
Hone your skills with Tactical Tuesday
All events are shown in Eastern time.
AEP Action Plan: Final Rule
It’s time to Ignite Your Success this AEP with our first AEP Action Plan webinar. Join Chris Hagerstrom for a discussion on the current state of the Medicare market, impacts to the plans from the CMS Final Rule and the Inflation Reduction Act, and how you can set yourself up for success as we get ready for October 1st.
Cross Selling Annuities & Life
Diversifying your revenue should be near the top of your goals as we head into the next AEP and into 2026. Join Becky Robinson, JSA’s Director of Sales, Annuity Division, to learn the value of offering Annuity and Life Insurance planning to your agency, how to find opportunities with your current book of business, and where you can find the products, resources, and support you’ll need to make this a huge success.
AEP Action Plan: Lead Acquisition
Any time there’s change in the Medicare market it creates a huge opportunity for growth - are you ready to take advantage of it? Join us to learn how you can Ignite Your Success this AEP by filling your pipeline with new clients and prospects, finding opportunities in your local market, and valuable tools and resources in making this one of your best years yet!
AEP Action Plan: JSA's Tools & Resources to Help Grow Your Business
In our final AEP Action Plan webinar, we’re sharing our gameplan for growth as we head into the start of the Annual Enrollment Period. We’ve been cultivating a suite of tools and resources that are designed to help save time, reveal insights on your current book of business, stay compliant, and grow your Medicare business year over year. We’re all about Igniting Your Success this AEP - this is one webinar you won’t want to miss!
Medicare Bootcamp: Using Automation
Wrap up your Medicare Bootcamp with Using Automation, a powerful session focused on streamlining your business with CORE. Discover how automation can help you stay connected with clients, send and track surveys, schedule appointments, and more – all with less effort. Lear how CORE sets you up for Medicare success before, during, and after AEP.
Medicare Bootcamp: The Sales Process
Keep your momentum going in the Medicare Bootcamp series with The Sales Process! This session will walk you through what to do before, during, and after the sale – from preparing for appointments and running quotes to using the right tools and mastering the conversation. Learn how to turn prospects into clients with confidence and consistency.
Medicare Bootcamp: Prospecting 101
Continue your Medicare Bootcamp journey with Prospecting 101! In this session, we’ll share the top tools, tips, and strategies to help you get noticed by your ideal clients and build a strong pipeline. Learn how to stand out and generate consistent leads before AEP heats up.
Medicare Bootcamp: Goal Setting & Business Planning
Kick off your Medicare Bootcamp with Goal Setting & Business Planning! In this session, we’ll guide you through setting realistic, measurable goals for your business – and building a strategic plan to make them happen. Start the month strong with a clear roadmap to AEP success.
Best Practices for Certification Season
Get ready for AEP with confidence! In our upcoming webinar, Best Practices for Certification Season, we’ll walk you through the most efficient strategies to complete your 2026 Medicare Advantage and Part D certification requirements. Learn how to save time, avoid common pitfalls, and set yourself up for a successful selling season.
Medicare 101 en Espanol
Conceptos Básicos de Medicare es una presentación esencial para los agentes nuevos que desean aprender los fundamentos, así como para los agentes con experiencia que quieren perfeccionar su conocimiento del programa federal de Medicare. Descubrirá lo fácil que es ofrecer Medicare, las oportunidades disponibles en el mercado actual y las potentes herramientas y servicios que JSA ofrece para apoyar su éxito.
Growing Your Medicare Business with AI
Discover how artificial intelligence can take your business to the next level. We’ll showcase the powerful AI-driven features of our new CRM, CORE, and how they’re designed to help agents stay top-of-mind with clients, uncover new opportunities, and work smarter every day. Don’t miss this look at the future of client engagement and growth in the insurance industry.
Medicare Supplement Marketplace Changes
Join us for a timely webinar that breaks down the latest shifts impacting Med Supp plans nationwide. We’ll cover updates to birthday rule states, rising rates due to increased medical utilization, and what these trends mean for your clients and your business. Don’t miss this opportunity to stay informed and competitive in a rapidly evolving market.
Veterans and Medicare
Veterans and Medicare breaks down how VA and TRICARE benefits work and highlights where coverage may fall short. This presentation shows how Medicare can complement existing benefits, giving veterans greater flexibility, access, and control over their healthcare.
Final Expense 101
Final Expense 101 introduces agents to the fundamentals of simplified issue life products, including key terminology, quoting, underwriting, and how to match solutions to client needs. This presentation also covers essential sales techniques like fact-finding, customer education, and how to position these fixed-price products as a source of protection and peace of mind.
Check Out LeadStar Marketplace
Part of the ARC, LeadStar Marketplace offers a self-serve platform that allows you to purchase the Final Expense and Medicare leads and calls you need, on-demand, across the entire country. Learn about this unique program and how to get the best return on your marketing dollars.
Using Facebook to Grow Your Business
Learn how to set up and optimize your Facebook Business page to attract and engage clients year-round. We’ll cover best practices for staying active on social media and show you how to leverage JSA’s ProShop Plus to easily access ready-to-use content that keeps your brand in the spotlight.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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!
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.
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.
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!
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.
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.
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.
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.
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.