Preferred Senior Advisors

Veteran Initiative Program (V.I.P.) Meetings
2025-06-09 12:30 - 13:00, 2025-07-14 12:30 - 13:00 (America/Chicago)
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

Medicare Supplements Sales Strategies
2025-06-11 10:00 - 11:00, 2025-07-09 10:00 - 11:00
Host: John Shinn – Senior Benefits Specialist
Join John Shinn and fellow agents to learn how to INCREASE YOUR INCOME!

Register HERE

Mastering Social Media - Google Ads
2025-06-12 10:30 - 11:30
Mastering Social Media – Google Ads
Host: Kayla Gonzalez, Social Media Manager – Empower Brokerage
Master the art of online advertising with Google Ads!
Learn to create targeted campaigns, optimize your budget, and drive results to grow your business.

*Register once for all trainings.
Register HERE

Life Insurance Series - Your Initial Prospect Approach & Discovery Conversation
2025-06-12 13:00 - 13:30, 2025-06-19 13:00 - 13:30, 2025-06-26 13:00 - 13:30
Host: Enrique Torres, Life Insurance Specialist
During June, you will hear directly from four Empower Brokerage top life insurance specialist producers. Each will share best practices they personally use when approaching clients or new prospects on the topic of life insurance. Whether transactional or relationship-related, these techniques could establish a pipeline of life insurance clients and leads.
Register once for all four sessions in this series, don’t miss out.

Register HERE

Medicare Supplement Sales Strategies
2025-06-18 10:00 - 11:00, 2025-06-25 10:00 - 11:00, 2025-07-02 10:00 - 11:00, 2025-07-16 10:00 - 11:00, 2025-07-23 10:00 - 11:00, 2025-07-30 10:00 - 11:00

Unlocking Powerful Crediting Strategies Within Lincoln's OptiBlend Series
2025-06-18 11:00 - 12:00
Host: Derek Baltimore – Annuity Product Specialist
Guest Speaker: Dan Leutwyler, Regional Marketing Director – Lincoln Financial Distributors
Your host, Derek Baltimore, LACP and Annuity Sales Director at Empower Brokerage, will be joined by special guest Dan Leutwyler, Regional Marketing Director of Lincoln Financial Distributors. Together, they’ll explore Lincoln’s OptiBlend Fixed Indexed Annuity (FIA), with a particular focus on its cutting-edge crediting strategies.
Dan will provide an in-depth look at the unique and powerful crediting options available within the OptiBlend FIA, including how these strategies are designed to deliver growth potential that may surpass other FIA offerings in the marketplace. You’ll gain valuable insights into how these features can help protect your clients’ savings while maximizing growth opportunities—even in uncertain markets.

Register HERE

Dallas, TX - Empower's 2025 Roadshow: Ready. Set. Go!
2025-06-19 10:00 - 15:00 | Maggiano’s Little Italy – NorthPark, 205 NorthPark Ctr, Dallas, TX, 75225, United States
Hosted By: Savva Zingas & Kelli Grimes – Regional Sales Directors
Are you ready to take your business to the next level? Join us for an exciting seminar designed to empower you with the tools, strategies, and resources to grow your business like never before!
At Ready. Set. GO! you’ll discover how Empower Brokerage can help you:

Leverage cutting-edge training resources
Maximize results with our proven lead programs
Take charge of your online social media presence
Gain access to Empower exclusive provider partnership programs
Master step-by-step sales strategies that deliver success
Grow or build an agency from the ground up

We invite you to meet us face-to-face and discover how we support agents like you.
Don’t miss this opportunity to gain actionable insights and proven strategies to see more people, close more deals, and make more money!

*Seats are limited, so reserve your spot today!

Register

FREE Life and Health Insurance Virtual Licensing Class
2025-06-21 10:00 - 2025-06-22 18:30, 2025-07-26 10:00 - 2025-07-27 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

Healthy America Deep Dive
2025-06-24 11:00 - 12:00
Host: Katelyn Culp – Director of Operations
This training will cover the amazing ancillary products that Healthy America offers. Learn how you can round out your sales and make more money!

Register HERE

Weatherford, TX - Empower's 2025 Roadshow: Ready. Set. Go!
2025-06-24 11:00 - 15:00 | Oaxaca Mexican Cuisine, 216 I-20 Frontage Rd, Weatherford, TX, 76086, United States

Accelerating Retirement Readiness: Exploring Athene's Agility Series
2025-06-26 11:00 - 11:40
Host: David Selden – Annuity Product Specialist
In this exclusive webinar, Ellie Mindrup, Internal Wholesaler at Athene, will provide an insider’s perspective on how the Agility Series stands apart in today’s annuity marketplace. With a focus on client value and flexibility, Ellie will walk attendees through:

The Built-In Bonus Advantage: How the Agility Series offers clients an upfront income or accumulation bonus, helping to accelerate retirement goals, at no additional cost.
Enhanced Death Benefit Protection: Ellie will explain how the Agility Series provides a built-in death benefit feature that offers peace of mind to beneficiaries — a benefit often considered optional elsewhere, but included standard here.
Positioning for Real-World Scenarios: Through her experience working with advisors, Ellie will offer practical ways to present these features to clients who are seeking security, income growth, and legacy planning — all in one streamlined product.

Don’t miss this opportunity to learn how Athene’s Agility Series can be a powerful solution in your client conversations — combining value, protection, and growth potential without hidden costs.

Register HERE

North American Annuities with KC Lane
2025-07-01 11:30 - 12:15
Hosts: David Selden – Annuities Product Specialist
Katelyn Culp – Director of Operations
Details
Here’s your opportunity to learn about one of the most highly respected carriers in the fixed annuity space. North American offers a broad line of annuity products with a very competitive array of riders and benefits. Always leading the marketplace with new product innovations, North American can quickly become one of your key carriers to represent to clients.

Register HERE

Supplemental Benefits Offered by Cigna Medicare Advantage Plans
2025-07-02 10:00 - 11:00
Hosts:
Tyler Culp, VP of Sales – Empower Brokerage
Dustin Hernandez, Cigna Product Specialist – Empower Brokerage
Details
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.

Register HERE

Mastering Social Media - Social Media Compliance for Insurance Agents
2025-07-10 10:30 - 11:30
Mastering Social Media – Social Media Compliance for Insurance Agents
Host: Kayla Gonzalez, Social Media Manager – Empower Brokerage
Stay professional and protected with our social media compliance training!
Learn the dos and don’ts of posting, advertising, and engaging on social media while staying compliant with industry regulations.

*Register once for all trainings.
Register HERE

RSSA: Registered Social Security Analysts Opportunity Overview
2025-07-10 10:30 - 11:30
Host: Katelyn Culp – Director of Operations
Want to gain a competitive edge? Empower has a new opportunity to increase your sales across all lines of business. In this webinar, we will discuss how the RSSA program works, its costs, the certification process, and, of course, the opportunities it presents!

Register HERE

Easy Options for Life Insurance New Business Submissions
2025-07-10 13:00 - 13:30, 2025-07-17 13:00 - 13:30, 2025-07-24 13:00 - 13:30, 2025-07-31 13:00 - 13:30
Host: Enrique Torres – Life Insurance Specialist
July’s life insurance series will focus on carriers that offer quick, intuitive & friendly new business application processes. A featured carrier may offer one or more submission options for final expense, term insurance, whole life, or accidental death. Application options may be simplified, accelerated, instant decision, electronic, telephonic, or a telemed interview process.
One registration now will give you access to all featured life insurance carriers in the series. Registrants will receive a weekly announcement of the featured carrier: Assurity, SBLI, Foresters, and Transamerica.

Register HERE

Nationwide (Allstate) Employer Products Overview
2025-08-05 14:30 - 15:30
Host: Mackenzie Culp – Group Administrator
Guest Speaker: Zachary Wedge, Nationwide Financial, Sales Executive – Small Group Health Insurance
Join us for an overview of Nationwide’s (formerly Allstate) group health products with Zachary Wedge. This training will help you gain valuable knowedge on Nationwide’s products, employer benefits with Nationwide, and client servicing.

Register HERE
