Wealth Management Partnership Program
We're here to help.
When asked about Medicare, do you have a have a high-touch solution to offer your clients?
Offer Your Clients Medicare Education and Enrollment Services Designed for High Net Worth Customers
- One-on-one client consultation in person or over the phone
- Three-way phone consultation with you and your client
- Group Medicare education seminars for clients at your office or offsite
- Annual review of client’s Medicare insurance
- Online enrollment options that are easy and convenient for clients
- Monthly educational Medicare newsletters that clients can benefit from pre-65
Who is Connexion?
Connexion is one of the largest General Agencies in the Northwest and has served the area for 30 years. Connexion supports you and your clients with a team of account executives, customer support representatives, reporting and marketing.
Ann Farrison
VP Sales - Senior Markets & Individual Lines
Kevin Peterson
Sales Executive
Juline Duff
Sales Executive
Cindy Brooks
Account Manager
TJ Claflin
Account Manager
Lori Heyne
Medicare Specialist
Huy Ngo
Data Analyst
David Lee
Marketing Manager
Miranda
Marketing Program Manager
Teresa
Account Specialist
PK
Account Specialist