Preferred Senior Advisors

Mastering Social Media - Setting Up a Google Business Profile
2025-05-08 10:30 - 11:30 (America/Chicago)
Mastering Social Media – Setting Up a Google Business Profile
Host: Kayla Gonzalez, Social Media Manager – Empower Brokerage
Learn how to put your business on the map with a Google Business Profile!
Kayla will guide you step-by-step to create a profile that boosts visibility, attracts customers, and enhances your online presence.

*Register once for all trainings.
Register HERE

Veteran Initiative Program (V.I.P.) Meetings
2025-05-12 12:30 - 13:00, 2025-06-09 12:30 - 13:00
Are you interested in working with Veterans? we have a new program called V.I.P. or Veteran Initiative Program designed to show you how to approach and serve our Veteran community. To join, request access via the course request form on the training tab.
During these monthly webinars, you will learn where to meet veterans, how to talk to them, and some life and health products that they or their families may need.

If you are already a member of VIP, contact Ben Marquez for access to these meetings.
Email: bmarquez@empowerbrokerage.com

Annuities Masterclass
2025-05-13 11:30 - 12:15
Hosts: David Selden & Derek Baltimore – Annuity Experts
Join us in a 6-week series of Annuity trainings to enhance your confidence in presenting Annuities. Learn from our experts, Derek Baltimore and David Selden, how to cross-sell Annuities and earn more commissions doing it!

Register HERE

Why Cigna Healthcare Medicare?
2025-05-14 10:00 - 11:00
Hosts:
Tyler Culp, VP of Sales – Empower Brokerage
Dustin Hernandez, Cigna Product Specialist – Empower Brokerage
Details
Join us to learn what Cigna Medicare has to offer. In this training, you will learn about all the amazing tools and resources offered by Cigna.

Register HERE

FREE Life and Health Insurance Virtual Licensing Class
2025-05-17 10:00 - 2025-05-18 18:30, 2025-06-21 10:00 - 2025-06-22 18:30
In just two power-packed focus days, you’ll have the opportunity to learn from our expert team and prepare for your insurance license test.

Register HERE

Questions?
Contact Gwen Szmanski
(817) 410-5823
gwen@preferredadvisors.com

Navigating Individual Health Marketplace Changes with United Healthcare
2025-05-28 10:00 - 11:00
Host: Tyler Culp, VP of Sales – Empower Brokerage
Guest Speakers: Sonia Porras and William Vaughn
In this training, our United Healthcare ACA rep, Sonia Porras, and our UHOne rep, William Vaughn, will be updating us on some of the pending changes in the Individual Health Marketplace and how to navigate those changes to ensure you’re offering the most comprehensive product solutions for your clients. Join us to take advantage of the upcoming major changes in the individual health insurance market!

Register HERE

Medicare Supplements Sales Strategies
2025-05-28 10:00 - 11:00, 2025-06-04 10:00 - 11:00, 2025-06-11 10:00 - 11:00, 2025-07-09 10:00 - 11:00
Host: John Shinn – Senior Benefits Specialist
Join John Shinn and fellow agents to learn how to INCREASE YOUR INCOME!

Register HERE

Advanced Life Insurance Markets
2025-05-28 14:00 - 15:00
Host: Otto Gonzalez, Life Insurance Specialist – Empower Brokerage
Unlocking the Business Market: Advanced Life Insurance Strategies for Business Owners
In this webinar, Life Insurance Specialist Otto Gonzalez will discuss the opportunities for insurance agents to get involved with payroll deduction, key person coverage, and buy-sell agreements.

Register HERE

2025 ACA Webinar Series: What's Ahead - Trends, Tools, & Opportunities
2025-05-29 11:00 - 12:00
Hosts:
Jeff Hess – ACA Group & Ancillary Sales Director
Garret Wilczynski – Leads Administrator, ACA Product Specialist
Brock Bartlett – ACA Product Specialist
Details
Join Empower Brokerage for a timely training session designed to prepare agents for major changes in the ACA landscape. We’ll break down proposed 2026 regulations – including the expiration of enhanced subsidies (eAPTC), SEP tightening, shorter open enrollment, and new documentation rules. You’ll also learn how to leverage short-term medical products, manage carrier shifts, and stay ahead of blackout periods. With expert insights, actionable steps, and essential tools, this session ensures you’re ready to guide your clients through the evolving health insurance market.

Register HERE

Focusing on Final Expense Life Insurance
2025-05-29 13:00 - 13:30
Host: Enrique Torres, Life Insurance Specialist
Final Expense Life Insurance should be one thing clients and prospects should not have to worry about. Traditionally presented to seniors to cover funeral expenses, so that loved ones are not burdened with financial hardships. Adjusting to current social circumstances, a few carriers now offer this solution to prospects as young as 18. This webinar series will guide you from the basics of final expense insurance to solutions that include guaranteed issues, immediate benefit coverage, and graded benefit coverage.

Register HERE

Utilizing Cigna for Brokers Website
2025-06-04 10:00 - 11:00
Hosts:
Tyler Culp, VP of Sales – Empower Brokerage
Dustin Hernandez, Cigna Product Specialist – Empower Brokerage
Details
This webinar guides brokers through every feature of Cigna’s Broker Portal – from generating quotes and submitting enrollments to accessing sales analytics and training resources – to streamline your day-to-day workflow. Through live demonstrations and interactive exercises, you’ll master best practices for proposal customization, client management, and leveraging Cigna’s support tools to boost efficiency and close more business.

Register HERE

Life Insurance Series, Your Initial Prospect Approach & Discovery Conversation
2025-06-05 13:00 - 13:30
Host: Enrique Torres, Life Insurance Specialist
During June, you will hear directly from four Empower Brokerage top life insurance specialist producers. Each will share best practices they personally use when approaching clients or new prospects on the topic of life insurance. Whether transactional or relationship-related, these techniques could establish a pipeline of life insurance clients and leads.
Register once for all four sessions in this series, don’t miss out.

Register HERE

Mastering Social Media - Google Ads
2025-06-12 10:30 - 11:30
Mastering Social Media – Google Ads
Host: Kayla Gonzalez, Social Media Manager – Empower Brokerage
Master the art of online advertising with Google Ads!
Learn to create targeted campaigns, optimize your budget, and drive results to grow your business.

*Register once for all trainings.
Register HERE

Life Insurance Series - Your Initial Prospect Approach & Discovery Conversation
2025-06-12 13:00 - 13:30, 2025-06-19 13:00 - 13:30, 2025-06-26 13:00 - 13:30

Medicare Supplement Sales Strategies
2025-06-18 10:00 - 11:00, 2025-06-25 10:00 - 11:00, 2025-07-02 10:00 - 11:00

Unlocking Powerful Crediting Strategies Within Lincoln's OptiBlend Series
2025-06-18 11:00 - 12:00
Host: Derek Baltimore – Annuity Product Specialist
Guest Speaker: Dan Leutwyler, Regional Marketing Director – Lincoln Financial Distributors
Your host, Derek Baltimore, LACP and Annuity Sales Director at Empower Brokerage, will be joined by special guest Dan Leutwyler, Regional Marketing Director of Lincoln Financial Distributors. Together, they’ll explore Lincoln’s OptiBlend Fixed Indexed Annuity (FIA), with a particular focus on its cutting-edge crediting strategies.
Dan will provide an in-depth look at the unique and powerful crediting options available within the OptiBlend FIA, including how these strategies are designed to deliver growth potential that may surpass other FIA offerings in the marketplace. You’ll gain valuable insights into how these features can help protect your clients’ savings while maximizing growth opportunities—even in uncertain markets.

Register HERE

Healthy America Deep Dive
2025-06-24 11:00 - 12:00
Host: Katelyn Culp – Director of Operations
This training will cover the amazing ancillary products that Healthy America offers. Learn how you can round out your sales and make more money!

Register HERE

Accelerating Retirement Readiness: Exploring Athene's Agility Series
2025-06-26 11:00 - 11:40
Host: David Selden – Annuity Product Specialist
In this exclusive webinar, Ellie Mindrup, Internal Wholesaler at Athene, will provide an insider’s perspective on how the Agility Series stands apart in today’s annuity marketplace. With a focus on client value and flexibility, Ellie will walk attendees through:

The Built-In Bonus Advantage: How the Agility Series offers clients an upfront income or accumulation bonus, helping to accelerate retirement goals, at no additional cost.
Enhanced Death Benefit Protection: Ellie will explain how the Agility Series provides a built-in death benefit feature that offers peace of mind to beneficiaries — a benefit often considered optional elsewhere, but included standard here.
Positioning for Real-World Scenarios: Through her experience working with advisors, Ellie will offer practical ways to present these features to clients who are seeking security, income growth, and legacy planning — all in one streamlined product.

Don’t miss this opportunity to learn how Athene’s Agility Series can be a powerful solution in your client conversations — combining value, protection, and growth potential without hidden costs.

Register HERE

North American Annuities with KC Lane
2025-07-01 11:30 - 12:15
Hosts: David Selden – Annuities Product Specialist
Katelyn Culp – Director of Operations
Details
Here’s your opportunity to learn about one of the most highly respected carriers in the fixed annuity space. North American offers a broad line of annuity products with a very competitive array of riders and benefits. Always leading the marketplace with new product innovations, North American can quickly become one of your key carriers to represent to clients.

Register HERE

Supplemental Benefits Offered by Cigna Medicare Advantage Plans
2025-07-02 10:00 - 11:00
Hosts:
Tyler Culp, VP of Sales – Empower Brokerage
Dustin Hernandez, Cigna Product Specialist – Empower Brokerage
Details
This interactive workshop dives into the supplemental benefits offered by Cigna Medicare – including dental, vision, hearing, fitness and wellness programs, and prescription drug assistance – to help participants understand the full range of add-on coverages. Through guided discussions, attendees will learn eligibility criteria, enrollment steps, and practical strategies for maximizing these benefits to support both health and financial well-being.

Register HERE

Mastering Social Media - Social Media Compliance for Insurance Agents
2025-07-10 10:30 - 11:30
Mastering Social Media – Social Media Compliance for Insurance Agents
Host: Kayla Gonzalez, Social Media Manager – Empower Brokerage
Stay professional and protected with our social media compliance training!
Learn the dos and don’ts of posting, advertising, and engaging on social media while staying compliant with industry regulations.

*Register once for all trainings.
Register HERE
