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.
Kevin
Sales Executive
TJ
Account Manager
Juline
Sales Executive
Ann
VP Sales - Senior Markets & Individual Lines