Jeffrey J. Rood and Associates

Jeffrey J. Rood and Associates Jeffrey J. Rood and Associates Jeffrey J. Rood and Associates

Jeffrey J. Rood and Associates

Jeffrey J. Rood and Associates Jeffrey J. Rood and Associates Jeffrey J. Rood and Associates
  • Home
  • About Jeffrey
  • Growth Snapshot
  • Steps to Success
  • Useful Documents
  • FAQ's
  • Contact Jeffrey
  • Agents
  • Training Videos
  • More
    • Home
    • About Jeffrey
    • Growth Snapshot
    • Steps to Success
    • Useful Documents
    • FAQ's
    • Contact Jeffrey
    • Agents
    • Training Videos

  • Home
  • About Jeffrey
  • Growth Snapshot
  • Steps to Success
  • Useful Documents
  • FAQ's
  • Contact Jeffrey
  • Agents
  • Training Videos

Steps to Success!

1). Complete required education

3). Register your license under my Agency: Jeffrey J. Rood and Associates LLC

2). Take your Pennsylvania License Test

You can attend live classes or take an online course. This will be an out-of-pocket expense that will be reimbursed upon registering your license under my agency. 

 * Up to $500 total combined credit towards fees. 

Click this link to get started

https://www.kaplanfinancial.com/insurance/pennsylvania/life-health/

-OR-

Enterprise Training School

 https://etrainingschool.com


 


2). Take your Pennsylvania License Test

3). Register your license under my Agency: Jeffrey J. Rood and Associates LLC

2). Take your Pennsylvania License Test

 

Click  the following link for requirements and documents needed in addition to  the completed education standards. This will be an out of pocket  expense that will be reimbursed upon registering your license under my  agency. * Up to $500 total combined credit towards fees.

https://www.insurance.pa.gov/Licensees/BeforeYouApply/Pages/Testing-Site-Information.aspx

3). Register your license under my Agency: Jeffrey J. Rood and Associates LLC

3). Register your license under my Agency: Jeffrey J. Rood and Associates LLC

3). Register your license under my Agency: Jeffrey J. Rood and Associates LLC

 

This is where you will find a world of information and tools to help you succeed in our new career.



https://www.gsnational.com/



**Please view, download, and follow the directions for "Online Contracting Instructions"t under the "Useful Documents" tab above to register as a new agent under Jeffrey J. Rood and Associates LLC 


4). Register with AHIP

3). Register your license under my Agency: Jeffrey J. Rood and Associates LLC

 

This  is also a requirement for doing business as an insurance professional.   You'll receive important updates on any changes with Medicare  Supplemental and Advantage insurance Plans.  This will be an out of  pocket expense that will be reimbursed upon registering your license  under my agency. * Up to $500 total combined credit towards fees

.  

 

Take the AHIP testing through Aetna and save $50

https://aetna.cmpsystem.com/ext/ahip/login.php?spMailingID=40111000&spUserID=MTA1ODU1MjI5Nzg5S0&spJobID=1560178991&spReportId=MTU2MDE3ODk5MQS2 


5). Take individual certifications for the healthcare plans that you plan to offer your clients.

 


Depending on your coverage area, these plans may be different, and change from year to year.

Errors and Omissions insurance must be purchased before completing these certifications. Cost is approximately $465.00


6). The ABC's of Marketing and reaching new clients.

 

  • You'll need to create a Fictitious name or Corporation.
  • Order brochures and postcard mailers.
  • A more detailed list can be found under the "Agents" tab above.
  • Accompany me on an appointment and see first hand how to present the products and answer the clients questions.


COPYRIGHT © 2022 JEFFREY J. ROOD AND ASSOCIATES LLC - ALL RIGHTS RESERVED.

724-900-4634


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