Eastern Region Events

All events listed in Eastern time

Jun
5

Miami, FL- Left in the Dark by your Brokerage?

If you’re not getting the support, tools, or service you need to succeed with your current brokerage, you’re not alone—and you deserve better.

Join us for an exclusive Lunch & Learn meeting in your area, where we’re bringing the full power of JSA + UnitedHealthcare directly to you.

At this can’t-miss event, you’ll get:

  • A spotlight on JSA’s industry-leading tools, support, and technology that fuel agent success

  • A deep dive into UnitedHealthcare’s Medicare plans with local sales managers who know your market

  • A delicious lunch—on us!

  • A chance to win Apple AirPods (one lucky attendee at each event!)

Whether you’re looking for a fresh start, considering new options, or just want to level up your Medicare game, this event will show you what’s possible when you partner with the right team.

Spots are Limited—Reserve your Seat Today!

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Jun
3

Left in the Dark by your Brokerage? FL

If you’re not getting the support, tools, or service you need to succeed with your current brokerage, you’re not alone—and you deserve better.

Join us for an exclusive Lunch & Learn meeting in your area, where we’re bringing the full power of JSA + UnitedHealthcare directly to you.

At this can’t-miss event, you’ll get:

  • A spotlight on JSA’s industry-leading tools, support, and technology that fuel agent success

  • A deep dive into UnitedHealthcare’s Medicare plans with local sales managers who know your market

  • A delicious lunch—on us!

  • A chance to win Apple AirPods (one lucky attendee at each event!)

Whether you’re looking for a fresh start, considering new options, or just want to level up your Medicare game, this event will show you what’s possible when you partner with the right team.

Spots are Limited—Reserve your Seat Today!

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May
29

Fort Myers, FL - Aetna Retail Training

Are you unsure how to make the most of retail or community marketing opportunities? Whether you’ve struggled to gain traction or haven’t yet dipped your toe into these environments, this training is for you.

Join us on Thursday, May 29th at 11:30am in our Fort Myers office for an interactive, hands-on session featuring:

  • Retail-style kiosk demo from Anthony Idaspe, SWFL Broker Manager with Aetna

  • Live roleplay scenarios with a rep from Dedicated Medical

  • Best practices to boost engagement, build confidence, and drive results

  • Lunch with the Aetna, Dedicated, and JSA team!

This isn’t a lecture – it’s a chance to practice, refine, and walk away with real strategies that work in the field.

Space is limited, so register today and get ready with the support of Aetna and JSA!

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May
14

Fort Myers, FL - Core Launch/Provider Roundup

We’re wranglin’ up something BIG in Fort Myers, and you’re on the guest list!

Join us Wednesday, May 14th at The Ranch Concert Hall & Saloon for a Western-style CORE CRM Launch Party & Provider Roundup you won’t want to miss!

We’re debutin’ CORE, the all-in-one CRM built for independent agents who want to lasso more sales, streamline their business, and ride into a more productive future. We’ll show you how CORE bring together everything you need – client data, sales tools, automation, and insight – all under one roof.

But that ain’t all…

We’re also hostin’ a Provider Roundup, featuring many of our top local provider partners, including Galenus Group, Axel Health, Max Health, Dedicated Senior Medical Center, ArchWell Health, Millennium Physicians Group, and special guest Anthony Idaspe from Aetna. It’s your chance to build relationships, uncover new referral opportunities, and strengthen your presence in the Southwest Florida market.

PLUS:

  • Enjoy complimentary line dancing lessons

  • Several exciting raffles

  • Drinks, bites, and boot-stopmin’ fun

So dust off those boots and grab your hat – this hootenanny is where business meets boot-scootin’f fun. Space is limited, so don’t delay – get yourself registered today!

Remember to wear your best western attire! See y'all there!

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May
7

Virginia Beach, VA- Are You Partnered with an FMO You Can Count On?

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success - including our partners from Anthem!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

We’re here to help you grow—let’s get started together!

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May
6

Richmond, VA- Are You Partnered with an FMO You Can Count On?

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success - including our partners from UHC!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

We’re here to help you grow—let’s get started together!

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May
1

Macon, GA - Aetna & JSA

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success - including our partner from Aetna, David Roberts!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

Spaces are limited, so don’t wait!

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Apr
30

Buford, GA - Aetna & JSA

Let’s get to know each other over a fantastic meal! Join JSA and Aetna for an exclusive event where we’ll discuss new opportunities, top-tier resources, and strategies to grow your business in 2025.

What’s on the table?

• A delicious meal in great company

• Insights on Aetna’s competitive Medicare products

• Exclusive access to JSA’s powerful tools & support

Come hungry for knowledge, networking, and new opportunities – we can’t wait to meet you!

Seating is limited – RSVP now to save your spot

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Apr
29

Savannah, GA - Aetna & JSA

Join JSA and Aetna for an exciting afternoon on a Savannah Riverboat Cruise!

Did your current FMO leave you high and dry last AEP? Do you feel like you were "Sent down the river"?

Let JSA East Region's Catalina Liebman show you the tools and support that make us the perfect partner for you to help navigate the rapids of growing your Medicare agency. You’ll also get the chance to meet your local Aetna sales leadership and hear about what made their plans so competitive in the market this past AEP and onward. This is one event you won’t want to miss.

Don't miss the boat! Join us!

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Apr
22

Miami, FL - JSA & Aetna Spanish

¡Innova, Conecta, Triunfa!

¿Está seguro de que tu Organización de Marketing te está brindando todo lo que necesitas para tener éxito en el mercado de Medicare de hoy?

Con los recientes cambios y desafíos en la industria, ahora es el momento de evaluar si tu asociación actual realmente está ayudandote a que tu negocio prospere.

Te invitamos a unirte con nosotros para una reunión exclusiva de acceso total donde usted:

  • Conocerá nuestro inigualable soporte administrativo que te libera tiempo para enfocarse en tus clientes

  • Herramientas y tecnología de vanguardia que optimizan sus operaciones y le ayudan a crecer.

  • Descubrirá estrategias y oportunidades diseñadas para elevar su negocio. ¡Incluyendo a nuestro socio de Aetna!

  • Conoce a las personas dedicadas a su éxito.

En Jack Schroeder and Associates (JSA), nos enorgullecemos de ser el socio en el que siempre puedes confiar para ofrecer resultados y apoyar tus objetivos.

¡Los espacios son limitados, así que no espere!

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Apr
16

Lakewood Ranch, FL - UHC and JSA SEP Kickoff

Join us on April 16th in Lakewood Ranch for an exclusive UHC & JSA SEP Kickoff training! Learn how to leverage Special Enrollment Period (SEP) opportunities and master year-round Medicare sales strategies to grow your business.

Jody Augustine from UnitedHealthcare will provide key insights on the latest SEP opportunities, year-round selling techniques, and industry updates to keep you ahead of the competition.

Don’t miss this opportunity to gain valuable knowledge, connect with industry peers, and fuel your success. Seats are limited – RSVP now!

We look forward to seeing you there!

Lunch Provided!

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Apr
15

Fort Myers, FL - UHC and JSA SEP Kickoff

Join us on April 15th in Fort Myers for an exclusive UHC & JSA SEP Kickoff training! Learn how to leverage Special Enrollment Period (SEP) opportunities and master year-round Medicare sales strategies to grow your business.

Jody Augustine from UnitedHealthcare will provide key insights on the latest SEP opportunities, year-round selling techniques, and industry updates to keep you ahead of the competition.

Don’t miss this opportunity to gain valuable knowledge, connect with industry peers, and fuel your success. Seats are limited – RSVP now!

We look forward to seeing you there!

Lunch Provided!

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Mar
27

Syracuse, NY - Excellus and JSA

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success - including our partners from Excellus!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

Spaces are limited, so don’t wait! Click below to reserve your seat and take the first step toward partnering with an FMO you can count on.

We’re here to help you grow – let’s get started together!

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Mar
26

Rochester, NY - Excellus and JSA

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success - including our partners from Excellus!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

Spaces are limited, so don’t wait! Click below to reserve your seat and take the first step toward partnering with an FMO you can count on.

We’re here to help you grow – let’s get started together!

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Mar
25

Amherst, NY - Univera Healthcare and JSA

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success - including our partners from Univera Healthcare!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

Spaces are limited, so don’t wait! Click below to reserve your seat and take the first step toward partnering with an FMO you can count on.

We’re here to help you grow – let’s get started together!

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Mar
12

Tampa FL - Are You Partnered with an FMO You Can Count On?

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success - including our partners from UHC!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

Spaces are limited, so don’t wait! Click below to reserve your seat and take the first step toward partnering with an FMO you can count on.

We’re here to help you grow – let’s get started together!

View Event →
Mar
11

Jacksonville FL - Are You Partnered with an FMO You Can Count On?

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success - including our partner from Humana!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

Spaces are limited, so don’t wait! Click below to reserve your seat and take the first step toward partnering with an FMO you can count on.

We’re here to help you grow – let’s get started together!

View Event →
Feb
27

Allentown, PA - JSA and Aetna

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success, including our partners from Aetna!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

Spaces are limited, so don’t wait! Click below to reserve your seat and take the first step toward partnering with an FMO you can count on.

We’re here to help you grow – let’s get started together!

View Event →
Feb
27

Raliegh, NC - JSA and UHC

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success - including our partner from UHC, Lauren Rooney!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

Spaces are limited, so don’t wait! Click below to reserve your seat and take the first step toward partnering with an FMO you can count on.

We’re here to help you grow – let’s get started together!

View Event →
Feb
26

Reading, PA - JSA and Aetna

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success, including our partners from Aetna!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

Spaces are limited, so don’t wait! Click below to reserve your seat and take the first step toward partnering with an FMO you can count on.

We’re here to help you grow – let’s get started together!

View Event →
Feb
25

Wilmington, NC - JSA and Aetna

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success - including our partner from Aetna, Chuck Snider!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

Spaces are limited, so don’t wait! Click below to reserve your seat and take the first step toward partnering with an FMO you can count on.

We’re here to help you grow – let’s get started together!

View Event →
Feb
25

Cranberry Township, PA - JSA and Aetna

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success, including our partners from Aetna!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

Spaces are limited, so don’t wait! Click below to reserve your seat and take the first step toward partnering with an FMO you can count on.

We’re here to help you grow – let’s get started together!

View Event →
Feb
19

Lakeland, FL - JSA and Humana

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success - including our partner from Humana, Heather Kroeger!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

Spaces are limited, so don’t wait! Click below to reserve your seat and take the first step toward partnering with an FMO you can count on.

We’re here to help you grow – let’s get started together!

View Event →
Feb
18

Orlando, FL - Meet JSA and Aetna

Are you confident that your Field Marketing Organization is giving you everything you need to succeed in today’s Medicare market? With recent changes and challenges in the industry, now is the time to evaluate whether your current partnership is truly helping your business thrive.

We invite you to join us for an exclusive all-access meeting where you’ll:

  1. Learn about our unmatched back-office support that frees up your time to focus on your clients

  2. See cutting-edge tools and technology that streamline your operations and help you grow

  3. Discover strategies and opportunities designed to elevate your business

  4. Meet the people that are dedicated to your success - including our partner from Aetna, Norma Asencio!

At Jack Schroeder and Associates (JSA), we pride ourselves on being the partner you can always count on to deliver results and support your goals.

Spaces are limited, so don’t wait! Click below to reserve your seat and take the first step toward partnering with an FMO you can count on.

View Event →
Feb
11

Fort Myers, FL - Humana Member Orientation Meeting Training

You're invited to an exclusive meeting at our Fort Myers office! Join us on Tuesday, February 11th at 10:00 AM, where Rob Anania from Humana will share valuable insights on:

  • Leveraging Member Orientation Meetings (MOM Meetings) to strengthen member retention.

  • Mining your current book of business for untapped opportunities and referrals.

This is a must-attend session for agents looking to grow their business and deepen client relationships.


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Jan
29

Fort Myers, FL - Humana Member Orientation Meeting Training

You're invited to an exclusive meeting at our Fort Myers office! Join us on Wednesday, January 29th at 10:00 AM, where Rob Anania from Humana will share valuable insights on:

  • Leveraging Member Orientation Meetings (MOM Meetings) to strengthen member retention.

  • Mining your current book of business for untapped opportunities and referrals.

This is a must-attend session for agents looking to grow their business and deepen client relationships.

REGISTRATION is CLOSED - stay tuned for another opportunity to learn about MOM meetings in the near future.

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Oct
29

GTL's Indemnity Plus Elite Training

Are subtle copay changes dominating your AEP? Are you looking for ways to max out your client persistency and give you more time for growth?

It’s time to meet GTL’s Indemnity Plus ELITE hospital indemnity plan!

EVERY Medicare Advantage client should have the added protection of “The Industry’s Best Hospital Indemnity Coverage”. For an affordable monthly premium, your clients will be insulated from any unexpected, high-ticket items like inpatient stays, ER visits, outpatient surgery, etc., and drastically reduce the impact that line-item copay changes will have on their coverage. This gives them the best of both worlds – affordable coverage and year-over-year consistency with the coverage they know and trust.

We’re excited to invite you to learn more about all the benefits of GTL’s industry-leading plan and how you can boost your revenue at an information-packed virtual training. Hear from Demetri Simos, Asst. Vice President of Sales at GTL, how adding this simple benefit to your client’s coverage will insulate your book of business from any of the changes happening in the Medicare world. This is one event you won’t want to miss!

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Aug
13

Orlando, FL - AEP Expo at Topgolf

We're teeing off with a whole new approach to give you more face time with the broker managers and provider groups who are pivotal to your success. Aetna, Cigna, Devoted, Florida Blue, Humana, UnitedHealthcare, and many more will be on the green to discuss local marketing opportunities, co-ops, and plans for the 2025 AEP season. Together, we'll help you craft a winning game plan and have a ball. This is NOT your typical rollout meeting—prepare for a hole-in-one experience!

Lunch & Golf included.

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Aug
8

Tampa, FL - AEP Expo at Topgolf

We're teeing off with a whole new approach to give you more face time with the broker managers and provider groups who are pivotal to your success. Aetna, Cigna, Devoted, Florida Blue, Humana, UnitedHealthcare, and many more will be on the green to discuss local marketing opportunities, co-ops, and plans for the 2025 AEP season. Together, we'll help you craft a winning game plan and have a ball. This is NOT your typical rollout meeting—prepare for a hole-in-one experience!

Lunch & Golf included.

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Aug
6

Fort Myers, FL - AEP Expo at Topgolf

We're teeing off with a whole new approach to give you more face time with the broker managers and provider groups who are pivotal to your success. Aetna, Cigna, Florida Blue, Humana, UnitedHealthcare, Wellcare, and many more will be on the green to discuss local marketing opportunities, co-ops, and plans for the 2025 AEP season. Together, we'll help you craft a winning game plan and have a ball. This is NOT your typical rollout meeting—prepare for a hole-in-one experience!

Lunch & Golf included.

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Jun
27

Pittsburgh, PA - Lunch & Learn with Pittsburgh's Newest MA Carrier, Devoted Health

Devoted Health, the fastest growing Medicare Advantage carrier in the nation, is expanding into Pittsburgh and Western PA in 2025 and we want you to join us for a special Lunch & Learn event. This is you chance to connect with the Devoted and JSA teams and discover why they will be a must-have this AEP. You’ll learn:

  • Why member satisfaction is 6x the industry average

  • How 62% of their members refer their plans to a friend or family

  • Ease of doing business, including real-time application tracking & weekly commissions

  • Quote and Enroll through JSA’s powerful MyHealthPlan platform

  • Access to digital and print marketing, community partnerships, and more!

We’re excited about Devoted Health, and you should be too. Register today to reserve your spot.

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