Preferred Senior Advisors

2025 ACA Webinar Series: February - Navigating Common Scenarios
2025-02-27 11:00 - 12:00 (America/Chicago)
Hosted By:
Jeff Hess, ACA Group & Ancillary Sales Director
Garrett Wilczynski, Leads Administrator & Product Specialist
Brock Bartlett, ACA Product Specialist
Details:
In this training, our goal is to inform agents working in the under-65 health space on how to handle various common scenarios that they may run across throughout the year. These scenarios include Data Matching Inconsistencies (DMIs), Enhanced Direct Enrollment (EDE), Access Revoked and Agent of Record (AOR) at Risk Clients. We will also go over how agents can best handle the new CMS-required “Resume Link” for consumers who have an existing agent or marketplace plan that does not show you as the agent. We hope to see you there!

Register HERE

Life & Financial - The Essentials & "Must-Haves"
2025-02-27 12:00 - 12:30, 2025-03-06 12:00 - 12:30, 2025-03-13 12:00 - 12:30, 2025-03-20 12:00 - 12:30, 2025-03-27 12:00 - 12:30
Life & Financial – The Essentials & “Must-Haves”
Host: Enrique Torres, Life & Financial Specialist
Starting on Thursday, January 9th throughout the month agents will be shown how to access resources focused on life insurance carrier solutions. Four fast-paced “helicopter view” presentations of Empower Brokerage covering:

Website tools, resources, and sales support
Life & Annuity carrier solution overview, from the long list down to the suggested shortlist
Preparing illustrations for Term Insurance and Index Universal Life Insurance, leading to submitting electronic life insurance applications
A basic technique on life insurance needs & fact-finding approach coupled with referral prospecting

Register HERE

Annuity Mentorship Program Meeting
2025-02-27 14:00 - 14:30, 2025-03-06 14:00 - 14:30
Join us for the Annuity Mentorship Program, an exclusive opportunity for agents to work with Annuity Product Specialist Derek Baltimore. This event series is designed to help agents gain a deeper understanding of annuities and confidently offer them to their clients. Through expert-led training, real-world strategies, and interactive discussions, agents will learn how to integrate annuities into their portfolio and better serve their clients’ financial needs. Don’t miss this chance to expand your expertise and grow your business!

This meeting is reserved for agents who are members of the Annuity Mentorship Program. If you want to register and are already part of AMP, contact Derek Baltimore. If you are interested in becoming a part of the Annuity Mentorship Program, request to join in the training tab.
Questions: dbaltimore@empowerbrokerage.com

Medicare Supplements Sales Strategies
2025-03-05 10:00 - 11:00, 2025-03-12 10:00 - 11:00, 2025-03-19 10:00 - 11:00, 2025-03-26 10:00 - 11:00
Medicare Supplements Sales Strategies
Join John Shinn and fellow agents to learn how to INCREASE YOUR INCOME!

Register HERE

Veteran Initiative Program (V.I.P.) Meetings
2025-03-10 12:30 - 13:00, 2025-04-14 12:30 - 13:00, 2025-05-12 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

Mastering Social Media - Design Basics
2025-03-13 10:30 - 11:30
Mastering Social Media – Design Basics
Host: Kayla Gonzalez, Social Media Manager – Empower Brokerage
Learn the secrets to creating eye-catching content!
Hear the essentials of color theory, text hierarchy, placement, and visuals to craft posts that captivate your audience and elevate your brand.

*Register once for all trainings.
Register HERE

Allstate's EasyApps Online (EAO) Review
2025-03-18 11:00 - 11:30
Host: MacKenzie Culp, Group Administrator
Join us for an overview of Allstate’s EasyApps Online with Cisco Casaus, Voluntary Benefits Consultant for Allstate Benefits. This training will help you gain valuable knowledge on Allstate’s products, enrollment platform, and client servicing.

Register HERE

Annuities Masterclass
2025-04-08 11:30 - 12:15, 2025-04-15 11:30 - 12:15, 2025-04-22 11:30 - 12:15, 2025-04-29 11:30 - 12:15, 2025-05-06 11:30 - 12:15, 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

Mastering Social Media - Facebook Ads
2025-04-10 10:30 - 11:30
Mastering Social Media – Facebook Ads
Host: Kayla Gonzalez, Social Media Manager – Empower Brokerage
Learn how to create impactful ad campaigns, target the right audience, and maximize your budget to drive real results.
Perfect for all experience levels!

*Register once for all trainings.
Register HERE

FREE Life and Health Virtual Licensing Class
2025-04-12 10:00 - 2025-04-13 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.

Questions?
Contact Lorna Culp
(817) 410-5808
lculp@empowerbrokerage.com

Mastering Social Media - Setting Up a Google Business Profile
2025-05-08 10:30 - 11:30
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

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
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
Host: John Shinn – Senior Benefits Specialist
Join John Shinn and fellow agents to learn how to INCREASE YOUR INCOME!

Register HERE
