CareValue Client Stream Lead Exchange Open House

Double Tree Rochester - 1111 Jefferson Road, Rochester, NY 14623
In-Person
Multiple Days
Tuesday, May 16, 2023
10:30 am
-
1:30 pm

Questions about Client Stream Lead Exchange? We have answers!

PLEASE NOTE THE LOCATION CHANGE

Bring your laptops, notebooks and brains to receive assistance with the Client Stream Lead Exchange platform. Your CareValue team will be available to help you register for the platform, set up your platform settings, and answer any questions you may have. Find out why it is more important than ever to use this service to stay compliant with the recently announced CMS Final Rule.

Lunch will be served

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Register Here

To register for this event, please send an email to with your name, phone number, and event location/date if applicable. Thank you!


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Who we are & what we do.

Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.  

Get to know us, and see how we can help you take your business to the next level.

Learn More

Helpful Links

New Here?

We love meeting new people! Fill out the form below, and one of our sales directors will get in touch with you shortly.

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CareValue Client Stream Lead Exchange Open House

Double Tree Rochester - 1111 Jefferson Road, Rochester, NY 14623
In-Person
Multiple Days
Tuesday, May 16, 2023
10:30 am
-
1:30 pm

Questions about Client Stream Lead Exchange? We have answers!

PLEASE NOTE THE LOCATION CHANGE

Bring your laptops, notebooks and brains to receive assistance with the Client Stream Lead Exchange platform. Your CareValue team will be available to help you register for the platform, set up your platform settings, and answer any questions you may have. Find out why it is more important than ever to use this service to stay compliant with the recently announced CMS Final Rule.

Lunch will be served

Upcoming Events...

Event Details

Wellabe Tuesday Talk

Apr 29, 2025 11:00 AM
Multiple Dates
Webinar

Let’s do more, worry less, and make every day better. This open forum discussion will talk about Wellabe’s products, industry trends, and how you can prepare clients for tomorrow so they can live better today.‍

Event Details

New Agent Training

Apr 30, 2025 2:00 PM
Multiple Dates
Webinar

This week Kris will be discussing Annuities with Reggie Washington from Corebridge Financial.

Event Details

New Agent Tech Training

May 1, 2025 3:00 PM
Multiple Dates
Webinar

A brief overview of the tech platforms that CareValue provides to our agents

Event Details

Agent Weekly Update

May 2, 2025 2:00 PM
Multiple Dates
Webinar

Join CareValue's Kris Wasney as he discusses weekly updates pertaining to the senior market sector! New info each week!

Event Details

UnitedHealthcare: Trainings for Kansas UHICA Plans!

May 28, 2025 12:00 PM
Multiple Dates
Webinar

Join a refresher training on UHICA plans

Event Details

UnitedHealthcare: Trainings for Kansas UHICA Plans!

Jun 17, 2025 12:00 PM
Multiple Dates
Webinar

Join a refresher training on UHICA plans

Register Here

To register for this event, please send an email to with your name, phone number, and event location/date if applicable. Thank you!


Email:

Registration has closed.

Register >

No registration details are available.

This event has passed. Upcoming Events >
Thank you! You have registered for this event.
Oops! Something went wrong while submitting the form
Thank you! You have registered for this event.
Oops! Something went wrong while submitting the form

Add it to your calendar:

May 16, 2023 May 16, 2023 CareValue Client Stream Lead Exchange Open House Questions about Client Stream Lead Exchange? We have answers!

Meeting and/or Registration Link:
Organizer:
Additional Joining Instructions:

Double Tree Rochester - 1111 Jefferson Road, Rochester, NY 14623
Join Meeting >

Who we are & what we do.

Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.  

Get to know us, and see how we can help you take your business to the next level.

Learn More

Helpful Links

New Here?

We love meeting new people! Fill out the form below, and one of our sales directors will get in touch with you shortly.

Thank you! Your form has been received!
Oops! Something went wrong while submitting the form
CareValue Client Stream Lead Exchange Open House
May 16, 2023 10:30
May 16, 2023 13:30
Double Tree Rochester - 1111 Jefferson Road, Rochester, NY 14623
Questions about Client Stream Lead Exchange? We have answers!
 
                                              
Webinar Link (if applicable):
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