Western Region Events
All events listed in Pacific time
Stack Your Sales with Liberty Bankers Supplemental
Looking for simple ways to add value to your client conversations and grow your business?
Join us for Stack Your Sales with Liberty Bankers Supplemental Products and discover how Liberty Bankers supplemental plans can help you:
Fill important coverage gaps for your clients
Create more complete protection strategies
Strengthen client retention and satisfaction
Increase sales opportunities with simple product additions
Supplemental plans don’t have to be complicated. This webinar will provide a clear, practical playbook for using supplemental products to enhance your portfolio and accelerate growth—without adding complexity to your sales process.
Don't miss this opportunity to discover how small additions can make a big impact on your business.
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
Your Competitive Edge- Western Region
Ready to stand out in a crowded market?
You know the insurance field is competitive. But what if you had access to something your competitors don't?
At JSA, we're presenting "Your Competitive Edge"—a monthly webinar series designed to help you understand and leverage what makes JSA agents different.
What You'll Discover:
Why JSA's fully vested, agent-owned contracts give you the freedom others don't have
How our integrated tech stack (CORE, MyHealthPlan, SunFire, and more) saves you hours and closes more sales
Real strategies for prospecting, positioning, and cross-selling from JSA's sales experts
How to maximize carrier relationships and market opportunities in your region
Don't have time this month? No problem—we're doing this every month. Mark your calendar for the last Wednesday and join us next time.
If you're thinking about switching FMOs—or just want to understand what you're missing—this webinar is for you. Come see why thousands of agents trust JSA.
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
Imperial Health Plan Introduction Webinar
Discover more about Imperial Health Plan during our upcoming webinar, where we’ll provide an overview of its Medicare Advantage offerings, market presence, service areas, and the key strengths supporting its continued growth within the healthcare industry.
What You’ll Learn:
• Overview of Imperial Health Plan and affiliated organizations
• Medicare Advantage product offerings and care approach
• Service areas and market availability
• Key differentiators within the MA landscape
• Opportunities within the senior healthcare market
As a physician-founded organization, Imperial Health Plan is dedicated to delivering coordinated, community-based care that supports Medicare beneficiaries through accessible healthcare solutions focused on whole-person wellness and quality service.
Don’t miss this opportunity to learn more about Imperial Health Plan and its growing presence in the Medicare Advantage market.
Grow Your D-SNP Business with Blue Shield of CA
JSA, in partnership with Blue Shield of California, invites you to an exclusive webinar focused on Blue Shield’s D-SNP product strategy and growth opportunities.
Join Eva Mendez and Mary You Chang, Broker Sales Manager, for an informative virtual discussion designed to help you better understand the evolving D-SNP landscape and how to effectively support dual-eligible individuals.
During this session, you will learn:
• How to identify and connect with D-SNP eligible individuals
• The value of aligned D-SNP plans and benefits tailored for dual-eligible members
• Field-ready marketing strategies to effectively position Blue Shield’s D-SNP offerings
• Key insights to strengthen your Blue Shield of CA product knowledge and client conversations
This is more than just a product overview — it’s a strategic training built to help you stay ahead of market trends and plan updates while delivering greater value to your clients.
We look forward to having you join us for this valuable training session!
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
Provider Spotlight: Perlman Clinic
Jack Schroeder and Associates will be hosting a Provider Spotlight Webinar featuring Perlman Clinic on Wednesday, June 4th.
Join Ian Perlman and Isabell Faulds for an overview of Perlman Clinic’s network, services, and patient care offerings across California.
Topics will include:
Introduction to Perlman Clinic, including mission and locations
Overview of services, including primary care, urgent care, pediatrics, dermatology, mental health, weight management, and sports medicine
Same-day appointments, telehealth services, and clinic accessibility
Patient experience, including online scheduling and continuity of care
Information on becoming a patient, including booking, insurance, and the new patient process
Don’t miss this opportunity to learn more!
SeaTac, WA - Agency Builder Bootcamp
Are you ready to stop building someone else’s business and start building your own?
Join us for the Agency Builder Bootcamp, a practical, agent-focused training designed to help you launch, structure, and grow your own successful agency.
Whether you’re exploring entrepreneurship for the first time or ready to take the next step in your career, this bootcamp will give you real-world insights and actionable strategies to move forward with confidence.
During this session, you’ll learn:
How to launch and structure your agency
Recruiting and compliance best practices
Leadership and team-building strategies
Scalable growth techniques used by successful agency owners
If you’re thinking about the next level of your career, this is where it starts. We look forward to seeing you there!
Vancouver, WA - Agency Builder Bootcamp
Are you ready to stop building someone else’s business and start building your own?
Join us for the Agency Builder Bootcamp, a practical, agent-focused training designed to help you launch, structure, and grow your own successful agency.
Whether you’re exploring entrepreneurship for the first time or ready to take the next step in your career, this bootcamp will give you real-world insights and actionable strategies to move forward with confidence.
During this session, you’ll learn:
How to launch and structure your agency
Recruiting and compliance best practices
Leadership and team-building strategies
Scalable growth techniques used by successful agency owners
If you’re thinking about the next level of your career, this is where it starts. We look forward to seeing you there!
Portland, OR - Agency Builder Bootcamp
Are you ready to stop building someone else’s business and start building your own?
Join us for the Agency Builder Bootcamp, a practical, agent-focused training designed to help you launch, structure, and grow your own successful agency.
Whether you’re exploring entrepreneurship for the first time or ready to take the next step in your career, this bootcamp will give you real-world insights and actionable strategies to move forward with confidence.
During this session, you’ll learn:
How to launch and structure your agency
Recruiting and compliance best practices
Leadership and team-building strategies
Scalable growth techniques used by successful agency owners
If you’re thinking about the next level of your career, this is where it starts. We look forward to seeing you there!
Mutual of Omaha: Stability You Can Sell
When it comes to building a strong, dependable book of business, stability matters.
Join us for an insightful webinar featuring Patrick Hackman, Mutual of Omaha Associates Sales Manager, as he breaks down why Mutual of Omaha is truly stability you can sell.
In this session, you’ll learn how to:
Leverage a brand your clients already trust—ranked among the most trustworthy insurance companies in America
Minimize carrier risk and avoid surprises with long-term stability
Build healthier, more sustainable business through disciplined underwriting
Whether you're looking to strengthen client confidence or create more predictable outcomes in your portfolio, this webinar will give you the tools and perspective to do it.
Join Us!
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
CA Med Supp/Individual Dental & Vision Plans
Discover how Anthem’s Medicare Supplement plans and Individual Dental & Vision offerings can help strengthen your portfolio while delivering more complete coverage solutions and greater peace of mind for beneficiaries.
JSA and Anthem’s Krystal Spinder, Regional Sales Manager, invite you to an informative webinar highlighting Anthem’s competitive Medicare Supplement portfolio and value-added ancillary products.
During this session, you’ll learn:
• Anthem’s position within the Medicare Supplement competitive landscape
• Value-added benefits including individual dental and vision plans
• Key insights and tools to grow your Medicare business
Whether you’re new to Medicare Supplement or looking to expand your current offerings, this webinar will provide valuable information to support your success.
Join Us Live!
Riverside, CA - Local Power Meets National Support
You’re invited to an exclusive 2026 Medicare Independent Agent Seminar—where local market strength meets national support, and your next phase of growth begins.
Join Jack Schroeder & Associates (JSA), in partnership with SCAN Health Plan, for an in-person networking event in Riverside designed for independent agents and small agencies ready to scale.
This isn’t just another carrier meeting.
It’s a conversation about real Medicare growth—powered by local expertise and JSA’s national support network.
What you’ll learn and experience:
Learn how JSA’s Fast Start Program helps agents ramp faster in 2026
Discover tools, resources, and support designed to grow your book of business
Learn how the JSA sales team supports you with PCP introductions, community events, marketing support, and more
Network with fellow agents—and bring a friend!
Lunch will be provided!
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
Long Beach, CA- Local Medicare Meets National Support
Join JSA for a local Medicare Market growth opportunity designed to help you increase your book of business.
This event is tailored for independent agents and small agencies who are ready to scale.
Engage in a conversation about Medicare growth powered by your local JSA team to help you grow your book of business.
What you’ll learn and experience:
Learn how JSA’s Fast Start Program helps agents ramp faster in 2026
Discover tools, resources, and support designed to grow your book of business
Get a tour of the JSA office and meet the team
Learn how the JSA sales team supports you with PCP introductions, community events, marketing support, and more
Network with fellow agents—and bring a friend!
Lunch will be provided, so come hungry for both food and opportunity.
Parking will be validated.
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
Stop Skipping Supplemental. Start Winning with It
Strengthen Your Supplemental Business with Confidence
Join us this May for a focused training designed to help agents confidently position Aetna Supplemental products, navigate real‑world scenarios, and stand out in today’s competitive marketplace.
In this session, we’ll cover:
✅ Practical product insights
✅ Real talking points you can use immediately
✅ Strategies tailored for today’s market
Whether you’re already partnered with JSA and Aetna Medicare or exploring new opportunities, this webinar will help you understand how aligning with the right FMO and carrier can make a real difference in your business.
Don’t Miss This Opportunity!
Santa Barbara, CA - Grow Your Future with JSA and Blue Shield
You're invited to an exclusive agent luncheon hosted by JSA.
If you've been curious about what a career in Medicare sales could look like for you, or if you're already in the industry and wondering whether you've found the right partner to grow with, this lunch is for you.
At this event, you'll discover:
What it means to build a Medicare sales career with freedom and flexibility — on your schedule, in your community
How JSA's training, resources, and ongoing support set you up for long-term success from day one
The power of partnering with Blue Shield and a portfolio of trusted carriers to serve your clients well
Why agents who join JSA don't just find a job — they find a career that grows with them
Whether you're just starting out or ready to take your business to the next level, JSA meets you where you are — and walks with you toward where you want to go.
Start where you are. Grow into success.
Complimentary lunch provided. Seating is limited.
Parking is in City Lot 5 right behind the restaurant. First 75 minutes are free and then it is $3.50 per hour after that.
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
Cash In on Short-Term Medical — Western States Edition
If you’re looking or a simple, high-impact way to grow your income this year, you’re going to love this.
Short-Term Medical (STM) continues to be one of the most profitable, and surprising easy, products for independent agents to add to their portfolio. And, we’re hosting a fast, fun webinar to show you exactly why.
Whether you’re already offering STM or have been meaning to explore it, this session will break it down in a way that makes implementation simple and immediate.
What You’ll Learn
Get the inside scoop on:
Why STM is booming – and how consumer demand is driving nonstop sales opportunities
How STM boost your revenue fast – including commission examples and powerful cross-sell plays
Sales strategies that work – and take less time than you think
Real-world agent wins you can model instantly
STM isn’t just another product, it’s a revenue multiplies. It fits naturally alongside Medicare, ACA and ancillary conversations and opens doors to prospects you may currently be turning away.
And yes, it really is easier than you think.
If you’re serious about adding an easy income stream that works year-round, this is a webinar you don’t want to miss!
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
Long Beach, CA - Breakfast Seminar with Clever Care Health Plan
JSA invites you to an exclusive in-person training with Clever Care — the Medicare Advantage plan built for the diverse communities you serve.
This is your opportunity to sit down with James Luna, Market Sales Manager at Clever Care, for an in-depth look at one of the most culturally distinctive Medicare Advantage plans available in Southern California — and discover why your clients deserve Clever Care.
What You'll Learn:
CSNP (Chronic Special Needs Plans) — eligibility, enrollment, and how they benefit your clients
What Sets Clever Care Apart — culturally sensitive care, in-language support, Eastern & Western medicine integration
PPO Dental Benefits — coverage details and how to position them
Grocery Benefits — a standout member perk that drives enrollment conversations
Clever Care is a Medicare Advantage health plan built around culturally sensitive, community-first care — blending Eastern and Western medicine to serve the diverse communities of Southern California. With bilingual physicians, in-language member support, and robust supplemental benefits, Clever Care gives your clients something truly different.
Breakfast will be provided!
This session will equip you with the knowledge and confidence to expand your Medicare portfolio and better support diverse client needs.
Space is limited. Secure your seat today.
Parking will be validated.
We look forward to seeing you there!
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
Week's End News Brief
Join JSA for Friday's light and informative weekly wrap-up to hear all the Medicare news and opportunities for agents working in the Western market. Please join the meeting 5 minutes prior to stay on top of all the latest and greatest in the Senior Market.
For agents selling in AK, AZ, CA, HI, ID, MT, NV, OR, UT, WA, and WY
Every Friday!
Meeting ID: 241 518 935 460 64
Passcode: FN6RB2FW
San Leandro, CA - New Year, New Momentum: Jumpstart Your Agent Success with JSA
There’s never been a better time to move fast, aim high, and ignite your career in health insurance sales.
Whether you’re looking to break into selling health insurance or searching for a stronger FMO partner, JSA is giving you the perfect chance to start the year blazing forward.
The Fire Horse symbolizes speed, power, confidence, and unstoppable momentum… and If you’re not quite as fast as a Fire Horse, we’ve got you covered.
This year, we’re launching our Fast Start incentive, designed to get you off and running with immediate support, rapid onboarding, and a clear path to success.
Join us at our New Year, New Momentum event to discover how you can:
⚡ Fast‑track your start in the health insurance market
🚀 Accelerate your business with proven tools, training & support
🤝 Get appointed with a full portfolio of competitive products and tap into powerful new opportunities
🐎 Align with a team committed to helping agents move faster and go further
This New Year is about bold moves, fast action, and capturing momentum early.
Let’s kick it off together—Fire Horse style.