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  • UnitedHealthcare Retail Opportunities: Getting into Stores & Succeeding

    What to Expect: How to qualify for and maximize UHC’s retail programs (Walmart, CVS, etc.). Description: UnitedHealthcare’s retail presence creates high-visibility, high-volume opportunities for agents. This webinar explains the full process, from applying for retail locations and meeting participation requirements to preparing materials, engaging walk-ins, and converting conversations into enrollments. Agents will receive scripts, best […]

  • UnitedHealthcare Product Deep Dive & Member Benefits

    Description: This webinar provides an in-depth look at UnitedHealthcare ACA products, plan designs, and member benefits. We’ll review key features, positioning strategies, and what sets UHC plans apart for different client scenarios. We’re also joined by Sonia Porras from UnitedHealthcare, who will share insights, updates, and best practices to help agents confidently present and support UHC coverage. Hosts: […]

  • Lincoln Financial -Client Conversations – Addressing Longevity Risk

    Description: Please register for Lincoln Financial -Client Conversations - Addressing Longevity Risk Dan Leutwyler, SVP Annuity Solutions on May 13, 2026 1:00 PM CDT Host: Derek Baltimore, Annuity Product Specialist - Empower Brokerage Guest Speaker:  Dan Leutwyler - SVP Annuity Solutions   REGISTER HERE

  • 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

  • Supplemental benefits offered by HealthSpring Medicare Advantage plans (Vision, Hearing, etc.)

    Description 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 […]

  • Intro to Reference-Based Pricing

    Description:  Join us for a breakdown of reference-based pricing plans with Nationwide sales executive, Cory Satlow. This training will help you gain valuable knowledge on the basics of reference-based pricing plans while diving into Nationwide’s reference-based pricing products and why they are right for your client. Host: Maria Hernandez, Employee Group Benefit Specialist & Aflac […]

  • Unlock the Power of Aetna’s CVS Retail Program

    Description: Join us for an engaging, fast-paced webinar designed to spotlight how Aetna’s CVS Retail Program is transforming the member experience and delivering smarter, more convenient healthcare access. In this webinar, you’ll discover how this innovative program connects agents to the nationwide CVS Retail network—making care more accessible, affordable, and seamless. Host: Tyler Culp, Vice […]

  • Deep Dive Into C-SNP Plan Benefits

    Description In our Deep Dive Into C-SNP Plan Benefits webinar, we’ll explore the unique features, care coordination, and enhanced support built into these specialized plans. It’s a great opportunity to expand your expertise and better serve clients with chronic health needs.   Hosts Tyler Culp | VP of Sales Dustin Hernandez | Product Specialist   […]

  • WellCare 2026 Certifications & AEP Preparation

    Description: Get Ready for AEP 2026 — Start Strong with WellCare! Join us for an energizing, must-attend webinar designed to set you up for success in WellCare 2026 Certifications & AEP Preparation. We’ll break down what’s new for 2026, walk you through certification requirements step-by-step, and share proven strategies to help you prepare confidently for […]

  • UHC Certifications & AEP Preparation: What to Expect for 2027

    What to Expect: What agents need to know for certification, compliance, and the upcoming AEP season. Description: Close the series with a forward-focused session addressing 2027 certification requirements, annual product updates, compliance expectations, and AEP readiness best practices. Agents will receive step-by-step guidance on navigating UHC certifications, completion timelines, avoiding the most common certification mistakes, […]

  • Ambetter Product Deep Dive & Member Benefits

    Description: This webinar takes a closer look at Ambetter ACA products, plan designs, and member benefits. We’ll cover key features, positioning strategies, and common use cases to help agents better match clients with the right Ambetter plans. We’ll also be joined by Patrick McDonald, who will share carrier insights, updates, and practical tips to help you […]