Archived Trainings
RMA has had an eventful past, including some exciting training sessions. Take a look at our list of past trainings and see for yourself!
Career Development
Our career development meetings have been fruitful, and we’d like to share them with you. Here’s a rundown of past sessions:
Product Preparedness
Empowering Our Agents with the Latest Tools and Techniques
Staying in "The Know"
At RMA, we prioritize keeping our agents informed and knowledgeable about any upcoming events or changes.
Career Development
Product Preparedness
Staying in "The Know"
2024 Conferences
Career Development
- New to Medicare Agent Bootcamp: July 18-20 at Parker Schoolhouse
- Green 365: June 7, 14, 21, 28 – Webinar
- DFY Database: An in depth tutorial on how to use the DFY CRM tool to take your business to the next level: March 29, 2023, Trainer: Eric Fierro Founder at Senior Sales University
- Agency Scaling, Tax Prep and Sunfire Training: May 25, 2022 – Trainer: Ryan Murchie
Special Guests: Candyse Cotner – Senior Account Manager at Sunfire and Erin Stephens – Carrier Account Manager for Sunfire - Perfecting Your Pitch: May 10, 2022 – Trainer: Ryan Murchie, Special Guest: Orlando Lopez
- Community Based Marketing: March 31, 2022 – Trainer: Ryan Murchie, Special Guest: Gabriela Aguilar – Optum and Dr. Wisser
- Final Expense: February 17, 2022 – Trainer: Ryan Murchie, Carrier Rep: James Ewing – Aetna
- Senior Risk Planning – The Art of the Cross Sell: April 22, 2021 – Trainer: Ryan Murchie. Special Guest: Pikes Peak Small Business Development Center
- Lead Generation – Purchased and Self-Generated: March 11, 2021 – Trainer: Ryan Murchie, Special Guest: Fast Fit Foods Co, Carrier Rep: Orlando Lopez – ClearSpring
- The JSA Advantage: March 25, 2020 – DETAILS: We will be training on the PERA and Federal retiree health insurance programs.
Product Preparedness
- Veterans CE & Physician’s Mutual: August 23, 2023 at The Rockley
- 2024 AEP Roll Out: July 13 at Top Golf Centennial
- Medicare 101: Continuing Education: June 21, 2023 at Hampton Inn & Suites
- AEP Prepardeness Training & Happy Hour: June 15 at Dry Dock Brewery, Happy Hour Sponsored by Oakstreet Health & Cigna
- JSA ARC Tools: Wednesday, April 19, 2023 – In depth training on the Available tools on JSA’s Agent Resource Center such as My Health Plan, My Quote, and Pro Shop Plus
- Coordination of Benefits – Cigna: April 4, 2023 – Learn who pays first in each individual scenario when it comes to Medicare with Federal, Employer or Retiree benefits
- AARP Medicare Supplement: Tuesday, March 14, 2023, Trainer: Jamiee Ryan – Regional Sales Director at UnitedHealth Group
- Devoted Leadership Meeting: January 19, 2023 – Trainer: Devoted Local and National Leadership
- Certification/AHIP Trainings and Readiness: July 6-8, 2022 – Trainer: Ryan Murchie
- Mutual of Omaha Critical Care Product: June 27, 2022 – Trainer: Ryan Murchie
- CSNP Deep Dive with Optum: June 17, 2022 – Trainer: Ryan Murchie
- My Health Plan Training: March 24, 2022 – Trainer: Brittany Ching
- PERA, and Federal Employee Insurance Deep Dive: March 25, 2021 – Trainer: Noushin Hornbuckle, Special Guest: Conecto
- VA, Tricare, and Champ VA Comprehensive Training: April 8, 2021 – Trainer: Brandi Johnson – Humana Broker Relationship Manager. Special Guest: Jon Cerf – Owner – Core Progression
- Medico Product Training & Industry Update: July 21, 2021 – Trainer: Ryan Murchie. Special Guest: Melissa Gwennap – Medico Sales Manager
- Medicare 101: February 11, 2021 – Carrier Rep: Christine Lombardi – CIGNA Medicare Sales Rep, Location: Marriott Courtyard Longmont, Trainer: Ryan Murchie
- Med Supp and PDP Deep Dive: February 25,2021 – Trainer: Ryan Murchie, Special Guest: Mark Christiansen – Tax and Accounting Specialist, Carrier Rep: Ashley Chavez – BrightHealth
Staying in "The Know"
- PDP with Pharmacist: Norma Johnson Special guest: One Medical: August 17, 2023 at Ranch Country Club
- Optum/New West Physicians with Optum Employee: David Nila: August 8, 2023 at Village Workspace
- Medicare 101: Continuing Education: June 20, 2023 at Ranch Country Club
- Medicaid Redetermination: May 25, 2023 at PACE Center
- 2024 CMS Regulations: May 11, 2023 at The Ranch Country Club
2024 Conferences
- February: DSNP Conference, Sponsored by: United Healthcare, JSA, Aatna, Devoted
- How to uncover local opportunities and work directly with Community Based Partners
- Insights into boosting your sales outside of AEP
- Insights into DSNP and Institutional Enrollment Periods
- Insights into DSNP eligibility 101 and how to verify benefits
- DSNP stats and demographics
- DSNP population data info
- DSNP shopping patterns
- How to find this population in your own back yard thru geo-mapping
- Tips for success on where to go
- Understand the needs of your community and how to become a vital resource
- DSNP event checklist
- March: Cross Sell Event, Spsonored by: Aetna, Ameritas, Gerber Life Insurance Company, Guarantee Trust Life, Mutual of Omaha & Jack Schroeder & Associates
- Increase Marketing Opportunities
- Increase Agency Revenue
- Increase the Diversity of your product portfolio
- Deep Dive In the How and Why Of Hospital Indemnity,Critical Illness, Short Term Care, Final Expense, Dental
- Increase Persistency of Your Current Book
- March: New to Agent Medicare Bootcamp
- April Long Term Care Conference: The how and what we can do before, during and after the need for skilled care
- Before: What the State of LTC products are in the market – highlighted by Jeanie and her agency and what products are available. When, Why and How to position these.
- During: Upon needing skilled care what resources are available for placement.
- After: Once plaged in skilled care what can we do to protect one’s estate form medicaid spend down.
Quick Contact
Mission Statement
“RMA is here to provide America’s Medicare eligible the best trained, most compassionate and unbiased independent brokers in the world.”
833-299-4RMA
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Contact Us
info@rmaagents.com
10701 Melody Drive, Suite 600 Northglenn, CO 80234