Tools | Training | News | Support

Spring into Action 🏃

In this edition of IFG Monthly, we share some valuable new information sure to jump-start your growth strategy as we enter the last month of OEP and prepare to transition into Q2 & Q3:

• NEW: Final Expense & More Training Call with Don Fransko

• Compliance Deadlines and Training Calendar

• MedicareCon Ticket Discount, Up to 25% OFF

• Medicare in the News

Don’t miss ➡️ Don Fransko’s Final Expense & More weekly sales call premiering March 6 at 10 am EST. Reaching out to your existing members who might find some of these products beneficial will help you retain those members and grow your book of business. Click the registration link to take advantage of all this opportunity offers.

Compliance matters! Take a proactive approach to your Marketing by using the helpful guidance offered in this edition. Mark your calendar for important dates to ensure you have ample time to file and receive the required approval for your marketing and communication materials.

Premiering: Wednesday, March 6 @ 10 am EST

Join Don Fransko, IFG's President of Life, for a new weekly call series premiering March 6 and continuing every Wednesday at 10 am eastern standard time via Zoom.

In this series, Don reviews compliant cross-selling techniques, product updates, and the guidance agents need to offer Final Expense products to their clients. Plus, stay informed with special appearances from A-rated carriers, top producers, and industry experts to help you scale and grow the Life side of your insurance business. 

March Calendar Highlights

March 6: Intro to Final Expense
How you can add $50,000 a year to your income!  Adding even one sale a week can significantly increase your earning potential.

March 13: Best Plan Pro with Zach Bornheimer
Learn how to use a state-of-the-art quoting software! (Training on using the intelligent built in quoter to assist agents with product selection and underwriting)

March 20: Sticky Business
Do’s and Don’ts for keeping your business on the books! Plus, tips to improve your overall quality of business.

March 27: Be Authentic, Be Real, Be You, Be Successful

Register below to receive your Zoom call login. ⬇️

link.teamifg.com/widget/form/NbVS5xrQ4CztEvW7eEMW

Compliance Matters

Now is the time to start thinking about your marketing for 2024 ROY, 2025 AEP and OEP.

Use this link to download ➡️ TPMO Compliance Guardrails to help you build compliant marketing and sail through the filing process.

When ready submit marketing materials for compliance review, use this form.
➡️ https://teamifg.com/marketingcompliance

The following compliance file and submit dates are coming quickly. Please review and make note of these important deadlines.  

Important Dates in 2024

May 15: Suggested latest date to submit “File and Approve” Materials to IFG Compliance.
June 1: Earliest approved materials can be filed in HPMS.
June 15: “File and Approve” materials submitted to HPMS.
July 25: Websites submitted to IFG Compliance.
September 25: Websites filed in HPMS for 10/1 use.
October 1: Earliest materials for PY2025 can be used or distributed.
October 10: File and use websites have a 5-day waiting period. Websites used on 10/15 must be filed in HPMS by 10/10.

If you need guidance, please feel free to contact your ➡️ Regional Sales Director and the IFG Compliance Team at Marketing@teamifg.com.

MedicareCon Discount

Innovative Financial Group (IFG) is excited to be a sponsor again this year at MedicareCon 2024 in Las Vegas at the MGM Grand. Connect, Learn, and Grow with Leading Experts and Innovators in the Medicare Space. Be sure to use our promo code IFG25 to get 25% off your MedicareCon 2024 tickets during the online checkout process.

➡️ MedicareCon 2024 Tickets, Mon, Apr 22, 2024 at 9:00 AM | Eventbrite

Medicare in the News

News Articles for Share:

10 Things to Know About Medicare Advantage Dual-Eligible Special Needs Plans (D-SNPs) | KFF
Feb 9th, 2024

Millions of People with Medicare Will Benefit from the New Out-of-Pocket Drug Spending Cap Over Time | KFF
Feb 8th, 2024