Your Medicare clients trust you with their health coverage. But who's protecting their retirement income? 

Join Henry Monahan, VP of Sales for JSA's Eastern Region, for a masterclass on one of the most underutilized tools in an independent agent's arsenal: Annuities. Whether you're annuity-curious or ready to start cross-selling, this session will give you the confidence and language to start those conversations today. 

What We'll Cover: 

• Annuities 101: A plain-language breakdown of Fixed, Indexed, and Immediate annuities -- no jargon, no confusion, just what you need to explain them clearly to clients. 

• The Cross-Sell Opportunity: Your clients are sitting on low-interest CDs and savings accounts that are losing ground to inflation. Learn how to identify that "hidden" money and position yourself as the advisor who can help. 

• Making the Transition: A step-by-step framework for shifting the conversation from healthcare coverage to financial security naturally, and without ever feeling like a pusher. 

• Client Retention That Compounds: When you hold more than one policy per household, retention goes up. Learn how annuities create the kind of "stickiness" that protects your book of business year-round. 

Why Attend? 

• Walk away with proven scripts to open the annuity conversation with existing clients 

• Understand which clients are the best candidates and how to spot them fast 

• Build a revenue stream that keeps working for you outside of AEP 

The most successful agents don't just sell plans; they provide solutions. If you aren't talking to your clients about their retirement income, someone else will.