Western Region Events
All events listed in Pacific time
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
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!
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.
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
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.
myPlace Health PACE Virtual Training
If you’re looking to grow your book of business while making a real difference in the Los Angeles community, this is a webinar you won’t want to miss.
Join us for our myPlace Health PACE Virtual Training to learn how to confidently position and refer clients to one of the most impactful programs available today.
What We’ll Cover:
Who We Are: Discover myPlace Health’s mission to serve the Los Angeles community and support frail, vulnerable seniors who need coordinated, comprehensive care
What PACE Is: Understand the Program of All-Inclusive Care for the Elderly (PACE) and how myPlace Health delvers the Gold Standard of Care – keeping members safe, supported, and living in their homes and communities
Why It Matters to You: Learn what’s in it for you as a broker, your role as the trusted “Referrer,” how myPlace Health does the heavy lifting, and how you can earn maximum allowable CMS commission rates
Unlock Broker Benefits: See how this program creates year-round opportunity, meaningful impact, and long-term growth in your portfolio
This training will walk you through the Path to Ready to Sell, giving you clarity, confidence, and a simple process to start helping clients immediately. You already serve Medicare beneficiaries. Now, discover how you can expand your impact, and your income, with myPlace Health PACE
Reserve your spot today and get ready to sell!
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
Alignment Health NorCal Overview
If Alignment Health isn’t part of your 2026 strategy yet, this webinar is for you.
Join us for a focused overview of Alignment’s NorCal plans and learn why more agents are choosing to add Alignment to their portfolio. This session will give you clarity on how to confidently position Alignment in today’s competitive landscape, and how to support your clients long after enrollment.
Here’s What We’ll Cover:
Why Choose Alignment? - What makes their model different and how that translates into real value for your clients and your business.
The New Member Journey & Agent Resources – Understand how Alignment supports members from day one, plus the tools available to help you stay connected and informed.
2026 Northern California Plan Review – A breakdown of key plans in your market and where they fit competitively.
Supplemental Benefits Overview – See how their benefits stack up and where they create strong selling opportunities.
Live Q&A – Bring your questions and get answers directly from the team.
Whether you’re already appointed or simply evaluating your NorCal portfolio for 2026, this is a must-attend session.
San Diego, 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 where your next phase of Medicare growth begins.
Join Jack Schroeder & Associates (JSA) in partnership with SCAN Health Plan in Los Angeles and Alignment Health in San Diego for a live, in-person networking event 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 carrier expertise and JSA’s national support footprint.
What You’ll Experience
Meet your local JSA Sales Representatives
Learn how JSA’s Fast Start Program helps agents ramp faster in 2026
Discover tools, resources, and support that help you grow your book of business
Tap into national power – without losing local market focus
Network with fellow agents and bring a friend
Lunch will be provided, so come hungry for booth food and opportunity.
In partnership with Alignment Health, this meeting is exclusive to agents and agencies that are not currently partnered with JSA and are looking to learn more!
Provider Spotlight Webinar with Optum
You're invited to our upcoming Provider Spotlight webinar, brought to you in partnership with Optum.
Shirley Lana will provide an in-depth look at the Optum physician led, value-based care network and why it matters for your Medicare clients. This training will help you better understand how Optum's coordinated care model delivers improved experiences and outcomes for members.
In this session, we'll cover:
How Optum's physician-led, value-based care supports better health outcomes
The network's focus on coordinated care and preventive services
What your clients can expect as Optum members, including:
A single primary care provider coordinating care
Stronger follow-up and chronic condition management
Streamlined referrals within the Optum network
This is a great opportunity to deepen your knowledge for one of our key provider partners and better support your clients' healthcare needs. We hope to see you there!
Aetna 2026 Product Training: LA/OC Market
Join us on March 16 for our Aetna Product Training – LA/OC Market webinar, a focused, market-specific session designed to help you confidently position Aetna’s plans in Los Angeles and Orange Counties.
IMPORTANT: This training does count towards your requirements to sell Aetna Medicare plans – so it’s not just educational, it’s essential.
What We’ll Cover:
2026 HMO & PPO plan deep dive
What’s new in 2026
How Aetna’s “extra” benefits work
Network overview for LA & OC
Tool & resources available to support you
Key positioning strategies in today’s competitive landscape
Whether you’re actively writing Aetna business or considering expanding your portfolio in LA and Orange County, this session will give you clarity, confidence, and a competitive edge.
From refreshed benefits to updated networks, come explore what’s shaping the 2026 market and how you can make the most of it.