Healthcare, Webinar, Sales Training, Presidio Healthcare

Presidio Health: Product Overview & Sales Strategies

On September 22, 2026, at 10 a.m. CT, TBI clients, agents, and agency owners are invited to a live, in‑depth webinar, “Presidio Health: Product Overview & Sales Strategies.” Hosted by John Ross Hopkin with special guest Belynda DiCiaccio, this exclusive session is designed to help you confidently present and sell Presidio’s FortressPlan to values‑driven clients seeking a faith‑aligned, fully regulated health insurance solution in Texas.

Why This Webinar Matters for Your Agency

Presidio Healthcare’s FortressPlan is positioned as the first Christian, pro‑life, fully regulated health insurance option in the U.S., currently available to Texas residents only (PresidioCare). For agencies serving faith‑driven individuals, families, and small businesses, this plan fills a crucial gap between traditional health insurance and unregulated health‑sharing ministries. The webinar will give you the clarity, language, and tools to bring this solution to market with confidence and integrity.

Plan Features You Need to Understand Cold

John Ross Hopkin and Belynda DiCiaccio will walk through the FortressPlan’s core design so you can clearly explain how it works at the kitchen table or in a business owner’s office. Key features include:

• $0 deductible across all tiers, immediately differentiating FortressPlan from most major medical options (PresidioCare).

• 50% coinsurance until the member reaches their annual maximum out‑of‑pocket (MOOP), then coverage kicks in at 100%.

• No policy maximums, avoiding the coverage ceilings that can expose clients to catastrophic risk in some alternatives.

• Balance rollover, where a portion of the MOOP used can roll over at renewal, rewarding healthier years.

• A nationwide provider network, giving Texas‑based members broad access to doctors and hospitals across the country.

During the webinar, you’ll see how to turn these technical details into simple, client‑friendly explanations and visuals your producers can use immediately.

Eligibility & Enrollment: What Agents Must Get Right

FortressPlan eligibility is straightforward but non‑negotiable: members must be Texas residents and aligned with Presidio’s Christian, pro‑life philosophy. The webinar will clarify how to set expectations early, so you attract the right prospects and avoid time‑wasting misfits.

Because enrollment is handled through licensed agents, the process is built around you. Expect a practical walk‑through of:

• How to initiate quotes and applications from Presidio’s “See My Price” and agent channels.

• Verifying Texas residency and values alignment without awkward conversations.

• Selecting among Elite, Secure, Value, and Essential tiers based on MOOP tolerance and budget.

• Setting expectations on effective dates, billing, and access to member portals.

Key Selling Points & Proven Sales Strategies

For direct and independent agents, the real value of this webinar is tactical. John Ross and Belynda will translate product knowledge into repeatable sales conversations. Expect guidance on:

• Positioning FortressPlan as a regulated, pro‑life alternative to health‑sharing ministries, with stronger protections and clearer benefits.

• Leading with emotional drivers—values alignment, stewardship, and protection of family—before backing it up with numbers.

• Using simple comparisons to traditional plans to highlight $0 deductibles, rollover features, and nationwide access.

• Overcoming common objections around network, cost, and “too good to be true” perceptions with clear, compliant responses.

Practical Takeaways for Agencies and Producers

Whether you’re a solo producer, a growing regional agency, or a national shop plugged into TBI, this webinar is built to be immediately actionable. You’ll walk away with:

• Talk tracks and discovery questions tailored to faith‑driven prospects in Texas.

• Ideas for integrating FortressPlan into your current portfolio and campaigns without disrupting existing carrier relationships.

• Strategies to train downline agents quickly, so your entire team can confidently present Presidio within days.

Reserve your spot for September 22 at 10 a.m CT., and give your producers a competitive edge in serving one of the fastest‑growing, most values‑conscious segments of the Texas health insurance market.