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United Health Group Code of Conduct

The UnitedHealth Group Code of Conduct: Our Principles of Ethics & Integrity ("The Code") is a core element of UnitedHealth Group’s compliance program and provides guidelines that help us achieve the highest standards of ethical behavior. The Code of Conduct can also be accessed on the UnitedHealth producers Agent website home page under the Documents and Links section.

Social Media Cheat Sheet

CMS considers some forms of contact via social media to be prohibited unsolicited electronic communication.

Kelly Simonson

More than two decades of dedication to the insurance industry helped Kelly move from the mailroom of an agency to becoming an agent in the field.

United Healthcare 2018 Medicare Advantage Plan - NC

United Healthcare 2018 Medicare Advantage Plan - NC

UnitedHealthCare July National Training Calendar

UnitedHealthCare July National Training Calendar

2020 New Business Submission Cheat Sheet MA/MAPD/PDP

Please Note:

1. All agents must be certified and appointed to write business

2. 48 Hour submission clock begins when the agent signs and dates the application

2020 New Business Submission Cheat Sheet - Medicare Supplement

2020 New Business Submission Cheat Sheet for Medicare Supplement

Jim Summers

As President of Senior Market Sales, Inc., Jim Summers is responsible for guiding the company’s strategic direction and day-to-day operations. Since joining the company in 2000, Senior Market Sales has been one of the fastest-growing marketing organizations in the industry, now with more than 30,000 independent agents under contract.

GoSMS Mobile Quoting Tools

Run Medicare Supplement quotes on your mobile phone via text and via a mobile website.

Easing the Pain of Paperwork - Suitability Form

Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?

Why Advisors are Critical to Social Security Decision - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why financial advisors are critical to Social Security decisions

Transitioning from Social Security to Income Planning - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why transitioning from Social Security to Income Planning, and the different filings

Agent Initiated Consumer Online Enrollment (AICOE®)

A CMS-compliant online enrollment process that lets you sell Medicare Advantage and PDP over the phone and Internet.