he teaches how to use Whole Life & IUL policies for these concepts

-Create Generational Wealth

-Use Insurance Policy to BE YOUR OWN BANK

-Infinite Banking Concept

Join Zoom Meeting

https://us02web.zoom.us/j/81330861819?pwd=eOmG1WR9WIFgo5v1xa3aYVR4ZbI3Ia.1

Meeting ID: 813 3086 1819

Passcode: 003343

NOTE: If host doesn't start meeting in a timely manner it means meeting has been rescheduled, otherwise meeting is still happening and he will let you in the Zoom room as soon as he sees you.

Additional Integrity Trainings

*Tech Tip Tuesdays

Join us every Tu‌esday at 9‌ AM or 11‌ AM C‌T for quick 15‑minute tutorials covering key features.

Register Here:

https://events.integrity.com/Integrity-Events/integrity-tech-tip-tuesdays?utm_bmcr_source=email

July 15th:

How to Calculate Prescription Costs with LIS Beneficiaries

July 22nd:

Ways to Communicate with your Clients through MedicareCENTER

July 29th:

Your Account — Important Information You Need to Update!

*Feature Focus Trainings

Join us every Mo‌nday at 1‌0:‌30 A‌M CT for quick 15‑minute feature focus trainings designed to provide helpful tips when using CSG.

Register Here:

https://register.gotowebinar.com/rt/6991419954966882135?source=email

July 21st:

Medicare Advantage Enrollment Data

July 28th:

Medicare Supplement Household Discounts & Rating Classes

*Live, In-depth Webinars

Attend 60‑minute webinars with Q&A at the end to help you get the most out of the platform. Click below to find out more about each training and register. Even if you can’t attend live, your registration gets you a recording after the webinar!

*Stay Compliant with Electronic Scope of Appointments

Wednesday, July 16th at 1 PM CDT

Register Here:

https://events.integrity.com/Integrity-Events/stay-compliant-with-electronic-scope-of-appointments?utm_bmcr_source=email

*Introduction to Integrity Technology

Wednesday, July 23rd at 12 PM CDT

Register Here:

https://events.integrity.com/Integrity-Events/introduction-to-integrity-technology-f7f2a380d9580b25cba440cc?utm_bmcr_source=email

*Time Saving Tips

Thursday, July 24th at 1PM CDT

Register Here:

https://events.integrity.com/Integrity-Events/time-saving-tips-21e3b098c0160a1662c81c49?utm_bmcr_source=email

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