Upcoming special webinar events
All events are shown in Eastern time unless otherwise noted.
Turn Medicare Traffic Into MYGA Sales: A Winning Strategy
Every time you help a client with their Medicare, you are handling their most sensitive asset: their health. But what about the assets they’ve spent a lifetime saving?
Right now, many of your clients are likely holding "lazy money" in low-interest savings accounts or CDs, unaware that they could be earning more while maintaining the safety they crave.
I, Becky, will hosting a specialized webinar, "Turn Medicare Traffic into MYGA Sales: A Winning Strategy," to show you how to help your clients secure their financial health as effectively as you secure their physical health.
Why this is a "Win-Win" for you and your clients:
For Your Clients: Guaranteed Peace of Mind. A Multi-Year Guaranteed Annuity (MYGA) offers a fixed interest rate—often higher than a CD—with 100% principal protection. You are helping them outpace inflation and avoid market volatility without risk.
For Your Business: Diversified Revenue. With recent shifts in Medicare commissions, adding MYGAs to your portfolio creates a steady, year-round income stream that isn't tied to AEP or OEP.
For the Relationship: Increased Retention. The more solutions you provide, the stickier the client becomes. By solving their "safe money" needs, you ensure they won't need to look for another advisor.
The Seamless Pivot: I’ll share the exact questions to ask during a Medicare review that naturally uncover MYGA opportunities—without feeling like a "salesperson."
Join me LIVE!
The Social Security Strategy: A Proven Path to More Annuity Sales for Medicare Agents
As a Medicare agent, you’ve already won the hardest battle: Trust. Your clients rely on you to navigate their healthcare, but many are still facing a massive "income gap" in their retirement that Medicare alone can't fix.
I’m hosting a specialized webinar, "Social Security Strategy: A Proven Path to More Annuity Sales” on February 25th at 2pm Eastern, to show you how to transition from "the Medicare person" to a holistic advisor who secures their entire financial future.
Social Security is the foundation of your clients' retirement, yet most don't understand how to maximize it. By helping them solve the Social Security puzzle, you naturally open the door to fixed and indexed annuity conversations.
When you talk to a client about Social Security, you aren't just discussing a monthly check—you are opening a window into their entire financial house.
Most Medicare agents stop at the Med Supp or Advantage plan, but the most successful agents know that a Social Security review is the single best way to uncover a client's need for Annuities and Life Insurance.
I’m hosting a webinar, "Social Security Strategy: A Proven Path to More Annuity Sales," to show you how to spot these high-value opportunities that are hiding in plain sight.
What we will uncover during the Social Security conversation:
The Annuity Connection: Learn how to identify "lazy money" in low-interest accounts that could be working harder (and safer) in a Fixed or Indexed Annuity to supplement Social Security gaps.
The Life Insurance "Tax Trap": Discover how to pivot from Social Security tax concerns to the tax-free death benefits and living benefits of modern Life Insurance policies.
Legacy Protection: How to address the "Survivor Benefit" drop-off—positioning Life Insurance as the essential tool to replace lost Social Security income for a surviving spouse.
Asset Maximization: Why moving a portion of a retirement nest egg into an annuity can actually lower the taxes your clients pay on their Social Security benefits.
If you aren't having these conversations, someone else will. Join me to learn how to protect your book of business and provide the holistic planning your clients deserve.
Wednesday, February 25th
2:00 PM Eastern / 11:00 AM Pacific
JSA's Newest Partner - Axonic: Equip Clients with a Competitive CD Alternative While Driving Year-Round Revenue
We’re excited to invite you to an upcoming webinar introducing Axonic, JSA’s newest carrier partner and a leader in the MYGA space – now available on the JSA annuity platform.
Join us as Axonic hosts this exclusive session to walk you through their approach, their two proprietary products, and how they can help you equip clients with a compelling alternative to CDs, while creating year-round revenue opportunities for your practice.
What You’ll Learn
Why Axonic stands out as a trusted leader in the MYGA market
How Axonic’s proprietary products fit seamlessly into today’s interest-rate environment
Ways to position MYGAs as a competitive alternative to CDs for conservative clients
How partnering with Axonic can support consistent, year-round production
Whether you’re already active in the MYGA space or looking to expand your annuity offerings, this session will give you practical insights and a first look at one of JSA’s most exciting new partnerships.
Mining Your Existing Medicare Book for Leads!
What if your next annuity opportunity is already in your Medicare book?
Most agents are so focused on new sales that they overlook one of their most valuable assets: the clints they already know, trust, and talk to regularly.
That’s exactly what we’re diving into during our upcoming webinar:
Mining Your Existing Medicare Book for Leads
Join us for a fast-paced, strategy-driven session where we’ll show you how to look at your current Medicare clients through a new lens, and identify who may be a strong fit for annuity conversations right now.
What You’ll Learn
How to evaluate your Medicare book to uncover hidden annuity opportunities
Key client indicators that signal when an annuity conversation makes sense
How to prioritize outreach without overwhelming yourself or your clients
Simple, compliant ways to transition from Medicare conversations to broader financial protection discussions
How to turn existing relationships into long-term, recurring growth
This session is designed for real-world agents – no fluff, no theory – just practical ideas you can apply immediate to the book you already have.
Tuesday, February 3rd
2:00 PM Eastern / 11:00 AM Pacific
If you’ve ever thought “I know my clients trust me, I just don’t know where to start with annuities” or “I want to grow revenue without chasing brand-new leads” then this webinar is for you!
Aetna D-SNP Overview & Resources Webinar
Dual Eligible Special Needs Plans (D-SNPs) continue to be one of the fastest-growing and most impactful opportunities in Medicare, and having the right carrier, support, and strategy makes all the difference.
This national-level session will provide a comprehensive look at why Aetna D-SNP plans are such a strong solution for dual-eligible members, and a powerful, year-round sales opportunity for agents.
What You’ll Learn
During this session, we’ll cover:
Why D-SNPs matter
Learn how D-SNP plans support individuals eligible for both Medicare and Medicaid through enhanced benefits, coordinated care, and long-term stability
Why D-SNPs are a strong product for agents
Year-round sales opportunities
High volume of eligible prospects
Tools to help you grow and retain membership
Dedicated support and consistency from Aetna
Key Aetna D-SNP differentiators
Care management and member support
Robust supplemental benefits
Strong provider networks
Stability, consistency, and broker support
Collaboration with High-Value Provider (HVP) partners
You’ll also be introduced to Aetna’s support team and the resources available to help you successfully position D-SNP plans to meet your clients’ needs.
If you’re looking to grow your book year-round, better serve dual-eligible clients, and strengthen your D-SNP strategy with a national leader, this session is for you.
We look forward to seeing you there!
Aetna C-SNP Overview & Resources Webinar
Chronic Condition Special Needs Plans (C-SNPs) are one of the strongest year-round sales opportunities in Medicare, and Aetna offers the tools, support, and stability to help agents succeed.
Join us for a focused webinar covering:
Why C-SNPs drive consistent, non-seasonal sales
Aetna C-SNP differentiators: care management, supplemental benefits, provider networks, member support, and HVP partnerships
Broker tools and resourced designed to support both growth and retention
Critical compliance guidance including PQAT completion, pended C-SNP applications, and SSBCI attestations.
This session is ideal for agents looking to expand their book, better serve chronic-condition clients, and build long-term stability in their Medicare business.
Let's Talk ACA! 11/13
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.
Allstate Short Term Webinar
Join JSA and Allstate for an exclusive webinar on October 23rd at 4:00pm EST highlighting exciting updates to the Allstate Short-Term Medical plans. With expanded coverage durations and a streamlined enrollment platform, these plans are a timely solution for clients who don’t qualify, or may no longer quality for premium subsidies through the ACA marketplace.
As a trusted name in the industry, Allstate provides confidence and reliability, and their STM offerings give you a strong product to serve an often-overlooked client need.
What you’ll learn:
Key changes to Allstate STM plans, including longer coverage periods
How STM plans can fill gaps for clients losing ACA premium subsidies
A step-by-step look at Allstate’s enrollment platform
How to position STM coverage as a valuable option for your clients
Let's Talk ACA! Fourth Episode
Welcome to Let’s Talk ACA! – the podcast where the Affordable Care Acts meets real talk, hot takes, and insider moves!
With everything happening in the ACA market – from carrier expansions to commission shifts to CMS compliance crackdowns – 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.
Fourth Episode: Thursday, October 9th
1:00pm EST
ACA 101
The Affordable Care Act (ACA), also know as Obamacare, has opened the door to one of the fastest-growing opportunities in the health insurance market. But with evolving rules and provisions, understanding the ACA can feel overwhelming.
That’s where JSA comes in.
Join us for ACA 101 – a national training session that breaks down the basics of the law, its impact on individuals, families, and employers, and how you can turn knowledge into real sales growth.
What You’ll Learn:
ACA fundamentals and key provisions
How to guide clients through the enrollment process
Strategies to identify and covert ACA sales opportunities
The tools and resources available to support your success
Whether you’re now to ACA or looking for a solid refresher, this training will give you the confidence and clarity to grow your book of business in this expanding market.
Don’t miss your change to build your ACA expertise and grow your sales!
SunFire Demo
Join us to learn all about the SunFire quoting and enrollment program, including the New Flow & BlazeSync capabilities, the call recording process and new, unique features. SunFire is always enhancing their platform to provide more carriers and capabilities so you can grow your business with ease.
MyHealthPlan: Active Analytics Demo
Introducing Active Analytics — provided to you by JSA at no cost to you!
This game-changing technology empowers you to analyze your MyHealthPlan membership. Beginning October 1st, you’ll be able to identify and prioritize members with key changes to their plans—whether those changes involve benefits, prescriptions, networks, or availability.
Active Analytics will analyze your members’ current plans and highlight any 2026 changes in:
Formulary
Pharmacy Network
Premium
Deductible
MOOP (Maximum Out-of-Pocket)
Dental
Vision
Hearing
Inpatient Hospitalization
It will also provide you with a list of members on non-commissionable or discontinued plans, so you can act quickly and strategically.
With this information at your fingertips, you can quickly support the members who need your help most and effectively organize your AEP.
We’re excited to provide this technology to our agents at no cost, and we believe it’s a true game-changer in the industry.
Want to learn more and see how you can take advantage of Active Analytics this AEP?
Join us for a live demo on Wednesday, September 17th, from 4:00–5:00 PM EST, where we’ll walk through the system and show you how it works for you.
Let's Talk ACA! Third Episode
Welcome to Let’s Talk ACA! – the podcast where the Affordable Care Acts meets real talk, hot takes, and insider moves!
With everything happening in the ACA market – from carrier expansions to commission shifts to CMS compliance crackdowns – 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.
Third Episode: Thursday, September 11th
1:00pm EST
Agent Resource Center Demo
Join us for a live demo of our Agent Resource Center, your one-stop hub for the tools, insights, and support you need to grow your business. Learn how to access key resources, streamline your workflow, and maximize your success with our platform—don’t miss this opportunity to gain a competitive edge!
CORE Demo
Get a firsthand look at CORE, our powerful new CRM built specifically for independent insurance agents to streamline your workflow, uncover new sales opportunities, and strengthen client relationships. In this live demo, we’ll walk through CORE’s key features, integrations, and automations that make managing your book of business easier than ever.
ACA 101
The Affordable Care Act (ACA), also know as Obamacare, has opened the door to one of the fastest-growing opportunities in the health insurance market. But with evolving rules and provisions, understanding the ACA can feel overwhelming.
That’s where JSA comes in.
Join us for ACA 101 – a national training session that breaks down the basics of the law, its impact on individuals, families, and employers, and how you can turn knowledge into real sales growth.
What You’ll Learn:
ACA fundamentals and key provisions
How to guide clients through the enrollment process
Strategies to identify and covert ACA sales opportunities
The tools and resources available to support your success
Whether you’re now to ACA or looking for a solid refresher, this training will give you the confidence and clarity to grow your book of business in this expanding market.
Don’t miss your change to build your ACA expertise and grow your sales!
SunFire Demo
Join us to learn all about the SunFire quoting and enrollment program, including the New Flow capabilities, the call recording process and new, unique features. SunFire is always enhancing their platform to provide more carriers and capabilities so you can grow your business with ease.
MyHealthPlan Live Demo
This AEP, you’ll need to rely on a multi-carrier platform that can provide you with accurate Medicare quotes and enrollment capabilities, keep you compliant, and make this year’s AEP as efficient as possible. That’s why you need MyHealthPlan and RetireFlo!
With RetireFlo, you’ll empower your clients to update their doctors, hospitals, pharmacies & prescriptions through a simple survey. Then, their MyHealthPlan profile will be up to date with a completed SOA and ready for you to schedule your AEP appointments – a huge time saver! Plus, with our exclusive discount, you’ll get access to the AEP’s hottest retention tool for just $29.99 per month or $299 per year when you use our JSA50 access code.
Shatter Your Sales Ceiling: A Transformative Session on the JSA Empowered Sales
Want to stand out in a crowded market? It starts with the one thing most agents overlook: your mindset.
Join us on Wednesday, August 20th at 3:00 PM ET for a special live webinar with Bill Lombardo, creator of the Empowered Sales Leader Program, as he shares how this powerful course is helping agents:
Develop Mindset Techniques for "Peak Performance" Success
Lead with clarity and confidence
Turn daily actions into long-term success
Whether you're looking to sharpen your marketing and selling skills, reduce stress, or create structure for your business heading into AEP, this program offers the tools to help you lead – and win.
Plus, you’ll learn how you can access the full program at 50% off for a limited time and get a free copy of The American Dream is a Mindset.
Don’t miss this chance to learn how small mindset shifts can lead to major breakthroughs in your business.
Reserve Your Spot Now!
Ignite Your Success with Humana's C-SNP & D-SNP Plans
Looking to fuel year-round Medicare growth and deliver meaningful value to your clients? Humana’s Special Needs Plans are the spark you need.
Join us for a dynamic session focused on Humana’s Chronic (CSNP) and Dual Eligible (DSNP) Medicare Advantage plans – two powerful solutions that can open doors to underserved markets, strengthen retention, and help you make a lasting difference in your clients’ lives.
These plans don’t just offer competitive benefits – they’re packed with purpose.
In this webinar, we’ll cover:
What sets Humana’s CSNP & DSNP plans apart from others in the market
Which chronic conditions qualify for CSNP and how to identify eligible clients
How DSNP plans support dual-eligible clients with low income and complex healthcare needs
Sales strategies and compliance tips to confidently grow your book all year long
Tools and resources to make working with Humana smooth and effective
Whether you’re new to Special Needs Plans or ready to take your success to the next level, this session will equip you with everything you need to succeed.
Let's Talk ACA! Second Episode
Welcome to Let’s Talk ACA! – the podcast where the Affordable Care Acts meets real talk, hot takes, and insider moves!
With everything happening in the ACA market – from carrier expansions to commission shifts to CMS compliance crackdowns – 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.
Second Episode: Thursday, August 14th
1:00pm EST
ARC Demo
Join us for a live demo of our Agent Resource Center, your one-stop hub for the tools, insights, and support you need to grow your business. Learn how to access key resources, streamline your workflow, and maximize your success with our platform—don’t miss this opportunity to gain a competitive edge!
JSA's First Annual Ancillary Workshop
AEP is right around the corner – and now’s the time to sharpen your cross-selling strategy!
Join us Wednesday, August 13th for a full-day Ancillary Workshop featuring top carriers and their most competitive products. Each session is just 30 minutes, so you can hop in and out based on your interests – or stay for the full experience!
You’ll walk away with:
Product insights designed to increase your AEP sales
Cross-selling strategies that complement your Medicare business
A chance to win swag from participating carriers
Access to the full event recording to revisit anytime
Can’t make it live? No worries – the webinar will be recorded!
Workshop Schedule (All Times Eastern):
11:00 AM – Ameritas with Lori Terry
11:45 AM – Aetna with Tony Clark
12:30 PM – ManhattanLife with Delys Billingslea
1:15 PM – UnitedHealth One with Jerry Wagner
2:00 PM – Break
2:45 PM – (TBD)
3:30 PM – GTL with Demetri Simos
4:15 PM – Wellabe with Jeffrey Humble
Don’t miss this chance to build your ancillary game plan before AEP hits!
Ignite Your Success with Devoted's C-SNP & D-SNP Plans
Join us for a powerful training designed to spart new opportunities in your Medicare business!
Devoted Health’s Chronic Special Needs Plans (CSNPs) and Dual Eligible Special Needs Plans (DSNPs) are more than just products, they’re powerful solutions that offer unique benefits to clients managing chronic conditions or living on a limited income. And with year-round enrollment opportunities, these plans can keep your sales pipeline glowing long after AEP.
In this webinar, you’ll learn:
How to identify the right clients for CSNP and DSNP plans
The exclusive benefits Devoted Health offers
Ways to position these plans as life-enhancing – not just cost-saving
How to turn these plans into a reliable source of year-round business
Ignite your client impact. Ignite your business success.
Don’t miss this chance to power up with Devoted Health.
ACA 101
The Affordable Care Act (ACA), also know as Obamacare, has opened the door to one of the fastest-growing opportunities in the health insurance market. But with evolving rules and provisions, understanding the ACA can feel overwhelming.
That’s where JSA comes in.
Join us for ACA 101 – a national training session that breaks down the basics of the law, its impact on individuals, families, and employers, and how you can turn knowledge into real sales growth.
What You’ll Learn:
ACA fundamentals and key provisions
How to guide clients through the enrollment process
Strategies to identify and covert ACA sales opportunities
The tools and resources available to support your success
Whether you’re now to ACA or looking for a solid refresher, this training will give you the confidence and clarity to grow your book of business in this expanding market.
Don’t miss your change to build your ACA expertise and grow your sales!
Vision & Dental Made Easy: The Humana Agent Advantage
Ready to boost your commissions and add more value for your clients? Join us on Wednesday, July 16 at 4:00 PM EDT for an exclusive webinar:
“Vision & Dental Made Easy: The Humana Agent Advantage.”
In this power-packed session, you’ll discover how to:
Simplify and strengthen your dental & vision pitch with Humana’s individual products
Cross-sell effectively to Medicare Supplement clients
Tap into bonus incentives designed to reward your efforts
Whether you’re new to ancillary sales or looking to grow your add-on revenue, this session will give you the tools and confidence to make it happen.
Don’t miss out – your next cross-sell success starts here!
Let's Talk ACA! First Episode
Welcome to Let’s Talk ACA! – the podcast where the Affordable Care Acts meets real talk, hot takes, and insider moves!
With everything happening in the ACA market – from carrier expansions to commission shifts to CMS compliance crackdowns – 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.
First Episode: Thursday, July 10th
1:00pm EST
SunFire Demo
Join us to learn all about the SunFire quoting and enrollment program, including the New Flow capabilities, the call recording process and new, unique features. SunFire is always enhancing their platform to provide more carriers and capabilities so you can grow your business with ease.
MyHealthPlan Live Demo
This AEP, you’ll need to rely on a multi-carrier platform that can provide you with accurate Medicare quotes and enrollment capabilities, keep you compliant, and make this year’s AEP as efficient as possible. That’s why you need MyHealthPlan and RetireFlo!
With RetireFlo, you’ll empower your clients to update their doctors, hospitals, pharmacies & prescriptions through a simple survey. Then, their MyHealthPlan profile will be up to date with a completed SOA and ready for you to schedule your AEP appointments – a huge time saver! Plus, with our exclusive discount, you’ll get access to the AEP’s hottest retention tool for just $29.99 per month or $299 per year when you use our JSA50 access code.
Let's Talk ACA
The ACA landscape is evolving fast – are you keeping up?
Join us on June 12th at 1 PM Eastern for a power-packed webinar designed to keep you ahead of the curve. You’ll hear directly from our ACA experts as they unpack the latest updates, market trends, and actional insights you can use to better serve your clients and grow your ACA business.
In this session, you’ll learn:
What’s new in the ACA marketplace
Trends driving consumer behavior and enrollment
Key strategies to boost your sales
Whether you’re a seasoned ACA pro or just getting started, this session will help you stay informed, confident, and competitive
ARC Demo
Join us for a live demo of our Agent Resource Center, your one-stop hub for the tools, insights, and support you need to grow your business. Learn how to access key resources, streamline your workflow, and maximize your success with our platform—don’t miss this opportunity to gain a competitive edge!
CORE Demo
Get a firsthand look at CORE, our powerful new CRM built specifically for independent insurance agents to streamline your workflow, uncover new sales opportunities, and strengthen client relationships. In this live demo, we’ll walk through CORE’s key features, integrations, and automations that make managing your book of business easier than ever.
ACA 101
The Affordable Care Act (ACA), also know as Obamacare, has opened the door to one of the fastest-growing opportunities in the health insurance market. But with evolving rules and provisions, understanding the ACA can feel overwhelming.
That’s where JSA comes in.
Join us for ACA 101 – a national training session that breaks down the basics of the law, its impact on individuals, families, and employers, and how you can turn knowledge into real sales growth.
What You’ll Learn:
ACA fundamentals and key provisions
How to guide clients through the enrollment process
Strategies to identify and covert ACA sales opportunities
The tools and resources available to support your success
Whether you’re now to ACA or looking for a solid refresher, this training will give you the confidence and clarity to grow your book of business in this expanding market.
Don’t miss your change to build your ACA expertise and grow your sales!