• Veteran Initiative Program (V.I.P.) Meetings

    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 […]

  • Life Insurance Basics Series

    Host: Bertha Garcia - Life Insurance Specialist Description: The training covers the fundamentals of life insurance, including how it works, common policy types, riders, and key terms. Participants will learn the purpose of life insurance and how to identify basic client needs, communicate confidently, and responsibly recommend appropriate life insurance solutions. Dates: January 7, 2026 […]

  • January 2026 – Life & Financial Live Webinar Series

    Host: Enrique Torres - Life Insurance Specialist January 8th - Corebridge Financial believes no one achieves a financially secure future by accident—great things happen when people act. Presented by Tom Brown, Regional V.P. January 15th – F&G  turns Aspirations into Reality by offering benefits & flexibility to help meet your client's unique financial goals.  Presented by […]

  • Life Insurance Basics Series

    Host: Bertha Garcia - Life Insurance Specialist Description: The training covers the fundamentals of life insurance, including how it works, common policy types, riders, and key terms. Participants will learn the purpose of life insurance and how to identify basic client needs, communicate confidently, and responsibly recommend appropriate life insurance solutions. Dates: January 7, 2026 […]

  • January 2026 – Life & Financial Live Webinar Series

    Host: Enrique Torres - Life Insurance Specialist January 8th - Corebridge Financial believes no one achieves a financially secure future by accident—great things happen when people act. Presented by Tom Brown, Regional V.P. January 15th – F&G  turns Aspirations into Reality by offering benefits & flexibility to help meet your client's unique financial goals.  Presented by […]

  • FREE Life and Health Insurance Virtual Licensing Class

    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

  • ¡GRATIS! Clase Virtual de Licencia de Seguro de Vida y Salud en Español

    En solo dos días de concentración, tendrá la oportunidad de aprender de nuestro equipo de expertos y prepararse para su examen de licencia de seguro.   Registrate AQUI   ¿Preguntas? Contact Gwen Szmanski (817) 410-5823 gwen@preferredadvisors.com

  • Life Insurance Basics Series

    Host: Bertha Garcia - Life Insurance Specialist Description: The training covers the fundamentals of life insurance, including how it works, common policy types, riders, and key terms. Participants will learn the purpose of life insurance and how to identify basic client needs, communicate confidently, and responsibly recommend appropriate life insurance solutions. Dates: January 7, 2026 […]

  • January 2026 – Life & Financial Live Webinar Series

    Host: Enrique Torres - Life Insurance Specialist January 8th - Corebridge Financial believes no one achieves a financially secure future by accident—great things happen when people act. Presented by Tom Brown, Regional V.P. January 15th – F&G  turns Aspirations into Reality by offering benefits & flexibility to help meet your client's unique financial goals.  Presented by […]

  • Mastering the UHC Agent Portal (Jarvis)

    What to Expect: A walkthrough of quoting, enrollment, marketing materials, and support tools. Description: This webinar provides a guided walkthrough of Jarvis, UHC’s agent portal. Agents will learn how to navigate key tools such as digital enrollment platforms, quoting resources, marketing materials, sales analytics, and compliance documents. Live demonstrations will show agents how to streamline […]

  • Deep Dive into HealthSpring D-SNP

    Description Join us for a focused webinar, Deep Dive into HealthSpring D-SNP, where we’ll break down plan features, member benefits, and key advantages for clients. This session is designed to help you better understand the D-SNP structure and confidently support your customers. Hosts Tyler Culp | VP of Sales Dustin Hernandez | Product Specialist Guest […]