Document Repository

Individual Health Documents

• PH - Vision Plan - 2023
• PH - Dental Plan - 2023
• THC - Product Matrices - 2021
• Ascension - Product Highlights - 2022
• Ascension - Product Brochure - 2022
• PH - Medicare Slide Deck - 2022
• AARP - Medicare Slide Deck - 2022
• WellCare - Medicare Slide Deck - 2022
• HAP - Medicare Slide Deck - 2022
• Aetna - Medicare Slide Deck - 2022
• United Concordia - Product Brochure - 2022
• United Concordia - Contracting Email Example
• The Standard Dental - Product Brochure - 2022
• Mutual of Omaha - Level 5 - Compensation
• HAP - MAPD Promotion - 2022 AEP
• OEP AEP - Client Communication - Sample

Ancillary Documents

• Assurity - Comp Level - IS 55
• Assurity - Comp Level - IS 60
• Assurity - Comp Level - IS 65

Group Documents

EBCP Documents

• EBCP - Stock Allocation Presentation - 2022
• EBCP - Agent Worksheet - Sample
• EBCP - DWAC Form
• EBCP - DWAC Form - Instructions
• EBCP - DRS Form
• EBCP - DRS Form - Instructions

Communication Documents

• Life Secure Campaign - 03092022

Technology Documents

• Trusty.Care - Deep Dive Training Agenda - 2023

PH U65 SBC - 2024 

• Enhanced Gold
• Standard Gold
• Balanced Silver
• Balanced Silver - 94
• Balanced Silver - 87
• Balanced Silver - 73
• Premier Silver
• Premier Silver - 94
• Premier Silver - 87
• Premier Silver - 73
• Premier Silver - HSA
• Value Bronze - HSA
• Value Bronze

Life Secure SBC - 2024 

• Accident/Injury
• Hospital Indemnity
• Critical Illness

OneShare - Benefit Descriptions - 2024 

• Catastrophic
• Classic
• Martinera