Hone your skills with Tactical Tuesday

All events are shown in Eastern time.

Apr
1

Why ACA with JSA?

Discover the opportunities in the ACA market during this webinar, where we'll showcase our industry expertise, diverse product suite, and the comprehensive support we provide to help agents succeed. Learn how to maximize your ACA sales potential with the right tools, resources, and guidance.

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Apr
15

Veterans and Medicare

Veterans with Medicare have insurable needs that are often overlooked. Join us for a complete review of the VA and TRICARE benefits, and how Medicare can expand access and provide extra protection (and options) when they need it the most.

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Apr
22

Cross Selling 101

Unlock hidden sales opportunities with Cross Selling 101, a webinar designed to help agents maximize client protection and grow their business. Learn how to analyze your book of business to identify gaps and introduce valuable solutions like Hospital Indemnity, Cancer/Critical Illness, Dental, Short-Term Recovery Care, and even Life and Annuities. Gain actionable strategies to enhance client relationships while increasing your revenue potential.

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Apr
29

CORE: Your Data is Powerful

Discover how CORE CRM can transform the way you manage and grow your insurance business with powerful automation, integrated client data, and seamless sales tools. This webinar will showcase CORE's game-changing features and demonstrate how it simplifies workflows, uncovers new opportunities, and keeps you ahead in a competitive market.

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Mar
25

Case Studies in Annuities

Real-world scenarios call for real solutions—and annuities can be the answer. In this webinar, our in-house annuity expert will walk you through case studies based on common client situations, demonstrating how annuities can solve financial challenges and create long-term security. Gain valuable insights into when and how to recommend annuities, so you can confidently present them as a powerful solution for your clients' needs.

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Mar
18

2025 Medicare Updates

Join us for our 2025 Medicare Updates, where we’ll break down key industry changes from this past AEP and their lasting impact on the market. We’ll cover important updates from the 2024 and 2025 CMS Final Rule, as well as the Inflation Reduction Act and its effects on Medicare Part D. Don’t miss this essential session to stay informed and ahead of the curve!

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Mar
11

DSNP 2025: Capitalizing Changes

2025 brings many changes to the Dual Special Needs Plan (DSNP) market, including new rules around election periods and integrated plan options. Join us to get the latest professional guidance so you can capitalize on these changes to help more clients and boost your business.

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Mar
4

How & Why Selling Hospital Indemnity

Unexpected hospital stays can leave clients with hefty out-of-pocket costs—but hospital indemnity plans offer a smart solution. In this webinar, you'll learn how these plans work, why they pair seamlessly with Medicare Advantage (MA) and ACA coverage, and how they can help protect your clients from financial strain while boosting your sales. Don’t miss this opportunity to expand your portfolio with a product that provides real value and peace of mind.

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Feb
25

Demystifying Annuities

We’ll break down the basics, explain their key benefits, and show you how to incorporate annuities into your portfolio to provide clients with financial security and lifetime income solutions. Whether you're new to annuities or looking to sharpen your knowledge, this session will equip you with the confidence and tools to unlock new sales opportunities and better serve your clients’ retirement needs.

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Feb
18

How to Generate Referrals

Learn proven strategies to generate high-quality referrals from satisfied clients, as well as from financial professionals like CPAs and estate planners. By building a steady stream of referrals, you’ll boost your book of business, increase retention, and create long-term growth—don’t miss this opportunity to take your sales to the next level!

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Sep
24

ACA 101

The Affordable Care Act changed the way we handle individual and family insurance sales and opened up new opportunities across the country. Join Alex Ferron to learn the essential building blocks of this marketplace including how to get started, how to capitalize on the upcoming open enrollment period, and best practices for success.

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Sep
17

MyQuote Demo

Utilizing a multi-company, multi-product quoting tool is essential to success and will elevate you above your competition - MyQuote is up to the task. Join Ashleigh Giglio for a deep-dive to learn the top ways MyQuote can increase your sales for Medicare Supplement, Hospital Indemnity, Final Expense, and Dental plans.

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Sep
10

ProShop Plus Overview

We’ve taken the ProShop to new heights! Join Chris Hagerstrom for a walkthrough of our revolutionary system and see how well it works with our Turning 65 Prospecting Program data with just a few clicks. Add in our AEP and IRA pieces and this is one webinar you don’t want to miss before the AEP!

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Aug
27

SunFire Overview

Join Edward Brady to learn all about the SunFire quoting and enrollment program, including an in-depth presentation of 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 this AEP and beyond.

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Aug
20

MyHealthPlan Overview

MyHealthPlan, JSA's online enrollment and quoting platform, is standing by to be your #1 tool this AEP. Join Eric Pearson for our upcoming training to learn all about this powerful platform and how it will save you time and keep you compliant with all your Medicare sales appointments.

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Aug
13

RetireFlo Live Demo

We’re excited to announce that RetireFlo, the most sought-after AEP client management tool, is now available through JSA’s MyHealthPlan! This AEP is going to be like no other, as changes to Medicare prescription drug coverage for 2025 will impact all MAPD & PDP clients. Utilize RetireFlo through MyHealthPlan to streamline the shopping process for your clients and SAVE YOU TIME!

RetireFlo is a simple survey you send to your clients via email or text that allows them to update their prescriptions, doctors, hospitals and pharmacies, collect permission-to-contact and the signed SOA. RetireFlo will automatically update/generate their MyHealthPlan profiles, so you’ll be ready to book appointments and quote this AEP, saving you an average of 15-30 minutes per client.

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Aug
6

Agent Resource Center Live Demo

The JSA Agent Resource Center (ARC) houses a suite of online tools and resources geared towards assisting agents and agencies to increase their sales, productivity and client relationships. Follow along with Ashleigh Giglio as she demos the power behind each of our carefully selected and crafted tools for agents.

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Jul
30

Carrier Portal Overview

Carrier portals are a treasure trove of resources that can help you better serve your clients, and help increase your sales. Join Ashleigh Giglio as she reviews the sites from our most popular carriers, and where to find the resources and answers you need.

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Jul
16

2025 Certifications Overview

Certification season is upon us, and it’s always best to get them out of the way as early as possible. Join Eric Pearson for an overview of the top carrier’s certification sites and some tips and tricks to make it through with flying colors.

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Jul
9

Get Prepared for AEP

It’s hard to believe that the next AEP is almost upon us. Certifications are being released and carriers are poised to share their 2025 sneak peeks - are you ready for the next selling season? Join Adam Hanson as he lays out a plan for what you should be doing now to make sure this year’s AEP is one for the record books.

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Jun
4

IRMAA Overview

High income clients may be hit with an Income Related Monthly Adjustment Amount (IRMAA) on their Part B and Part D premiums. Join us to learn all about IRMAA including income limits and premium amounts.

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May
21

Veterans and Medicare

Veterans with Medicare have insurable needs that are being overlooked. Join us for a complete review of VA and TRICARE benefits, and how Medicare can expand access and provide extra protection when they need it the most.

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May
7

More Than Medicare - Complete Sales Concept

We’re on a mission to change the way we insure Medicare beneficiaries. Gone are the days of providing just a singular solution for Medicare coverage, it’s just not enough anymore. Join Eric Pearson as he shows you how to do More Than Medicare to provide the protection your clients truly need, and how you can unlock new opportunities like never before.

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Apr
23

ProShop Plus Demo

We’ve taken the ProShop to new heights! Join Chris Hagerstrom for a walkthrough of our revolutionary system and see how well it works with our Turning 65 Prospecting Program data with just a few clicks. This is one webinar you don’t want to miss.

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Apr
9

Grassroots Marketing

One of the most powerful resources for new business can come right from your own neighborhood. Let Andrea Johnson teach you about the vast opportunities with community marketing and how to find unique relationships in your own backyard.

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