Upcoming special webinar events
All events are shown in Eastern time unless otherwise noted.
Everest Legacy Series: Turn Gaps Into Big Growth
Earn More This AEP with Everest
The new Everest Legacy Series is now available to JSA agents, bringing you new ways to protect your clients—and a new opportunity to boost your production this AEP.
Earn $50 for Every Issued & Paid Application
From October 1–December 31, 2026, earn $50 for every issued and paid Everest application after reaching just five qualifying applications.
10 Apps = $500 | 20 Apps = $1,000 | 40 Apps = $2,000
With AEP right around the corner, now is the time to get contracted, learn the products and prepare to add ancillary solutions to more of your client conversations.
Meet the New Everest Legacy Series
Available through AmeriLife and its distribution partners, the Everest Legacy Series gives JSA agents access to two new ancillary solutions designed to help address gaps in clients' coverage.
Hospital Indemnity
Guaranteed Issue ages 64½–75, including riders
Daily hospital benefits up to $5,000
ER, Urgent Care, Observation & Recovery Room benefits
Optional Cancer, Outpatient Surgery, SNF, Ambulance, Rx and other riders
7% household discount (roommate)
Cancer, Heart Attack & Stroke
Issue ages 18–90
Benefits up to $100,000
Built-in recurrence & restoration benefits
Flexible riders, including Critical Illness and Return of Premium
Unique Radiation, Chemotherapy & Experimental Treatment benefit
ACA Open Enrollment: Prepare, Position, Perform
Prepare for the 2027 ACA Open Enrollment Season
ACA Open Enrollment is approaching, and the market continues to evolve. Join JSA’s Individual & Family Health team on Tuesday, October 13, from 1–3 p.m. EST for a focused session designed to help you understand what’s changing and prepare your business for the season ahead.
We’ll break down the latest ACA developments, including:
The 2027 ACA landscape — CMS regulations, compliance updates, identity verification, enrollment documentation requirements and changing enrollment workflows
The agent moratorium — what the new CMS moratorium means, why it primarily affects FFM states and where recruiting opportunities remain
Carrier and market opportunities — expansions, exits, market disruption and areas presenting potential growth opportunities
Resources for agents and agencies — enrollment platforms, compliance resources, training materials and operational support to help you prepare before Open Enrollment
You’ll also hear from several of JSA’s carrier and vendor partners, including RetireFlo, HealthSherpa, Anthem, Molina and more!
Whether ACA is already a core part of your business or you’re looking to grow your Individual & Family Health production, this webinar will help you head into Open Enrollment with a clearer understanding of the market, available resources and opportunities ahead.
Finding Annuity Opportunities in your Medicare Book
What if your next annuity opportunity is already in your Medicare book?
You’ve already done the hard part: earning your clients’ trust. Now, learn how to turn those established Medicare relationships into new opportunities to help clients protect their retirement income—and grow your business beyond Medicare.
During this practical webinar, you’ll learn how to:
Identify Medicare clients who may be strong candidates for annuities
Recognize natural openings for retirement-income conversations
Transition from Medicare to annuities without sounding pushy
Prioritize outreach within your existing book
Create year-round revenue while strengthening client retention
You don’t need to chase a new list of leads. The right opportunities may be hiding in plain sight among clients who already know and trust you.
We hope you’ll join us!
Annuities 101 - Annuities, What and Why
The Medicare landscape is changing. With lower commissions, more non-commissionable plans, and increasing pressure on agent revenue, now is the time to explore new ways to grow your business.
Attend Annuities 101 on July 29 for an introduction to one of the most overlooked opportunities for expanding your business beyond Medicare. Whether you're new to annuities or simply looking to better understand how they fit into your sales strategy, this webinar will provide practical, straightforward guidance to help you get started.
In this session, you'll learn:
The fundamentals of fixed, fixed indexed, and immediate annuities
How to identify Medicare clients who may benefit from an annuity conversation
Practical ways to transition from healthcare discussions to retirement income planning
Strategies for diversifying your product portfolio as the Medicare market evolves
How additional product offerings can strengthen client relationships and support long-term business growth
Reserve Your Seat!
JSA Tech Tuesdays: Master your Tools with RetireFlo
Are you getting the most out of the technology available to your agency?
The tools you use every day can have a major impact on efficiency, client experience, and business growth—but only if you're using them to their full potential.
That's why we've launched JSA Tech Tuesdays, a new webinar series designed to help agents better understand and maximize the platforms that power their business.
Join us on September 29th for RetireFlo, where you'll learn how to make the most of this Medicare and ACA intake and client retention platform before AEP begins. RetireFlo helps simplify quoting and enrollment while saving valuable time throughout the client journey.
The JSA Tech Tuesdays series will feature a lineup of leading technology partners, each offering unique solutions to help agents work more efficiently, better serve their clients, and stay competitive in today's market.
Reserve your spot for the webinar and mark your calendar for the rest of the JSA Tech Tuesdays series.
Ask Marketing: Open Office Hours 9/24
Have a social media question? Need help with ProShop? Looking for fresh marketing ideas?
JSA Marketing Office Hours are your chance to connect directly with the JSA Marketing team and get answers, ideas and hands-on help with the marketing tools and resources available to you.
There’s no formal presentation or agenda—just bring your questions and drop in! Whether you need help creating social content, navigating ProShop, finding the right marketing resource or brainstorming your next idea, we’re here to help.
Come with a question, an idea, or even something you’re stuck on. We’ll help you find the answer and make the most of JSA’s marketing tools.
We hope to see you there!
Your Medicare Advantage Starts Here: Inside HealthSherpa 9/24
Get to Know HealthSherpa for Medicare Before AEP
AEP is almost here. Now is the time to get comfortable with the tools that can help you manage your Medicare business more efficiently.
Whether HealthSherpa is new to you or you're ready to start incorporating it into your workflow, these sessions will give you an opportunity to see the platform in action and get your questions answered.
During the training, we'll explore:
How HealthSherpa for Medicare works and how to get started
Ways to incorporate the platform into your AEP workflow
How HealthSherpa integrates with AgencyBloc to help create a more connected agent experience
Tips for getting comfortable with the system before AEP begins
Live Q&A with the HealthSherpa team
JSA Tech Tuesdays: Master Your Enrollment with MyHealthPlan
Are you getting the most out of the technology available to your agency?
The tools you use every day can have a major impact on efficiency, client experience, and business growth—but only if you're using them to their full potential.
That's why we've launched JSA Tech Tuesdays, a new webinar series designed to help agents better understand and maximize the platforms that power their business.
Join us on September 22nd for MyHealthPlan, where you'll discover how powerful comparison tools can help simplify complex coverage decisions, build client trust, and create a smoother enrollment experience.
The JSA Tech Tuesdays series will feature a lineup of leading technology partners, each offering unique solutions to help agents work more efficiently, better serve their clients, and stay competitive in today's market.
Reserve your spot for the webinar and mark your calendar for the rest of the JSA Tech Tuesdays series.
Your Medicare Advantage Starts Here: Inside HealthSherpa 9/16
Get to Know HealthSherpa for Medicare Before AEP
AEP is almost here. Now is the time to get comfortable with the tools that can help you manage your Medicare business more efficiently.
Whether HealthSherpa is new to you or you're ready to start incorporating it into your workflow, these sessions will give you an opportunity to see the platform in action and get your questions answered.
During the training, we'll explore:
How HealthSherpa for Medicare works and how to get started
Ways to incorporate the platform into your AEP workflow
How HealthSherpa integrates with AgencyBloc to help create a more connected agent experience
Tips for getting comfortable with the system before AEP begins
Live Q&A with the HealthSherpa team
JSA Tech Tuesdays: Master Your Enrollment with Sunfire
Are You Getting the Most Out of Your Technology Before AEP?
The tools you use every day can have a major impact on efficiency, client experience, and business growth—but only if you're using them to their full potential.
With Annual Enrollment Period (AEP) approaching, now is the time to make sure your technology is helping you work smarter, stay organized, and prepare for a successful enrollment season.
Join us on September 15th for SunFire, where you'll learn how to leverage this powerful enrollment and quoting platform to streamline plan selection, enhance the client experience, and confidently guide beneficiaries through their Medicare coverage options.
The JSA Tech Tuesdays series features leading technology partners that can help agents improve efficiency, strengthen client engagement, and build a more scalable business ahead of AEP.
Reserve your spot for the webinar and mark your calendar for the rest of the JSA Tech Tuesdays series as you prepare for your strongest AEP yet!
Ask Marketing: Open Office Hours 9/10
Have a social media question? Need help with ProShop? Looking for fresh marketing ideas?
JSA Marketing Office Hours are your chance to connect directly with the JSA Marketing team and get answers, ideas and hands-on help with the marketing tools and resources available to you.
There’s no formal presentation or agenda—just bring your questions and drop in! Whether you need help creating social content, navigating ProShop, finding the right marketing resource or brainstorming your next idea, we’re here to help.
Come with a question, an idea, or even something you’re stuck on. We’ll help you find the answer and make the most of JSA’s marketing tools.
We hope to see you there!
Under 65 101 - 9/10
Unlock the Under 65 Market with Affordable Care Act (ACA) and Short-Term Medical (STM) Plans
If you’re looking to tap into a growing market outside of Medicare, this is a great place to start.
Join us for Under 65 101, a practical webinar designed to help you understand and confidently sell under-65 health coverage—including both ACA and STM solutions.
Whether you’re new to the space or looking to sharpen your approach, this session will give you the fundamentals and real-world insights you can actually use.
What You’ll Learn
✅The basics of ACA—eligibility, enrollment, and how it fits into your sales strategy
✅When and how to position STM as a flexible alternative
✅Cross-selling opportunities that can increase your overall revenue
✅Simple, effective ways to start conversations with under-65 clients
✅Where the biggest opportunities are right now—and how to take advantage of them
Breaking into the under-65 market doesn’t have to be complicated.
With the right knowledge and approach, it can become a strong, steady addition to your business. Get the tools you need to grow your under 65 business!
Charting the Course - National Webinar
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 market changes, uncover new opportunities and move confidently into enrollment season.
WHAT WE’LL 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!
Finding Annuity Opportunities in your Medicare Book
What if your next annuity opportunity is already in your Medicare book?
You’ve already done the hard part: earning your clients’ trust. Now, learn how to turn those established Medicare relationships into new opportunities to help clients protect their retirement income—and grow your business beyond Medicare.
During this practical webinar, you’ll learn how to:
Identify Medicare clients who may be strong candidates for annuities
Recognize natural openings for retirement-income conversations
Transition from Medicare to annuities without sounding pushy
Prioritize outreach within your existing book
Create year-round revenue while strengthening client retention
You don’t need to chase a new list of leads. The right opportunities may be hiding in plain sight among clients who already know and trust you. We hope you’ll join us!
Let's Talk ACA!
Welcome to Let’s Talk ACA! – the podcast where the Affordable Care Act meets real talk, hot takes, and insider moves!
Now in our second year, we’re continuing to keep agents informed and ready for whatever the ACA market brings next – from carrier changes and commission shifts to evolving regulations and market updates.
Join Kathi Wilson and Alex Ferron, JSA’s top Individual & Family Health experts, for this live monthly podcast as they break down the headlines, share proven sales strategies, and give you the tools and insight to make the most of every ACA season.
Whether you’re writing your first ACA plan or leading a team of top producers, Let’s Talk ACA! is your go-to resource for staying sharp, staying compliant, and staying ahead.
No fluff. No politics. Just the power of healthcare, decoded.
Ask Marketing: Open Office Hours 8/27
Have a social media question? Need help with ProShop? Looking for fresh marketing ideas?
JSA Marketing Office Hours are your chance to connect directly with the JSA Marketing team and get answers, ideas and hands-on help with the marketing tools and resources available to you.
There’s no formal presentation or agenda—just bring your questions and drop in! Whether you need help creating social content, navigating ProShop, finding the right marketing resource or brainstorming your next idea, we’re here to help.
Come with a question, an idea, or even something you’re stuck on. We’ll help you find the answer and make the most of JSA’s marketing tools.
We hope to see you there!
Under 65 101
Unlock the Under 65 Market with Affordable Care Act (ACA) and Short-Term Medical (STM) Plans
If you’re looking to tap into a growing market outside of Medicare, this is a great place to start.
Join us for Under 65 101, a practical webinar designed to help you understand and confidently sell under-65 health coverage—including both ACA and STM solutions.
Whether you’re new to the space or looking to sharpen your approach, this session will give you the fundamentals and real-world insights you can actually use.
What You’ll Learn:
✅The basics of ACA—eligibility, enrollment, and how it fits into your sales strategy
✅When and how to position STM as a flexible alternative
✅Cross-selling opportunities that can increase your overall revenue
✅Simple, effective ways to start conversations with under-65 clients
✅Where the biggest opportunities are right now—and how to take advantage of them
Breaking into the under-65 market doesn’t have to be complicated.
With the right knowledge and approach, it can become a strong, steady addition to your business. Get the tools you need to grow your under 65 business!
Athene Products and Portal Overview
Athene was the leading indexed annuity carrier by premium in 2025—and for good reason.
As one of the nation's leading retirement services companies, Athene offers innovative annuity solutions backed by financial strength and a commitment to helping individuals retire with confidence.
In this introductory webinar, you'll get a closer look at the products, tools, and resources that make Athene a valuable addition to your annuity portfolio.
Topics we'll cover include:
An overview of Athene's indexed annuity product portfolio
How Athene's solutions can support your retirement planning conversations
How to navigate the Athene agent portal and access key sales resources
Where to find tools and materials to help you better serve your clients
Don't miss this opportunity to learn how Athene's products and resources can help you grow your annuity business.
Let's Talk ACA! 8/6
Welcome to Let’s Talk ACA! – the podcast where the Affordable Care Act meets real talk, hot takes, and insider moves!
With everything happening in the ACA market - from carrier expansions to commission shifts to the uncertainty of premium subsidy extensions - agents need more than just updates… they need insight.
That’s where we come in.
Join Kathi Wilson and Alex Ferron, JSA’s top Individual & Family Health experts, for this live monthly podcast as they break down the headlines, share proven sales strategies, and give you the tools to dominate ACA season like a pro.
No fluff. No politics. Just the power of healthcare, decoded.
Whether you’re writing your first ACA plan or leading a team of top producers, this podcast is your go-to resource for staying sharp, staying compliant, and staying ahead.
Get to Know Revol One - A Product and Portal Overview
Looking to expand your annuity offerings? Join Get to Know Revol One on July 30 to see how this growing carrier can help you better serve clients while building your business.
This webinar will introduce Revol One’s annuity lineup, including Multi-Year Guaranteed Annuities (MYGAs) and Fixed Indexed Annuities (FIAs), and show how they can support retirement income strategies and client conversations.
Why Agents Are Taking a Closer Look at Revol One:
Competitive MYGA rates and innovative Fixed Indexed Annuity solutions
Agent-first service backed by responsive sales support
A commitment to stable renewal rates and long-term value
Retirement solutions available in 49 states
Whether you're new to annuities or exploring additional carrier options, this session offers a clear, practical overview of what Revol One brings to the table.
Annuities 101 - Annuities, What and Why
The Medicare landscape is changing. With lower commissions, more non-commissionable plans, and increasing pressure on agent revenue, now is the time to explore new ways to grow your business.
Attend Annuities 101 on July 29 for an introduction to one of the most overlooked opportunities for expanding your business beyond Medicare. Whether you're new to annuities or simply looking to better understand how they fit into your sales strategy, this webinar will provide practical, straightforward guidance to help you get started.
In this session, you'll learn:
The fundamentals of fixed, fixed indexed, and immediate annuities
How to identify Medicare clients who may benefit from an annuity conversation
Practical ways to transition from healthcare discussions to retirement income planning
Strategies for diversifying your product portfolio as the Medicare market evolves
How additional product offerings can strengthen client relationships and support long-term business growth
Reserve Your Seat!
JSA Tech Tuesdays: Master your Tools with Sunfire
Are You Getting the Most Out of Your Technology Before AEP?
The tools you use every day can have a major impact on efficiency, client experience, and business growth—but only if you're using them to their full potential.
With Annual Enrollment Period (AEP) approaching, now is the time to make sure your technology is helping you work smarter, stay organized, and prepare for a successful enrollment season.
Join us on July 21st for the SunFire webinar, where you'll learn how to leverage this powerful enrollment and quoting platform to streamline plan selection, enhance the client experience, and confidently guide beneficiaries through their Medicare coverage options.
The JSA Tech Tuesdays series features leading technology partners that can help agents improve efficiency, strengthen client engagement, and build a more scalable business ahead of AEP.
Reserve your spot for the webinar and mark your calendar for the rest of the JSA Tech Tuesdays series as you prepare for your strongest AEP yet.
JSA Tech Tuesdays: Master your Tools with RetireFlo
Are You Getting the Most Out of Your Technology Before AEP?
The tools you use every day can have a major impact on efficiency, client experience, and business growth—but only if you're using them to their full potential.
With Annual Enrollment Period (AEP) approaching, now is the time to make sure your technology is helping you work smarter, stay organized, and prepare for a successful enrollment season.
Join us on July 14 for Streamline Your Client Intake with RetireFlo, where you'll learn how to make the most of this Medicare and ACA intake and client retention platform before AEP begins. RetireFlo helps simplify quoting and enrollment while saving valuable time throughout the client journey.
With a simple survey sent by email or text, clients can quickly update their prescriptions, doctors, hospitals, and pharmacies. That information automatically updates their MyHealthPlan profile and generates a completed Scope of Appointment (SOA), helping you streamline data collection and stay prepared for enrollment season.
The JSA Tech Tuesdays series features leading technology partners that can help agents improve efficiency, strengthen client engagement, and build a more scalable business ahead of AEP.
Reserve your spot for the webinar and mark your calendar for the rest of the JSA Tech Tuesdays series as you prepare for your strongest AEP yet.
The Ultimate Cross-Sell: Why You Need UH1 Hospital Indemnity
Hospital Indemnity might not be the first product that comes to mind when you're helping clients, but it could be one of the easiest ways to add value and grow your sales.
Jerry Wagner from UnitedHealthcare ONE will share why Hospital Indemnity continues to be one of the most overlooked cross-selling opportunities in the market and how a simple conversation can help clients gain additional protection while helping you grow your business. You'll walk away with practical strategies you can start using right away.
In this webinar, you'll learn:
Why Hospital Indemnity is a natural cross-sell opportunity alongside major medical plans
How supplemental coverage helps address clients' concerns about unexpected out-of-pocket hospital expenses
Key product features and positioning strategies from UnitedHealthcare ONE
How to introduce Hospital Indemnity without adding complexity to the sales process
Sales conversation tips to identify opportunities, increase client value, and improve retention
Looking for a simple way to add value to every client interaction? Discover how Hospital Indemnity can help strengthen coverage, improve retention, and create additional sales opportunities.
Under 65 101 - 7/9
Unlock the Under 65 Market with Affordable Care Act (ACA) and Short-Term Medical (STM) Plans
If you’re looking to tap into a growing market outside of Medicare, this is a great place to start.
Join us for Under 65 101, a practical webinar designed to help you understand and confidently sell under-65 health coverage—including both ACA and STM solutions.
Whether you’re new to the space or looking to sharpen your approach, this session will give you the fundamentals and real-world insights you can actually use.
What You’ll Learn
The basics of ACA—eligibility, enrollment, and how it fits into your sales strategy
When and how to position STM as a flexible alternative
Cross-selling opportunities that can increase your overall revenue
Simple, effective ways to start conversations with under-65 clients
Where the biggest opportunities are right now—and how to take advantage of them
Breaking into the under-65 market doesn’t have to be complicated.
With the right knowledge and approach, it can become a strong, steady addition to your business.
Get the tools you need to grow your under 65 business!
JSA Tech Tuesdays: Master your CRM Tools with CORE
Are you getting the most out of the technology available to your agency?
The tools you use every day can have a major impact on efficiency, client experience, and business growth—but only if you're using them to their full potential.
That's why we've launched JSA Tech Tuesdays, a new webinar series designed to help agents better understand and maximize the platforms that power their business.
Join us on July 7th for Master Your CRM Tools with CORE, where you'll learn how to maximize the power of CORE to streamline workflows, strengthen client relationships, and improve your overall sales and service experience.
The JSA Tech Tuesdays series will feature a lineup of leading technology partners, each offering unique solutions to help agents work more efficiently, better serve their clients, and stay competitive in today's market.
Reserve your spot for the webinar and mark your calendar for the rest of the JSA Tech Tuesdays series.
Let's Talk ACA!
Welcome to Let’s Talk ACA! – the podcast where the Affordable Care Act meets real talk, hot takes, and insider moves!
With everything happening in the ACA market - from carrier expansions to commission shifts to the uncertainty of premium subsidy extensions - agents need more than just updates… they need insight.
That’s where we come in.
Join Kathi Wilson and Alex Ferron, JSA’s top Individual & Family Health experts, for this live monthly podcast as they break down the headlines, share proven sales strategies, and give you the tools to dominate ACA season like a pro.
No fluff. No politics. Just the power of healthcare, decoded.
Whether you’re writing your first ACA plan or leading a team of top producers, this podcast is your go-to resource for staying sharp, staying compliant, and staying ahead.
The Ultimate Cross-Sell: Boosting Your Bottom Line with Ameritas
Every client conversation is an opportunity—but are you making the most of it?
While many agents focus on the primary sale, top producers know that the right ancillary products can increase client retention, strengthen relationships, and create additional revenue opportunities all year long.
Join us for The Ultimate Cross-Sell: Boosting Your Bottom Line with Ameritas, featuring Lori Terry, as we explore how dental and vision solutions can become one of the easiest and most effective additions to your sales strategy.
In this session, you'll discover:
How to uncover cross-selling opportunities during everyday client conversations
Ways dental and vision coverage can enhance your Medicare sales
What makes Ameritas a strong fit for today's senior market
Tools and resources available to help you market, enroll, and grow your business
Practical strategies to generate additional revenue without adding complexity to your sales process
Whether you're looking to increase commissions, deliver more value to your clients, or diversify your portfolio, this webinar will provide actionable ideas you can put to work immediately.
JSA Tech Tuesdays: Master Your Enrollment with MyHealthPlan
Are you getting the most out of the technology available to your agency?
The tools you use every day can have a major impact on efficiency, client experience, and business growth—but only if you're using them to their full potential.
That's why we've launched JSA Tech Tuesdays, a new webinar series designed to help agents better understand and maximize the platforms that power their business.
Join us on June 23rd for MyHealthPlan, where you'll discover how powerful comparison tools can help simplify complex coverage decisions, build client trust, and create a smoother enrollment experience.
The JSA Tech Tuesdays series will feature a lineup of leading technology partners, each offering unique solutions to help agents work more efficiently, better serve their clients, and stay competitive in today's market.
Reserve your spot for the webinar and mark your calendar for the rest of the JSA Tech Tuesdays series.
How to Grow Your Business: How to Grow Your Agency and Plan For the Future
Building your business is important. Building a business that lasts is even more valuable. As the industry continues to evolve, successful agents are thinking beyond today’s sales goals and creating long-term strategies for growth, stability, and succession.
Bill Hansen and John Gallagher of JSA’s Central Sales Team will focus on practical ways to strengthen your agency, improve retention, create scalable systems, and prepare for the future—whether that means expanding your business, building a team, or planning your eventual exit strategy.
Whether you’re a solo agent looking to grow or an established agency owner preparing for the next chapter, this session will provide actionable insights to help you move forward with confidence.
What We’ll Cover:
Building a Sustainable Agency: Learn the key habits and systems that help agencies grow consistently year after year.
Retention and Relationship Strategies: Discover ways to deepen client relationships and create long-term loyalty that strengthens your book of business.
Creating Growth Beyond AEP: Explore opportunities to generate consistent revenue throughout the year and reduce seasonal pressure.
Scaling the Right Way: Learn how to create processes and structure that support growth without overwhelming your operation.
Planning for the Future: Understand the importance of succession planning, business continuity, and preparing your agency for long-term success.
Why Attend?
Gain practical strategies to strengthen and grow your agency
Learn how top agents create more stability and consistency year-round
Understand how to prepare your business for future transitions and opportunities
Walk away with ideas you can implement immediately to support long-term growth
The most successful agencies aren’t built by accident. They’re built with intention, strategy, and a vision for the future.
JSA Tech Tuesdays: Master Your Enrollment with Sunfire
Are you getting the most out of the technology available to your agency?
The tools you use every day can have a major impact on efficiency, client experience, and business growth—but only if you're using them to their full potential.
That's why we're launching JSA Tech Tuesdays, a new webinar series designed to help agents better understand and maximize the platforms that power their business.
We're kicking off the series on June 16th with Master Your Enrollment with Sunfire, an introduction to one of the industry's leading enrollment platforms and how it can help streamline your workflow.
The JSA Tech Tuesdays series will feature a lineup of leading technology partners, each offering unique solutions to help agents work more efficiently, better serve their clients, and stay competitive in today's market.
Reserve your spot for the webinar and mark your calendar for the rest of the JSA Tech Tuesdays series.
Under 65 101
Ready to unlock new opportunities beyond Medicare? The under‑65 market is knocking—and it’s time to answer.
Join us for Under 65 101—your key to confidently opening the door to Affordable Care Act (ACA) and Short‑Term Medical (STM) sales. This practical, no‑fluff webinar walks you through how to step inside this growing market and start writing business with clarity and confidence.
Whether you’re just getting your foot in the door or looking to open it wider, this session delivers the fundamentals and real‑world insights you can actually use.
What's Behind the Door? Step inside and learn:
✅ The basics of ACA—who qualifies, when to enroll, and how it fits into your overall sales strategy
✅ When and how to open the conversation around STM as a flexible option
✅ Cross-selling opportunities that unlock additional revenue
✅ Simple, effective ways to start conversations with under-65 clients
✅ Where the biggest doors are wide open right now—and how to walk through them
Breaking into the under-65 market doesn’t have to be complicated. With the right knowledge and approach, it can become a strong, steady addition to your business.
Get the tools. Turn the key. Open the door to your under‑65 growth.
How to Grow Your Business: Under 65 (Why and How)
Your next big growth opportunity may be the market you’ve been overlooking. The under-65 market is growing fast—and agents who understand how to approach it are creating new opportunities far beyond Medicare.
In this session, Alex Ferron and Kathi Wilson will break down how ACA and Short-Term Medical (STM) products can help you build stronger client relationships, create cross-selling opportunities, and generate consistent year-round business.
Whether you’re brand new to under-65 products or looking to sharpen your strategy, this webinar will give you practical guidance you can put into action immediately.
What We’ll Cover:
ACA Basics Made Simple: Understand who qualifies, enrollment timing, and how ACA products fit into your overall business strategy.
How STM Fits Into the Conversation: Learn when and how to position Short-Term Medical as a flexible option for the right clients.
Cross-Selling Opportunities: Discover how under-65 products can create additional revenue streams and strengthen client retention.
Starting the Conversation: Learn simple, effective ways to identify and engage under-65 prospects confidently.
Where the Biggest Opportunities Are Right Now: Gain insight into today’s market trends and where agents are finding success.
Why Attend?
Learn how to confidently enter a growing market segment
Build strategies that create business outside of AEP
Walk away with practical talking points and real-world examples you can use immediately
Position yourself as a more complete resource for your clients and prospects
The most successful agents don’t wait for opportunities—they create them. The under-65 market could become one of the strongest additions to your long-term growth strategy.