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Archive of past Health and Life Insurance training, webinars and seminars:

January 28, 2016

Let's Stand United Against ACA Slow Pay, Low Pay & No Pay!

If you're tired of waiting to get paid for your hard efforts then turn to the company that pays 20% plus, five times per month with generous advances available and a never ending per app bonus.

It's time to make up some ground in the wake of some ACA carrier's shortcomings. Get paid well & quickly selling some of the highest demand products in the industry.

November 17, 2015

ObamaCare Update

Join us as we discuss the recent announcement from UHC in regards to HUGE reductions in compensation & learn how to combat the changes.

November 11, 2015

ACA Update

Live Transfer Leads & Carrier HEAT Maps

November 5, 2015

Live Transfer Leads: Your Best Options for Daytime Calls

Join Visionary Insurance Partners & our special guest presentation. Anthony will be joining us from Live Transfer Leads to go over his system that will keep you rockin during the business hours of 9 am to 5 pm as his leads dial businesses. Learn the system and how to approach these business calls. & more!

October 27, 2015

Fill the Gap: IHC's Metal Gap

Join Visionary Insurance Partners amp;& our special guest presentation by Kris Kull, Regional Sales Director for IHC Specialty Benefits as he presents Metal Gap & Metal Gap II. Fill the gaps in your client's ACA plan easily & affordable with these innovative products. Join us to learn more!

October 19, 2015

United Health Care ACA Webinar

Join Visionary Insurance Partners & our special guest presentation by United Health One. Hear from the industry leading carrier about the upcoming ACA Open Enrollment period, plans, options & more! This is a very special, don't miss event.

October 13, 2015

Close the Deal: Live Transfer Lead Webinar Archive

Join Visionary Insurance Partners & our special guest presentation from our exclusive Live Transfer Lead vendor for another round of Live Transfer Lead Discussion! Walk through the sales process, learn to drive sales home, close more deals & make this upcoming Open Enrollment a huge success!

October 6, 2015

Close the Deal!

Join Visionary Insurance Partners & our special guest presentation from our exclusive Live Transfer Lead vendor. During this training session, we will walk through the sales process, teaching you to drive sales home, close more deals & make this upcoming Open Enrollment a huge success!

September 29, 2015

ACA Open Enrollment III, Are You Ready?

Are you ready for Open Enrollment III? ACA has easily become the prime 3 months in the life of insurance agents join us to learn how to optimize your sales during this time.

September 24, 2015

Live Transfer Leads

Join us for a special guest presentation from our preferred live transfer lead vendor!! Victor will walk us will introduce us to the lead system, explain the ins & outs & get us prepared for ACA open enrollment! This is a don't miss webinar, register today!

September 3, 2015

Kids Back to School: Brokers Back to Business

Join Greg Loerzel as he discusses the tops & tricks to get started NOW building your ACA business for the 2016 enrollment period.

July 23, 2015

IHC STM Update: Presented by Phil Ericksen

Join Visionary Insurance Partners, Inc. and our special guest presenter, Phil Ericksen of IHC Health Solutions. Phil will be walking us through the recent changes & updates to the STM product line & discussing other popular IHC options, such as Metal Gap. join us!

July 21, 2015

The VIP Way

Greg Loerzel of Visionary Insurance Partners, Inc. discusses the VIP way! How do we test & find lead sources, how to increase sales, what to write now & how to prepare for the upcoming ACA enrollment period.

July 16, 2015

Senior Market: Med Supps Plans F, G & N

Senior Insurance Specialist James Gallagher of Visionary Insurance Partners, Inc discusses Medicare Supplement plans F, G & N and how to know which to sell when.


July 14, 2015

Life Insurance Made Simple: The Toner Group

This webinar featured Visionary Insurance Partners, Inc and special guest, Harrison Jacobs of the Toner Group. Harrison provided us with an overview of the many life insurance carriers that Toner works with & their innovative quoting & enrollment software.

June 30, 2015

Med Supps: Presented by Special Guest James Gallagher, Senior Insurance Specialist

Visionary Insurance Partners and James Gallagher, our Senior Insurance Specialist present the best Med Supp strategies, plans, carriers & tools you need to succeed.

June 25, 2015

Setting Up Your Agency For Success the VIP Way

Greg Loerzel of Visionary Insurance Partners presents everything from leads to software, products to sales strategies & tools.

June 9, 2015

Setting Up Your Agency For Success the VIP Way

Greg Loerzel of Visionary Insurance Partners presents everything from leads to software, products to sales strategies & tools.

June 4, 2015

STM: Your Bridge to Open Enrollment

Greg Loerzel of Visionary Insurance Partners presents the STM Bridge sales strategy to take you & your clients from now through open enrollment.....and beyond!

May 26, 2015

STM Plan Comparison & Sales Strategies

We review the most popular STM plans on the market & discuss simple sales strategies for selling between ACA Open Enrollments.

May 7, 2015

STM: The Obamacare Alternative

Greg Loerzel for a webinar presents the Short Term Medical Alternative to Obamacare & how to use STM to bridge the gap between ACA Open Enrollment periods.

April 30, 2015

Have You Heard The News About Assurant Health? What to do now? What does the future hold?

Join Greg Loerzel of Visionary Insurance Partners, Inc. (former RSD of Assurant Health) for this fireside chat format webinar.

April 28, 2015

Special Enrollment Period Wrap Up & What's Next

Join Greg Loerzel for a discussion of the Special Enrollment Period wrapping up this weekend plans for the upcoming enrollment period starting in November.

April 16, 2015

Special Enrollment Period & Beyond

Join Greg Loerzel for a discussion of the Special Enrollment Period taking place NOW - April 30th for ACA/Obamacare plans and plans for the upcoming enrollment period starting in November.

April 14, 2015

Guest Presentation: Phil Ericksen of IHC

Join Visionary Insurance Partners as we welcome Phil Ericksen of IHC Health Solutions. Phil will be presenting IHC's product line of Short Term Medical, Metal Gap, Premier Benefits & other ancillary products to keep you selling between ACA enrollment periods.

April 9, 2015

Special Enrollment Period: LEADS, Sales Tactics & More!!

Join Greg Loerzel for a discussion of the Special Enrollment Period taking place NOW - April 30th for ACA/Obamacare plans. Topics will includes LEADS, Sales tactics & more!!

March 31, 2015

Special Enrollment Period: LEADS, Sales Tactics & More!!

Join Greg Loerzel for a discussion of the Special Enrollment Period taking place NOW - April 30th for ACA/Obamacare plans. Topics will includes LEADS, Sales tactics & more!!

March 24, 2015

Enhance Your Sales With Supplemental Products

Join Greg Loerzel of Visionary Insurance Products as we take a look at plans to Supplement your sales portfolio.

March 16, 2015

Guest Presentation: Phil Ericksen of IHC

Join Visionary Insurance Partners as we welcome Phil Ericksen of IHC Health Solutions. Phil will be presenting IHC's product line of Short Term Medical, Metal Gap, Premier Benefits & other ancillary products to keep you selling between ACA enrollment periods.

March 12, 2015

Special Enrollment Period: March 15-April 30th

Join Greg Loerzel for a discussion of the upcoming Special Enrollment Period taking place from March 15th - April 30th for ACA/Obamacare plans.

March 10, 2015

Special Enrollment Period: March 15-April 30th

Join Greg Loerzel for a discussion of the upcoming Special Enrollment Period taking place from March 15th - April 30th for ACA/Obamacare plans.

February 17, 2015

Guest Presentation: Phil Ericksen, IHC

Join Visionary Insurance Partners as we welcome Phil Ericksen of IHC Health Solutions. Phil will be presenting IHC's product line of Short Term Medical, Metal Gap, Premier Benefits & other ancillary products to keep you selling between ACA enrollment periods.

February 12, 2015

What's next?

As Open Enrollment 2 comes to a close, join Greg Loerzel as he discusses 'What's Next?'

February 10, 2015

The Closing Week of Obamacare Open Enrollment 2

Join Greg Loerzel of Visionary Insurance Partners, Inc. for The Closing Week of Obamacare Open Enrollment 2

January 29, 2015

LIVE Software Presentation: Demo Submission

Join Greg Loerzel of Visionary Insurance Partners, Inc. for a Demo presentation of our ACA Software and a LIVE submission.

January 22, 2015

Sales Tactics: Selling Past 1/1 Effective Dates

Join Greg Loerzel of Visionary Insurance Partners, Inc. as he discusses the changes necessary in your sales tactics when selling past 1/1 effective dates for ACA Plans; aka Obamacare.

January 15, 2015

Circling Back To Your Obamacare Clients with Additional Sales

Join Greg Loerzel of Visionary Insurance Partners, Inc. as he presents the products & tools you need to build your book of business with your current ACA/Obamacare clients.

January 13, 2015

LIVE Software Presentation: Demo Submission

Join Greg Loerzel of Visionary Insurance Partners, Inc. for a Demo presentation of our ACA Software and a LIVE submission.

January 8, 2015

State of Obamacare

Join Greg Loerzel of Visionary Insurance Partners, Inc. as he presents the State of Obamcare: which carriers are doing best and why.

December 30, 2014

Circling Back To Your Obamacare Clients with Additional Sales

Join Greg Loerzel of Visionary Insurance Partners, Inc. as he presents the products & tools you need to build your book of business with your current ACA/Obamacare clients.

December 23, 2014

State of Obamacare

Join Greg Loerzel of Visionary Insurance Partners, Inc. as he presents the State of Obamcare: which carriers are doing best and why.

December 18, 2014

Sales Tactics: Selling Past 1/1 Effective Dates

Join Greg Loerzel of Visionary Insurance Partners, Inc. as he discusses the changes necessary in your sales tactics when selling past 1/1 effective dates for ACA Plans; aka Obamacare.

December 11, 2014

Open Enrollment Update

Join Greg Loerzel of Visionary Insurance Partners, Inc. for an Obamacare Open Enrollment Update. This talk will include how things are going so far during the first 2 weeks of open enrollment.

December 9, 2014

IHC Presents: Metal Gap

Join Visionary Insurance Partners, Inc & our special guest, Phil Ericksen of IHC Health Solutions as he presents Metal Gap. Metal Gap is designed specifically to fill the gaps in the ACA plans.

December 5, 2014

Join Stephens-Matthews Marketing and Assurant Health for an ACA Plan presentation

This is a don't miss webinar!!! Join the Visionary Insurance Partners team as they prepare you for open enrollment with software technology that will make selling ON and OFF exchange products a breeze!

December 4, 2014

LIVE Software Presentation: Demo Submission

Join Greg Loerzel of Visionary Insurance Partners, Inc. for a Demo presentation of our ACA Software and a LIVE submission.

November 20, 2014

INSX/ACA Software Tips & Tricks

Join us for a special guest walk through of the ACA Software, Tips & Tricks brought to you by Luke Mattson of INSX.

November 18, 2014

Obamacare Open Enrollment II is rockin!!!

All of your preparation have brought us to OEPII! It's rocking! Join us for tips & tricks for a successful Obamacare Open Enrollment season

November 13, 2014

Obamacare Open Enrollment II, it's almost here!!

Are you prepared? Do you have LEADS? Has your FFM cert been completed & submitted? Do you have ACA Enrollment Software? Are you set with strong, annualized commission contracts? Do you have VIP service, support & strategy? Do you have the most competitive carriers in each state?? Join Greg Loerzel as he walks you through the steps to ensure you are READY!

November 11, 2014

Obamacare Open Enrollment II, it's almost here!!

Are you prepared? Do you have LEADS? Has your FFM cert been completed & submitted? Do you have ACA Enrollment Software? Are you set with strong, annualized commission contracts? Do you have VIP service, support & strategy? Do you have the most competitive carriers in each state?? Join Greg Loerzel as he walks you through the steps to ensure you are READY!

November 6, 2014

Are you prepared for Obamacare Open Enrollment II?

Are you prepared for Obamacare OE2 (aka shooting fish in a barrel?) Join Greg Loerzel of Visionary Insurance Partners as he presents the 5 steps necessary to be a VIP thru OE2.

October 29, 2014

Are you prepared for Obamacare Open Enrollment II?

Are you prepared for Obamacare OE2 (aka shooting fish in a barrel?) Join Greg Loerzel of Visionary Insurance Partners as he presents the 5 steps necessary to be a VIP thru OE2.

October 23, 2014

Are you prepared for Open Enrollment?

Join Greg Loerzel of Visionary Insurance Partners, Inc. as he prepares you for ACA Open Enrollment 2 (Obamacare)

October 16, 2014

Open Enrollment LEADS!

Join Greg Loerzel of Visionary Insurance Partners, Inc. as he prepares you for ACA Open Enrollment (Obamacare) with LEADS!

October 10, 2014

Simplified Funding Concepts by IHC

Don't forget 10/10 @ 10 am join Visionary Insurance Partners and our special guest presenter, Phil Ericksen, Regional Director for IHC Health Solutions. Phil will be expanding our knowledge of the Group Self Funding option now known as Simplified Funding Concepts. If you work with groups of 10-50, this is a don't miss presentation.

October 7, 2014

ACA Marketplace Software

This is a don't miss webinar!!! Join the Visionary Insurance Partners team as they prepare you for open enrollment with software technology that will make selling ON and OFF exchange products a breeze!

October 2, 2014

Assurant Health: Self Funding

Join Visionary Insurance Partners & special guest presenter David Gillis of Assurant Health as we present the group self funding option.

September 30, 2014

Obamacare Open Enrollment LEADS!

Join Greg Loerzel of Visionary Insurance Partners, Inc. as he prepares you for ACA Open Enrollment (Obamacare) with LEADS!

September 25, 2014

ACA Marketplace Software

This is a don't miss webinar!!! Join the Visionary Insurance Partners team as they prepare you for open enrollment with software technology that will make selling ON and OFF exchange products a breeze!

September 23, 2014

ACA Marketplace Software

This was a don't miss webinar!!! Visionary Insurance Partners prepare you for open enrollment with software technology that will make selling ON and OFF exchange products a breeze!

September 17, 2014

Medicare 101: Basics of Medicare & Med Supps

James Gallagher, Medicare Insurance Specialist of Visionary Insurance Partners prepares you for AEP with the basics of Medicare and Med Supps.

September 9, 2014

Blueprint Self Funded

Visionary Insurance Partners & special guest presenter Phil Ericksen of IHC Health Solutions present Blueprint: the alternative to high group renewals can be found with Blueprint, self funded option.

September 4, 2014

Prepare for Open Enrollment

Greg Loerzel of Visionary Insurance Partners prepares you for ACA (Obamacare) Open Enrollment

August 26, 2014

Selling with Obamacare

Greg Loerzel of Visionary Insurance Partners, Inc. presents the expanding opportunity for agents/brokers to sell with Obamacare starting with open enrollment, November 15th of this year! Don't miss out!

August 19, 2014

STM Now! Metal Gap Soon!

Greg Loerzel of Visionary Insurance Partners, Inc. reviews the ever growing STM option between open enrollments and how to use IHC's Metal Gap plan to sell with Obamacare once AEP is open on November 15th for the 2015 plan year.

August 13, 2014

IHC Presents Metal Gap

Visionary Insurance Partners host special guest presenter Phil Ericksen, Regional Director for IHC Health Solutions who joined us to present Metal Gap.

August 7, 2014

STM NOW! Metal Gap SOON!

Greg Loerzel of Visionary Insurance Partners, Inc. reviews the ever growing STM option between open enrollments and how to use IHC's Metal Gap plan to sell with Obamacare once AEP is open on November 15th for the 2015 plan year.

August 6, 2014

Selling With Obamacare?

Greg Loerzel of Visionary Insurance Partners, Inc. presents the expanding opportunity for agents/brokers to sell with Obamacare starting with open enrollment, November 15th of this year! Don't miss out!

July 29, 2014

STM: Your Bridge To Obamacare

Greg Loerzel of Visionary Insurance Partners, Inc. reviews the STM opportunity that continues to grow between ACA open enrollments.

July 22, 2014

TDG: Making Life Sales Simple

Here at Visionary Insurance Partners, we are excited to have teamed up with TDG Brokerage to offer the broker community quick, easy access to Life Insurance quoting and sales. Join us as Harrison Jacobs of TDG provides an overview of all that this brokerage has to offer.

July 17, 2014

Metal Gap Plans presented by IHC

Special guest presentation by Phil Ericksen, Regional Director for IHC presenting their newest plan, Metal Gap, a great way to fill in the holes in your client's ACA plan.

July 10, 2014

Why Choose Short Term Med?

Greg Loerzel of Visionary Insurance Partners highlights the many reasons Short Term Medical sales continue to sky rocket between ACA Open Enrollments and the reason sales will continue to rise!

July 1, 2014

Why Choose Short Term Med?

Greg Loerzel of Visionary Insurance Partners highlights the many reasons Short Term Medical sales continue to sky rocket between ACA Open Enrollments and the reason sales will continue to rise!

June 25, 2014

Special Guest Presentation: Columbus Life

Visionary Insurance Partners and our special guest, Brian Ballou, Regional Vice President for Columbus Life gave a special presentation. This webinar delivered product knowledge, options and highlights of all that CL has to offer!

June 17, 2014

Earn more commissions becoming an STM bundler!

If you're fumbling and bumbling & your income is stumbling, be an STM bundler & we will show you how to earn a ton of money with an average of 30% + commissions. Greg Loerzel teaches you how to be a bundler!

June 12, 2014

Thomas Coffey of Assurant Health presents the Self Funded Alternative for group clients

Visionary Insurance Partners and special guest presenter Thomas Coffey of Assurant Health present the Self Funded Alternative for your group clients. Thomas walks us through the ins and outs of self funding and offers a comparison of how these plans stack up against fully insured plans in this post reform environment.

June 5, 2014

IHC Presents: Small Group Self-Funding

The ACA implements modified community rating for small group health insurance plans upon renewal. Younger and healthier groups will be shocked to see their renewals. But modified community rating does not affect self-funded plans, whose rates are based upon the age and health of each group on its own. With Phil Ericksen, Regional Director for IHC

June 3, 2014

STM: Your Bridge To Obamacare

Greg Loerzel of Visionary Insurance Partners, Inc. reviews the STM opportunity that continues to grow between ACA open enrollments.

May 22, 2014

IHC Presents: Limited Medical Plans

Many people, particularly those in their 20s and 30s, found ACA-compliant health plans too expensive to buy, with deductibles they couldn't afford. Give them access to care, network discounts, and first-dollar benefits. With special guest presenter, Phil Ericksen, Regional Director for IHC

May 20, 2014

Limited Medical Plans: Another viable option between open enrollment and beyond!

Greg Loerzel of Visionary Insurance Partners, Inc. reviews our Limited Benefit Plan offerings

May 15, 2014

Short Term Medical: The Opportunity Continues To Grow Between Open Enrollment Dates

Greg Loerzel of Visionary Insurance Partners reviews our STM Timeline and discusses the opportunity that continues to grow! Get in while the sales continue to increase!

May 8, 2014

IHC Presents STM

ACA open enrollment has closed. Without a qualifying event, individual major medical is no longer available. But healthy clients may buy short term medical coverage to protect them until the next open enrollment opportunity. With special guest presenter, Phil Ericksen, Regional Director for IHC

May 6, 2014

STM: The Opportunity Continues to Grow!

Greg Loerzel of Visionary Insurance Partners, Inc. reviews our STM Timeline and discusses sales strategies during the period between open enrollment. Opportunity is HUGE and continues to grow. Join us to learn more!

April 23, 2014

Enhance your sales portfolio with Supplemental Products

Greg Loerzel of Visionary Insurance Partners presents: IHC Premier Benefits • IHC Critical Illness • Assurant Health Dental • Medico Dental, Vision, Hearing • Assurant Health Accident Fixed Benefit

April 1, 2014

Group Self Funding- Presented by Phil Ericksen, IHC

Phil Ericksen, Regional Sales Director for IHC Specialty, presented an agent webinar on small group self-funding.

​The ACA implements modified community rating for small group health insurance plans renewing in 2014 and beyond. Younger and healthier groups will be shocked to see their renewals. But modified community rating does not affect self-funded plans, whose rates are based upon the age and health of each group on its own. Give control back to groups with 10 to 50 employees with self funding plans from IHC Specialty!

March 26, 2014

Fixed Benefit Plans as another alternative to Obamacare

Visionary Insurance Partners compared popular Fixed Benefit Plans as another alternative to Obamacare

March 18, 2014

Short Term Medical Training Opportunity

The other Major Medical Opportunity Grows Exponentially as ObamaCare Open Enrollment Ends.

March 4, 2014

Assurant Health presents the group self-funding alternative

Thomas Coffey of Assurant Health and Visionary Insurance Partners, Inc. discusses the group self funding alternative which is expanding to PA in March 2014

February 20, 2014

Group Self Funding- Presented by Phil Ericksen, IHC

​The ACA implements modified community rating for small group health insurance plans renewing in 2014 and beyond. Younger and healthier groups will be shocked to see their renewals. But modified community rating does not affect self-funded plans, whose rates are based upon the age and health of each group on its own. Give control back to groups with 10 to 50 employees with self funding plans from IHC Specialty!

February 18, 2014

Individual Fixed Indemnity - Presented by Phil Erickson, IHC

​First-Dollar Individual Hospital, Surgical and Critical Illness bundled benefits for those who find traditional health insurance premiums unaffordable, and traditional deductibles too costly. Three benefit levels, with optional outpatient coverage available for wellness, office visits, DXL, and Rx.

February 12, 2014

Life Insurance Made Simple: TDG

Special presentation on Life Insurance products & cutting edge technology offered to our agents through TDG. We were pleased to have Harrison Jacobs join us to present this presentation.

February 6, 2014

Hii, A Competitive Edge For STM

Special presentation on Hii's Products & Sales Tools with our guest presenter, Amy Brady, Vice President of Sales for Hii.

January 28, 2014

Assurant Health presents the group self-funding alternative

Thomas Coffey of Assurant Health & Visionary Insurance Partners, Inc. spoke about the group self funding alternative which is expanding to PA in March 2014

Topic: Assurant Health Group Self Funding

January 21, 2014

AGLA Intro and New Agent Training

Introduction and new agent training with American General Life Insurance. January 16, 2014

Med Supps with special guest Bob Kempner of United American

Special guest Bob Kempner of United American tells us the ins and outs of Med Supps and more!!

December 5, 2013

End of Year Options and Beyond!

Greg Loerzel presents the products and processes to take you through the end of the year and beyond!

November 22, 2013

What's Up In Med Supp Webinar

What's Up In Med Supp? Learn all about the HOT selling Medicare Supplement Market...lifetime level commissions too!!

November 21, 2013

Webinar: IHC Product Line Fully Explained

Our guest presenter, Phil Ericksen of IHC presented the IHC product line fully explained with focus on the electronic capabilities.

Visionary Insurance Partners, keeping you informed and up to date!

November 14, 2013

HealthCare Reform Answers - Simple Solutions to Save You Thousands of $$$ on Employee Benefits.

Greg Loerzel and Brian Miskovitz, Owners of Visionary Insurance Partners in Reading, PA present Health Care Reform Answers at the Greater Reading Chamber's Expert Exchange

October 31, 2013

Obamascare: Trick or Treat?

Most clients have strong feelings about health care reform. Learn how to sell 'with' Obamacare for those who like it, and how to sell 'solutions' to Obamacare for those who don't.

Learn what is selling now, what will sell in 2014. And where the big commissions are!

October 17, 2013

Obamascare: Trick or Treat?

Most clients have strong feelings about health care reform. Learn how to sell 'with' Obamacare for those who like it, and how to sell 'solutions' to Obamacare for those who don't.

Learn what is selling now, what will sell in 2014. And where the big commissions are!

July 9, 2013

Agents and brokers: are you ready for the ObamaCare storm on the horizon?

In this webinar, Greg Loerzel of Visionary Insurance Partners and special guest, Phil Ericksen of IHC Health Solutions introduce the IHC strategy and product line to provide a way through Health Care Reform for attendees & their clients.

June 18, 2013

VIP Products & Services

In this webinar, Visionary Insurance Partners & Greg Loerzel presented our VIP products & discussed our VIP service with attendees.