RESOURCES

Training

For over 20 years, Beta Benefits has successfully trained hundreds of brokers on Medicare and selling health plans, both during AEP and Lock-In. Compliance training is a core training session with our brokers. Using the Turning 65 Medicare Educational Seminar as the basis of their Medicare training, our brokers are well trained and articulate on:

  • Helping their client understand Medicare
  • Helping their clients select the health plan option that best meets their health needs:
    • MAPD
    • Medicare Supplement
    • PPO
    • Part D
    • Duals
    • Chronic


SCAN Training
Events
Events

Beta Benefits will co-op with our brokers a variety of Events during Lock-In and AEP:

  • Health Fairs
  • Mall Kiosk
  • Charity Events such as Make-A-Wish®
  • PCP Promotional Event


Legal

Beta Benefits’ in-house counsel is experienced in setting up a Succession Plan for our independent brokers, generally by moving them from an “Independent Broker” to an “Agency LLC” structure and assigning commissions to the new agency.

Consulatiion is free so feel free to call and set up an appointment to learn more how you can protect your residual commissions.
Web Technology

Our internal IT group, Ninth Coast Technologies, can help you with designing and launching your website or software that can produce leads, generate reports, or anything you can dream up. They can also help you with setting up email and social media marketing.