A successful AEP starts with a clear course, and JSA is here to help you map the way.
Join us online for “Charting the Course,” our 2027 AEP Kickoff webinar designed to help you navigate industry changes, prepare your business, and move confidently into the season ahead.
The JSA team will cover:
2027 CMS Final Rule Updates - Review the most important marketing and Scope of Appointment changes for this AEP, along with practical compliance tips to know before enrollment begins.
SARs and Market Changes - Understand this year’s service area reductions, their impact on existing clients and plan availability, and strategies for protecting and growing your book through market disruption.
Conducting High-Value AEP Reviews - Learn how to go beyond simply renewing coverage and use MyHealthPlan’s Active Analytics to identify opportunities and prioritize client outreach.
Diversification During the AEP Appointment - Discover natural ways to introduce ancillary products during Medicare reviews, helping clients address coverage gaps while increasing revenue per household.
Growing Beyond Medicare - Explore how life insurance and annuities can create year-round revenue, deepen client relationships and position you as a comprehensive retirement advisor—including how to begin these conversations during AEP and follow up in January.
Preparing for a Successful AEP - Leave with actionable steps you can implement now to enter AEP organized, compliant and ready to maximize every client interaction.
YOUR MAP TO AEP SUCCESS
Use these JSA resources to prepare for the journey ahead:
Expand Your Carrier Portfolio - Confirm your contracts and explore additional carrier opportunities in the markets you serve.
Equip Your Business - Visit the JSA ProShop for customizable marketing materials and resources to support your client outreach.
Strengthen Your Knowledge - Access JSA University for training and educational resources to help you sharpen your skills and knowledge of ancillary products before AEP.
Guide Better Client Conversations - Use our Medicare Decision Guide to conduct more complete annual reviews, uncover client needs, and confidently discuss coverage options.
Set your heading, gather your resources, and map your path to a successful AEP. We look forward to seeing you online!