FREE Life and Health Insurance Virtual Licensing Class
2026-07-11 10:00 - 2026-07-12 18:30 (America/Chicago)
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 Gwen Szmanski
(817) 410-5823
gwen@preferredadvisors.com

Humana Oklahoma Overview of Their Plans and Tools
2026-07-20 10:00 - 11:00
Description:
Join us for an essential meeting with Humana Broker Relations Manager, Taryn Mott. On this webinar, Taryn will go over:

Humana Give Back Plans. How to put money back into your client’s pocket with these Give Back Plans
Full Access Plans – Learn about their Full Access Plans in your area.
D-SNP and C-SNP – Learn about their Dual Eligible and Chronic Special Needs Plans and who is eligible for these plans.
Vantage Tools – Learn how to work smart, not hard. Let Humana take your customer service to the next level.

Register today for this upcoming event and take your Humana business to the next level.

Host:
Ben Marquez, Regional Sales Director – Empower Brokerage

Guest Speaker:
Taryn Mott, Humana Broker Relations Manager for Oklahoma

REGISTER HERE

United HealthCare – Be Prepared for This Upcoming AEP and ROY
2026-07-21 10:30 - 11:30
Join us and see all the tools available through UHC to help you be more prepared for this upcoming AEP and ROY.

See how to get the quickest view of 2027 Plans, Products, and Benefits.
See how to use the Medicare Product Portal for Agent Use Only – AEP.
Get a jump start on AEP Preparation.
How to order your AEP supplies in advance.
Learn more about all the tools available on Jarvis.

Host:
Bennie Marquez, Regional Sales Director – Empower Brokerage

Humpday Huddle: Ready. Set. Go! with Shania Chambliss
2026-07-22 09:00 - 10:00, 2026-08-05 09:00 - 10:00, 2026-08-12 09:00 - 10:00, 2026-08-19 09:00 - 10:00, 2026-08-26 09:00 - 10:00
10 AM (EST)
Join me for a live Q&A session. Get all your questions answered!

Host:
Shania Chamliss, Regional Sales Director – Empower Brokerage

Join Meeting

The Art of Presenting Annuities: Educate and Inspire Trust
2026-07-22 11:00 - 12:00
Description:
Join us for the final session of our annuity training series on Tuesday, September 22nd, from 11:00 AM to 12:00 PM, where we’ll apply the entire process using real client scenarios.
In our final session, you’ll learn how to:

Work through a client case study using the fact finder
Analyze client needs for accumulation or guaranteed income
Create effective annuity illustrations
Present recommendations with confidence

Host:
Derek Baltimore, Annuity Product Specialist – Empower Brokerage
Guest Speaker:
Terike Novak, Regional Vice President – Corebridge Financial

These sessions are reserved for our AMP members. If you are an AMP member, please email Derek Baltimore at dbaltimore@empowerbrokerage.com for the access link.
If you are not a member, please request access via the course request form on the Annuities Mentor Tab.

Happy July 2026 Life Insurance Training – Lincoln with Teagan Doran – LIVE ONLY no recording
2026-07-23 13:00 - 13:30
Happy July 2026 Life Insurance Training webinars held on Thursdays, at 1 o’clock central.

July 9th – Ethos with Jason Cozzetti
July 16th – North American with Anthony Holen
July 23rd – Lincoln with Teagan Doran – LIVE ONLY no recording
July 30th – Transamerica with Catherine Schroeder

One Registration for ALL four June webinar events => Happy July 2026 Life Insurance Webinar Training

After registering, you will receive a confirmation email containing information about joining the webinar.

REGISTER NOW

Amazon One Medical Plans Deep Dive
2026-07-23 13:00 - 13:45
Description:
Join us for a concise session led by Cory Satlow with Nationwide, offering clear guidance on how the plans work, what sets them apart in the market, and how to effectively position these solutions to meet client needs. You’ll gain a solid understanding of coverage features, cost considerations, and practical talking points to confidently present Amazon One Medical Plans.
Host:
Maria Hernandez, Employee Group Benefit Specialist & Aflac Product Specialist – Empower Brokerage
Carrier Rep:
Cory Satlow, Nationwide – Sales Executive – Group Health

REGISTER NOW

Devoted Success Workshop
2026-07-27 10:00 - 12:00
With healthcare plans changing every year, staying up to date and informed is one of the best ways to build trust with your clients and increase your opportunities. The agents who consistently attend carrier trainings are better prepared, more confident, and able to provide a higher level of service. I encourage everyone to take advantage of this training and use it as a resource to grow your business.
During this in-person workshop, we will cover:

Competitive benefit designs
Why Members Choose Devoted
Special Need Plans
Devoted Product Portfolio Overview
Systems & Tools

Hosts:
Kenna Rickett, Regional Sales Director – Empower Brokerage
Guest Speaker:
Teresa Martinez – Broker Manager
Food/Refreshments will be provided. RSVP required.
Register Here

Photography & Videography Webinar
2026-07-28 10:00 - 11:00
Description:
Join Joey Hinojosa for a webinar discussing the why and how agents should use photos and video in marketing themselves and their businesses. Learn practical strategies for shooting high-quality photos and videos to take your business to the next level. If you are new to photo and video promotion, this training will provide technical insights and real-life examples to help you get started on the right foot.
Host:
Joey Hinojosa, Marketing Specialist | Editor – Empower Brokerage
REGISTER NOW

Write the Vision: Grow Your Business with Empower Brokerage
2026-07-28 10:00 - 11:00
Are you ready to accelerate your business growth and unlock new opportunities? Join us for The Legacy Blueprint 2026 – A high‑impact professional webinar series designed to provide you with the strategies, tools, and insights needed to excel in today’s competitive market. Cross Selling Opportunities /Importance of a Marketing Plan to Increase Sales & Visibility /Knowing your Market – Target/Niche Market
(11 AM EST)

REGISTER HERE

The Art of Presenting Annuities: Educate and Inspire Trust
2026-07-29 08:00 - 17:00
Description:
Join us for the first session of our exclusive three-part training series led by Terike Novak, Regional Vice President at Corebridge Financial. This series will show you how to position long-term accumulation strategies that create lasting value for your clients while helping you build a stronger annuity practice.
In this session, you’ll learn how to:

Identify ideal annuity prospects.
Start retirement income conversations without leading with annuities.
Understand Corebridge accumulation and income solutions.
Build trust through education instead of product pitches.

Host:
Derek Baltimore, Annuity Product Specialist – Empower Brokerage
Guest Speaker:
Terike Novak, Regional Vice President – Corebridge Financial

These sessions are reserved for our AMP members. If you are an AMP member, please email Derek Baltimore at dbaltimore@empowerbrokerage.com for the access link.
If you are not a member, please request access via the course request form on the Annuities Mentor Tab.

Happy July 2026 Life Insurance Training – Transamerica with Catherine Schroeder
2026-07-30 13:00 - 13:30
Happy July 2026 Life Insurance Training webinars held on Thursdays, at 1 o’clock central.

July 9th – Ethos with Jason Cozzetti
July 16th – North American with Anthony Holen
July 23rd – Lincoln with Teagan Doran – LIVE ONLY no recording
July 30th – Transamerica with Catherine Schroeder

One Registration for ALL four June webinar events => Happy July 2026 Life Insurance Webinar Training

After registering, you will receive a confirmation email containing information about joining the webinar.

REGISTER HERE

Add to calendar

Medicare Advantage Training series 1: Medicare Scope of Appointment, Warm Up and Needs
2026-08-04 09:00 - 10:00
Join Michael Corallo on his 6-part training series every Tuesday from August 4th to September 8th, 10 AM – 11 AM EST.

Host:
Michael Corallo, Regional Sales Director – Empower Broekrage

REGISTER HERE

United HealthOne: Coverage Solutions Beyond Major Medical
2026-08-06 11:00 - 12:00
Description:
Join us for an agent-focused overview of UnitedHealthOne’s key under-65 health and ancillary solutions. We’ll discuss how products such as TriTerm Medical, Health ProtectorGuard, AccidentWise, HospitalWise, CriticalGuard, and DentalWise can be positioned individually or packaged together to help address common client needs, including high deductibles, coverage gaps, unexpected injuries, hospital expenses, critical illnesses, and dental and vision benefits. Agents will leave with practical guidance on identifying the right opportunities, matching solutions to different consumer situations, and creating more complete coverage packages for their clients.

Host:
Garrett Wilczynski, Leads Administrator / Life & Health Sales / Product Specialist: ACA, Allstate, Devoted Health – Empower Brokerage

REGISTER NOW

Medicare Advantage Training Series 2: Sunfire Comparisons and Explaining Summary of Benefits, Star Ratings and Enrollment booklet
2026-08-11 09:00 - 10:00
Join Michael Corallo on his 6-part training series every Tuesday from August 4th to September 8th, 10 AM – 11 AM EST.

Host:
Michael Corallo, Rehional Sales Director – Empower Brokerage

REGISTER NOW

Agent Recruiting Webinar: Level Up Your Career
2026-08-12 10:00 - 11:30
Description:
Let’s Build Your Future Together!

Social Media Training
Sales Training
Product Specialist Support
Live Training Seminars
Exclusive Provider Programs

Host:
Kelli Grimes, Regional Sales Director – Empower Brokerage

REGISTER NOW

Oak Street Clinics Reg. Partnership Manager Judson Clemons - Overview of Oklahoma, Missouri and Kansas Opportunities
2026-08-17 10:30 - 11:30
Join us for an in-depth look at the Oak Street Provider Group and their clinics in Oklahoma, Missouri, and Kansas.
Learn how Empower can help you:

Work with local providers and grow your book of business.
Increase your community activities and local engagement with Patient Relations Managers.
Increase your client retention by working with providers.
Generate NEW referrals.
Expand your business to new clients and prospects.

Register today and learn how you can be part of Provider Engagement Programs like this in your area.

Host:
Ben Marquez, Regional Sales Director – Empower Brokerage
Guest Speaker:
Oak Street Regional Partnership Manager – Judson Clemons
REGISTER HERE

Medicare Advantage Training Series 3: Enrollment in Sunfire and 10/30/60/90 Follow Up
2026-08-18 10:00 - 11:00
Join Michael Corallo on his 6-part training series every Tuesday from August 4th to September 8th, 10 AM – 11 AM EST.

REGISTER HERE

2026-08-19 09:00 - 10:00
10 AM (EST)
Join me for a live Q&A session. Get all your questions answered!

Host:
Shania Chamliss, Regional Sales Director – Empower Brokerage

Join Meeting

Healthy America Webinar
2026-08-19 10:30 - 11:15, 2026-08-26 10:30 - 11:15
Description:

This training will cover the amazing ancillary products that Healthy America offers. Learn how you can round out your sales and make more money!
Healthy America Webinar.

Host:

Katelyn Culp, Director of Operations – Empower Brokerage

REGISTER NOW

Level Funding Plan Refresher
2026-08-20 13:00 - 13:45
Description: Join us for a brief refresher on Level Funding Plans, led by Cory Satlow with Nationwide, covering essential plan structure, key advantages, and effective ways to present these options to clients. This session is designed to reinforce core concepts and help agents feel confident discussing Level Funding in today’s market.
Host:
Maria Hernandez, Employee Group Benefit Specialist & Aflac Product Specialist – Empower Brokerage
Carrier Rep:
Cory Satlow, Nationwide – Sales Executive – Group Health

REGISTER NOW

Community Care 2.0 Webinar – 2027 Product Update
2026-08-25 10:00 - 11:00
Join us for our Community Care 2.0 Webinar. On this webinar, you will:

Learn about their 2027 Medicare Advantage Plans.
Learn about their 2027 Medicare Advantage Expansion Counties in Oklahoma.
Learn about their 2027 ACA Individual Health Plans
Learn about upcoming Sales Opportunities we offer agents for AEP and Open Enrollment.

Host:
Ben Marquez, Regional Sales Director – Empower Brokerage

REGISTER NOW

Medicare Advantage Training Series 4: Requesting Leads, Leadserv, and Lead Maximizer
2026-08-25 10:00 - 11:00

Write the Vision: Grow Your Business with Empower Brokerage
2026-08-25 11:00 - 12:00
Are you ready to accelerate your business growth and unlock new opportunities? Join us for The Legacy Blueprint 2026 – A high‑impact professional webinar series designed to provide you with the strategies, tools, and insights needed to excel in today’s competitive market. Cross-Selling Opportunities /Importance of a Marketing Plan to Increase Sales & Visibility /Knowing your Market – Target/Niche Market
(11 AM EST)

REGISTER NOW

The Art of Presenting Annuities: Educate and Inspire Trust
2026-08-25 11:00 - 12:00
Description:
Join us for Session 2 of our three-part annuity training series on Tuesday, August 25th, from 11:00 AM to 12:00 PM, as we focus on guiding clients from their first conversation to a confident decision.
In this session, you’ll learn how to:

Conduct an effective second client appointment
Lead clients through the question, “How do you picture your retirement?”
Use the Corebridge Income Planning Client Guide to facilitate meaningful discussions. Access the Guide Here
Present guaranteed income solutions with confidence

Host:
Derek Baltimore, Annuity Product Specialist – Empower Brokerage
Guest Speaker:
Terike Novak, Regional Vice President – Corebridge Financial

These sessions are reserved for our AMP members. If you are an AMP member, please email Derek Baltimore at dbaltimore@empowerbrokerage.com for the access link.
If you are not a member, please request access via the course request form on the Annuities Mentor Tab.
