Preferred Senior Advisors

Alexandria, LA – Empower Brokerage’s 2026 Roadshow: The Legacy Blueprint
2026-04-28 11:00 - 15:00 (America/Chicago)
Are you ready to take your business further than ever before? Join us for The Legacy Blueprint — a powerful seminar designed to equip you with the strategies, tools, and resources you need to thrive in today’s market.
Here is why you should attend our 2026 roadshow:

Learn How To Be Successful with the New ICHRA Products Available In Your Area
Learn About New Products and Carrier Opportunities In Your Area
Leverage Cutting-Edge Training Resources
Learn a Strategy to Combat Non-Commissionable Products from Carriers
Learn How Empower Can Help You Become a Registered Social Security Advisor
Maximize Results with Our Proven Free Lead Programs
Take Charge of Your Online Social Media Presence to Generate More Leads
Gain access to Empower Exclusive Doctor Partnership Programs
Master step-by-step sales strategies that deliver success
Learn About the New Opportunities for Ancillary Sales and Why Empower Is A Top Producer for Allstate
Learn Our Blueprint for Agency Creation & Expansion
Last But Not Least, Enjoy Lunch On Us

This is your chance to meet us face-to-face, connect with industry experts, and learn how Empower is helping agents succeed every single day.
Seats are limited — don’t miss this opportunity to gain insights, strategies, and connections that can help you see more people, close more deals, and grow your income.
Reserve your spot today!
REGISTER HERE

Organizers

Paul Wood, Regional Sales Director – AR, LA, Amarillo, Denison, Sherman, & Wichita Falls, TX
John Shinn – Senior Benefits Specialist

Venue
Verona Italian Restaurante
3805 Halsey St
Alexandria, LA 71301 (Map)

Lafayette, LA – Empower Brokerage’s 2026 Roadshow: The Legacy Blueprint
2026-04-29 11:00 - 15:00
Are you ready to take your business further than ever before? Join us for The Legacy Blueprint — a powerful seminar designed to equip you with the strategies, tools, and resources you need to thrive in today’s market.
Here is why you should attend our 2026 roadshow:

Learn How To Be Successful with the New ICHRA Products Available In Your Area
Learn About New Products and Carrier Opportunities In Your Area
Leverage Cutting-Edge Training Resources
Learn a Strategy to Combat Non-Commissionable Products from Carriers
Learn How Empower Can Help You Become a Registered Social Security Advisor
Maximize Results with Our Proven Free Lead Programs
Take Charge of Your Online Social Media Presence to Generate More Leads
Gain access to Empower Exclusive Doctor Partnership Programs
Master step-by-step sales strategies that deliver success
Learn About the New Opportunities for Ancillary Sales and Why Empower Is A Top Producer for Allstate
Learn Our Blueprint for Agency Creation & Expansion
Last But Not Least, Enjoy Lunch On Us

This is your chance to meet us face-to-face, connect with industry experts, and learn how Empower is helping agents succeed every single day.
Seats are limited — don’t miss this opportunity to gain insights, strategies, and connections that can help you see more people, close more deals, and grow your income.
Reserve your spot today!
REGISTER HERE
Organizers

Paul Wood, Regional Sales Director – AR, LA, Amarillo, Denison, Sherman, & Wichita Falls, TX
John Shinn – Senior Benefits Specialist

Venue
Fairfield by Marriott
1606 Pinhook Rd
Lafayette, LA 70508 (See Map)

Trenton, NJ – Empower Brokerage’s 2026 Roadshow: The Legacy Blueprint
2026-04-29 11:00 - 15:00
Are you ready to take your business further than ever before? Join us for The Legacy Blueprint — a powerful seminar designed to equip you with the strategies, tools, and resources you need to thrive in today’s market.
Here is why you should attend our 2026 roadshow:

Learn How To Be Successful with the New ICHRA Products Available In Your Area
Learn About New Products and Carrier Opportunities In Your Area
Leverage Cutting-Edge Training Resources
Learn a Strategy to Combat Non-Commissionable Products from Carriers
Learn How Empower Can Help You Become a Registered Social Security Advisor
Maximize Results with Our Proven Free Lead Programs
Take Charge of Your Online Social Media Presence to Generate More Leads
Gain access to Empower Exclusive Doctor Partnership Programs
Master step-by-step sales strategies that deliver success
Learn About the New Opportunities for Ancillary Sales and Why Empower Is A Top Producer for Allstate
Learn Our Blueprint for Agency Creation & Expansion
Last But Not Least, Enjoy Lunch On Us

This is your chance to meet us face-to-face, connect with industry experts, and learn how Empower is helping agents succeed every single day.
Seats are limited — don’t miss this opportunity to gain insights, strategies, and connections that can help you see more people, close more deals, and grow your income.
Reserve your spot today!
REGISTER HERE

Organizers

Camerine Robinson, Regional Sales Director – CT, ME, MA, NH, NJ, NY, PA, RI, VT
Dan Loveless, National Growth Director

Venue
Cooper’s Riverview
50 Riverview Plaza
Trenton, NJ 08611 (MAP)

Lake Charles, LA – Empower Brokerage’s 2026 Roadshow: The Legacy Blueprint
2026-04-30 11:00 - 15:00
Are you ready to take your business further than ever before? Join us for The Legacy Blueprint — a powerful seminar designed to equip you with the strategies, tools, and resources you need to thrive in today’s market.
Here is why you should attend our 2026 roadshow:

Learn How To Be Successful with the New ICHRA Products Available In Your Area
Learn About New Products and Carrier Opportunities In Your Area
Leverage Cutting-Edge Training Resources
Learn a Strategy to Combat Non-Commissionable Products from Carriers
Learn How Empower Can Help You Become a Registered Social Security Advisor
Maximize Results with Our Proven Free Lead Programs
Take Charge of Your Online Social Media Presence to Generate More Leads
Gain access to Empower Exclusive Doctor Partnership Programs
Master step-by-step sales strategies that deliver success
Learn About the New Opportunities for Ancillary Sales and Why Empower Is A Top Producer for Allstate
Learn Our Blueprint for Agency Creation & Expansion
Last But Not Least, Enjoy Lunch On Us

This is your chance to meet us face-to-face, connect with industry experts, and learn how Empower is helping agents succeed every single day.
Seats are limited — don’t miss this opportunity to gain insights, strategies, and connections that can help you see more people, close more deals, and grow your income.
Reserve your spot today!
*We will provide updated event information, including the location, as we near the event date.

REGISTER HERE
Organizers

Paul Wood, Regional Sales Director – AR, LA, Amarillo, Denison, Sherman, & Wichita Falls, TX
John Shinn – Senior Benefits Specialist

Venue
121 Artisan Bistro
121 Dr Michael Debakey Dr
Lake Charles, LA 70601 (Map)

Oxford, MS – Empower Brokerage’s 2026 Roadshow: The Legacy Blueprint
2026-04-30 11:30 - 15:30
Are you ready to take your business further than ever before? Join us for The Legacy Blueprint — a powerful seminar designed to equip you with the strategies, tools, and resources you need to thrive in today’s market.
Here is why you should attend our 2026 roadshow:

1 Hour of Free CE Credit
Learn How To Be Successful with the New ICHRA Products Available In Your Area
Learn About New Products and Carrier Opportunities In Your Area
Leverage Cutting-Edge Training Resources
Learn a Strategy to Combat Non-Commissionable Products from Carriers
Learn How Empower Can Help You Become a Registered Social Security Advisor
Maximize Results with Our Proven Free Lead Programs
Take Charge of Your Online Social Media Presence to Generate More Leads
Gain access to Empower Exclusive Doctor Partnership Programs
Master step-by-step sales strategies that deliver success
Learn About the New Opportunities for Ancillary Sales and Why Empower Is A Top Producer for Allstate
Learn Our Blueprint for Agency Creation & Expansion
Last But Not Least, Enjoy Lunch On Us

This is your chance to meet us face-to-face, connect with industry experts, and learn how Empower is helping agents succeed every single day.
Seats are limited — don’t miss this opportunity to gain insights, strategies, and connections that can help you see more people, close more deals, and grow your income.
Reserve your spot today!
REGISTER HERE
Organizers

Gustavus McCoy, Regional Sales Director – Mississippi & Alabama
Jeff Hess, ACA Group & Ancillary Sales Director

Venue
Amore Italian Ristorante & Bar
705 Sisk Ave
Oxford, MS 38655 (Map)

King of Prussia, PA – Empower Brokerage’s 2026 Roadshow: The Legacy Blueprint
2026-04-30 11:30 - 16:30
Are you ready to take your business further than ever before? Join us for The Legacy Blueprint — a powerful seminar designed to equip you with the strategies, tools, and resources you need to thrive in today’s market.
Here is why you should attend our 2026 roadshow:

Learn How To Be Successful with the New ICHRA Products Available In Your Area
Learn About New Products and Carrier Opportunities In Your Area
Leverage Cutting-Edge Training Resources
Learn a Strategy to Combat Non-Commissionable Products from Carriers
Learn How Empower Can Help You Become a Registered Social Security Advisor
Maximize Results with Our Proven Free Lead Programs
Take Charge of Your Online Social Media Presence to Generate More Leads
Gain access to Empower Exclusive Doctor Partnership Programs
Master step-by-step sales strategies that deliver success
Learn About the New Opportunities for Ancillary Sales and Why Empower Is A Top Producer for Allstate
Learn Our Blueprint for Agency Creation & Expansion
Last But Not Least, Enjoy Lunch On Us

This is your chance to meet us face-to-face, connect with industry experts, and learn how Empower is helping agents succeed every single day.
Seats are limited — don’t miss this opportunity to gain insights, strategies, and connections that can help you see more people, close more deals, and grow your income.
Reserve your spot today!
REGISTER HERE

Organizers

Camerine Robinson, Regional Sales Director – CT, ME, MA, NH, NJ, NY, PA, RI, VT
Dan Loveless, National Growth Director

Venue
Maggiano’s Little Italy – King of Prussia, PA
160 N Gulph Road
King of Prussia, PA 19406 United States (MAP)

Baytown, TX – Empower Brokerage’s 2026 Roadshow: The Legacy Blueprint
2026-05-01 11:00 - 15:00
Are you ready to take your business further than ever before? Join us for The Legacy Blueprint — a powerful seminar designed to equip you with the strategies, tools, and resources you need to thrive in today’s market.
Here is why you should attend our 2026 roadshow:

1 Hour of Free CE Credit
Learn How To Be Successful with the New ICHRA Products Available In Your Area
Learn About New Products and Carrier Opportunities In Your Area
Leverage Cutting-Edge Training Resources
Learn a Strategy to Combat Non-Commissionable Products from Carriers
Learn How Empower Can Help You Become a Registered Social Security Advisor
Maximize Results with Our Proven Free Lead Programs
Take Charge of Your Online Social Media Presence to Generate More Leads
Gain access to Empower Exclusive Doctor Partnership Programs
Master step-by-step sales strategies that deliver success
Learn About the New Opportunities for Ancillary Sales and Why Empower Is A Top Producer for Allstate
Learn Our Blueprint for Agency Creation & Expansion
Last But Not Least, Enjoy Lunch On Us

This is your chance to meet us face-to-face, connect with industry experts, and learn how Empower is helping agents succeed every single day.
Seats are limited — don’t miss this opportunity to gain insights, strategies, and connections that can help you see more people, close more deals, and grow your income.
Reserve your spot today!
*We will provide updated event information, including the location, as we near the event date.
REGISTER HERE
Organizers

Zoom Nguyen, Regional Sales Director – Houston
Alex Reyes, Regional Sales Director – Houston, TX

Venue
Saltgrass Steak House – Baytown, TX
4400 E Freeway
Baytown, TX 77521 (MAP)

Supplemental Benefits Offered by Prominence Medicare Advantage plans (Vision, Hearing, etc.)
2026-05-05 15:00 - 16:00
Description
In this Supplemental Benefits webinar, we’ll take a closer look at the vision, hearing, and other health-focused perks included in Prominence Medicare Advantage plans. Learn how these benefits elevate the member’s experience and set the plans apart.

Hosts
Tyler Culp | VP of Sales
Dustin Hernandez | Product Specialist

Presenters
Matthew Pollock | Director of Sales Success
Patricia Cantu | Sales Operations Coordinator
Paul Moreno | Sales Success Manager

REGISTER HERE

May Live Life Insurance Training Series: Assurity
2026-05-07 13:00 - 13:45
May Live Life Insurance Training Series, each 30-minute session to be held on Thursdays at 1 o’clock central.

May 7th – Assurity – Breaking Down Accident & Critical Illness: What Agents Need to Know presented by Jeff M. & Skyler E.
May 14th – Ethos – Introduction of Solution, Resources & Sales Support presented by Jason C.
May 21st – SBLI – Pricing & Underwriting Updates, Whole Life for Final Expense and OmniTrak Instant Decision Term presented by Sheryl S. & Jeff M.
May 28th – Columbus Life – Single Premium IUL Solution integrating the Premium Deposit Account to avoid a MEC presented by Jennifer B

One Registration for ALL four May events
REGISTER HERE

WellCare D-SNP: Unlocking Value for Dual-Eligible Members
2026-05-07 15:00 - 16:00
Description:
Join us for a power-packed, agent-focused training designed to help you confidently grow your Dual-Eligible Special Needs Plan (D-SNP) business with WellCare. This dynamic one-hour webinar will break down D-SNP eligibility, spotlight the benefits that matter most to dual-eligible members, and show you how to position WellCare D-SNP plans to win in today’s competitive market. Whether you’re new to D-SNP or looking to sharpen your approach, this session will equip you with the tools, confidence, and knowledge to better serve your clients while maximizing enrollment opportunities.
Host:
Tyler Culp, Vice President of Sales – Empower Brokerage
Guest Speakers:
Karen Gil
REGISTER NOW

UnitedHealthcare Product Deep Dive & Member Benefits
2026-05-13 11:00 - 12:00
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:
Brock Bartlett, ACA Product Specialist, Life & Health Sales, Regional Sales Director – Empower Brokerage
Garrett Wilczynski, Leads Administrator & Product Specialist – Empower Brokerage
Jeff Hess, ACA Group & Ancillary Sales Director – Empower Brokerage
Tyler Culp, Vice President of Sales – Empower Brokerage
Guest Speaker:
Sonia Porra – UnitedHealthCare

REGISTER NOW

Lincoln Financial -Client Conversations - Addressing Longevity Risk
2026-05-13 13:00 - 13:20
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

May Live Life Insurance Training Series: Ethos
2026-05-14 13:00 - 13:45

Nationwide Product Overview
2026-05-15 13:00 - 13:45
Description:
Join us for an overview of Nationwide’s group health products with Nationwide sales executive, Cory Satlow. This training will help you gain valuable knowledge on Nationwide’s products, employer benefits with Nationwide and client servicing.
Host:
Maria Hernandez, Employee Group Benefit Specialist & Aflac Product Specialist – Empower Brokerage
Guest speaker:
Cory Satlow, Nationwide – sales executive – group health

REGISTER NOW

FREE Life and Health Insurance Virtual Licensing Class
2026-05-16 10:00 - 2026-05-17 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 Gwen Szmanski
(817) 410-5823
gwen@preferredadvisors.com

¡GRATIS! Clase Virtual de Licencia de Seguro de Vida y Salud en Español
2026-05-16 10:00 - 2026-05-17 18:30
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.
¿Preguntas?
Contacto Gwen Szmanski
(817) 410-5823
gwen@preferredadvisors.com

Supplemental benefits offered by HealthSpring Medicare Advantage plans (Vision, Hearing, etc.)
2026-05-19 15:00 - 16:00
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 and financial well-being.
Hosts
Tyler Culp | VP of Sales
Dustin Hernandez | Product Specialist
Presenters
Chris Pfalzgraf | HealthSpring Sr Supervisor
Jessica Sauer | HealthSpring Virtual Broker Manager

REGISTER NOW

Intro to Reference-Based Pricing
2026-05-21 13:00 - 13:45
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 Specialist – Empower Brokerage
Guest Speaker:
Cory Satlow, Nationwide – sales executive – group health
REGISTER NOW

May Live Life Insurance Training Series: SBLI
2026-05-21 13:00 - 13:45

Unlock the Power of Aetna’s CVS Retail Program
2026-05-21 15:00 - 16:00
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 President of Sales – Empower Brokerage
Guest Speakers:
Oke Olaitan
REGISTER NOW

Allstate Medical Expense Shield: New Bundled Health Product Overview
2026-05-28 11:00 - 12:00
Description:
Join Empower Brokerage for an agent-facing webinar featuring Letty Perez and Mike Lichtman with Allstate. During this session, Letty and Mike will introduce Allstate’s new Medical Expense Shield product, available with first effective dates beginning June 1, 2026. Agents will learn how MES combines Short Term Medical coverage with a fixed-benefit plan through one application and one premium, along with product structure, ideal customer profiles, state availability, key reminders, and important positioning points.

Host:
Garrett Wilczynski, Product Specialist: ACA, Allstate, Devoted Health – Empower Brokerage

Guest Speaker:
Letty Perez and Mike Lichtman – Allstate

REGISTER NOW

May Live Life Insurance Training Series: Columbus Life
2026-05-28 13:00 - 13:45

Deep Dive Into C-SNP Plan Benefits
2026-06-02 15:00 - 16:00
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

Presenters
Matthew Pollock | Director of Sales Success
Patricia Cantu | Sales Operations Coordinator
Paul Moreno | Sales Success Manager

REGISTER HERE

ICHRA 101- Employer Solutions
2026-06-03 14:30 - 15:30
Description:
Join our ICHRA team for an exciting discussion on some of the many different employer solutions you can offer being an agent with Empower Brokerage. Learn how to complete the census and proposal request form to get a quote from our team to share with potential group enrollees!
Hosts:
Maria Hernandez, Mackenzie Culp, Jeff Hess, Garrett Wilczynski, Brock Bartlett, and Tyler Culp

REGISTER NOW

Summer-Time Life Insurance Training
2026-06-04 13:00 - 13:30, 2026-06-11 13:00 - 13:30
Summer-Time Life Insurance Training webinars are held every Thursday at 1 o’clock central.
Preparing your Health Insurance-related activity toward the latter half of the year, the following life insurance carriers will be highlighting solutions that will complement your overall Insurance Practice. One registration for all live webinars, plus you will have access to recordings & materials presented by each respective life carrier representative.

June 4th – American Amicable presented by Constanza Soncini, Distribution Manager
June 11th – Gerber Life by Michael Brandenburg, CLU, ChFC, National Account Manager
June 18th – Mutual of Omaha by Cindy Burks, Senior Account Executive, Brokerage Life Sales
June 25th – Foresters by David Johnson, Internal Wholesaler, Sales Support

One Registration for ALL four June webinar events

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

REGISTER NOW

WellCare 2026 Certifications & AEP Preparation
2026-06-04 15:00 - 16:00
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 AEP. Whether you’re a seasoned agent or gearing up for your first AEP with WellCare, this session will give you the clarity, tools, and momentum you need to hit the ground running.
Host:
Tyler Culp, Vice President of Sales – Empower Brokerage
Guest Speakers:
Karen Gil

REGISTER NOW

UHC Certifications & AEP Preparation: What to Expect for 2027
2026-06-08 10:00 - 11:00
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, and preparing efficiently for the upcoming selling season. This session also covers new product rollout milestones for 2027 and how to update sales strategies accordingly.
Hosts:
Caroline Jester, Compliance Officer, UHC Product Specialist – Empower Brokerage
Tyler Culp, Vice President of Sales

REGISTER HERE

Ambetter Product Deep Dive & Member Benefits
2026-06-10 11:00 - 12:00
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 confidently present and support Ambetter coverage
Hosts:
Brock Bartlett, ACA Product Specialist, Life & Health Sales, Regional Sales Director – Empower Brokerage
Garrett Wilczynski, Leads Administrator & Product Specialist – Empower Brokerage
Jeff Hess, ACA Group & Ancillary Sales Director – Empower Brokerage
Tyler Culp, Vice President of Sales – Empower Brokerage
Guest Speaker:
Patrick McDonald

REGISTER HERE

HealthSpring Supplemental Benefits
2026-06-16 15:00 - 16:00
Description:
Join us for a quick overview of HealthSpring Medicare Supplement and ancillary products designed to help clients enhance their healthcare coverage. In this webinar, we’ll review key MedSup plan benefits, explore ancillary options such as dental, vision, and hearing coverage, and discuss how these solutions can provide added value and peace of mind for beneficiaries. Ideal for agents looking to expand their product knowledge and better serve Medicare-eligible clients.
Hosts:
Tyler Culp, Vice President of Sales – Empower Brokerage
Guest Speakers:
Chris Pfalzgraf – HealthSpring
Jessica Sauer – HealthSpring

REGISTER NOW
