Medicare Supplements Sales Strategies
2025-09-24 10:00 - 11:00, 2025-10-01 10:00 - 11:00, 2025-10-08 10:00 - 11:00, 2025-10-15 10:00 - 11:00, 2025-10-22 10:00 - 11:00, 2025-10-29 10:00 - 11:00, 2025-11-05 10:00 - 11:00, 2025-11-12 10:00 - 11:00 (America/Chicago) and 3 more dates
Host: John Shinn – Senior Benefits Specialist
Join John Shinn and fellow agents to learn how to INCREASE YOUR INCOME!

Register HERE

September Life Insurance Series
2025-09-25 13:00 - 13:30
September 18th – Lincoln Financial – Ideas and solutions for prospects to plan for short-term needs to further achieve long-term financial goals. Initial product resources will be covered to get fully contracted with this J.I.T. carrier.
September 25th – Mutual Trust – Permanent life insurance solutions partnering with Empathy, a comprehensive support system for loss, to help beneficiaries of their policies be supported when they need it most, addressing potential issues such as planning a funeral, writing an obituary, or settling their financial affairs.

Register HERE
*Register once for all trainings.

FREE Life and Health Insurance Virtual Licensing Class
2025-09-27 10:00 - 2025-09-28 18:30, 2025-11-08 10:00 - 2025-11-09 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

Unlock New Opportunities: Allstate's 3x4 Short Term Medical Plan in Texas
2025-10-02 11:00 - 12:00
Host: Garrett Wilczynski – Allstate Product Specialist
Join Preferred Advisors and Allstate for an exclusive agent-facing webinar introducing Allstate’s innovative 3-by-4-month Short Term Medical (STM) plan now available in Texas! This powerful new STM option allows clients to stack three consecutive 4-month terms – providing greater flexibility, continuous coverage options, and enhanced commission potential for you.
In this session, Allstate experts will walk you through:

Key features and benefits of the 3×4 STM plan
Ideal client profiles and strategies
How this plan fits into the broader health insurance landscape in Texas
Q&A to get your questions answered directly

Don’t miss this opportunity to expand your product portfolio and offer your clients more choices in uncertain times. Register today and stay ahead of the curve with Preferred Advisors and Allstate!

Register HERE

October Life Insurance Series Featuring Five Carrier Solutions
2025-10-02 13:00 - 13:30, 2025-10-09 13:00 - 13:30, 2025-10-16 13:00 - 13:30, 2025-10-23 13:00 - 13:30, 2025-10-30 13:00 - 13:30
Hosted By: Enrique Torres – Life Insurance Specialist

October 2nd: Gerber – Simple & Straightforward: Guaranteed Issue Final Expense, Guaranteed Issued Accident Protection & Simplifies Issue Grow Up Plan
October 9th: Columbus Life – IUL & UL Solutions with a Focus on Budget and Featured Living Benefit Riders
October 16th: Transamerica – Serving Advanced Market Prospects Such as Resident & Non-Resident High Net Worth Foreign National Solutions
October 23rd: Mutual of Omaha – Presentation and Review of Simplified Issue Life Insurance Products and Resources
October 30th: Lincoln – LIVE ONLY (no recording available) – A Discussion on Life Insurance Solutions and Agent Prospecting Resources

*Only register once for all trainings.

Register HERE

Veteran Initiative Program (V.I.P.) Meetings
2025-10-13 12:30 - 13:00, 2025-11-10 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

National Life Group's NEW Instant Issue IUL
2025-10-28 14:00 - 15:00
Hosts:
Katelyn Culp – Director of Operations
Enrique Torres – Life Insurance Specialist
Bertha Garcia – Life Insurance Specialist
Guest Host: Jake Peck, Sales Director – National Life Group
National Life Group has just released its new instant issue IUL: RapidProtect! This product is a strong tool for you this upcoming OEP. National Life Group Sales Director, Jake Peck, will be introducing the product and its quick and easy application process.

Register HERE

2026 National ACA Carrier Rollout
2025-10-31 09:30 - 15:00
Host: Tyler Culp – VP of Sales
Join us for a joint rollout for several different ACA carriers for the 2026 Plan Year! We’ll have several speakers from various carriers to give you a preview of what to expect for the 2026 Open Enrollment Period.

Register HERE

November Life Insurance Series featuring Three Carrier Solutions
2025-11-06 13:00 - 13:30, 2025-11-13 13:00 - 13:30, 2025-11-20 13:00 - 13:30
Host: Enrique Torres – Life Insurance Specialist
6th of November – Foreign National Life Insurance Solutions through Transamerica, presented by Trey Fairman JD, LLM
13th of November – Real-Time Whole Life decision via digitalized agent & customer eApp process through Foresters’ “Live Well Plus”, presented by David Johnson, Sales Support
20th of November – Cost-effective Final Expense coverage, regardless of the insured’s health condition, through Royal Neighbors, presented by Darcy Smith, Sales Mgr.
*Only register once for all trainings.

Register HERE

¡GRATIS! Clase Virtual de Licencia de Seguro de Vida y Salud en Español
2025-11-08 10:00 - 2025-11-09 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.

Registrate AQUI

¿Preguntas?
Contact Gwen Szmanski
(817) 410-5823
gwen@preferredadvisors.com

Cross-Selling with 2026 ACA Plans
2025-11-10 10:00 - 11:00
Host: Tyler Culp – VP of Sales
Guest Speakers: Steve Davidson, Shelly Wiegad, and Molly Powell
Join us for an exciting discussion about how Healthy America’s GAP plans can be used to fill in the sizable gaps in coverage that the vast majority of 2026 ACA plans will have- and make more money doing it!

Register HERE

December 2025 - Life & Financial Live Webinar Series
2025-12-04 13:00 - 13:30
Host: Enrique Torres – Life Insurance Specialist
4th of December – Transamerica FFIUL II Express. This may be your go-to instant decision Index Universal Life solution for healthy, early in their career prospects, presented by Catherine Schroeder, Internal Wholesaler.
11th of December – Assurity – A final expense alternative, plus Critical Illness, Accident Insurance, Grandparent Owned Juvenile Whole Life and ROP Term to compliment your life insurance solutions, presented by Jordan Callihan, Regional Wholesaler.
18th of December – National Life Group – Lifelong protection in an instant! RapidProtect is indexed universal life insurance that provides lifetime protection with Accelerated Benefits Riders, presented by Jake Peck, Director, Independent Distribution.
*Only register once for all trainings.

Register HERE
