Calendar: Phil-Am Insurance Agency

Join us for a focused session on how to sell Medicare Supplement plans and pair them with Heartland’s
Hospital Indemnity coverage. Presenter Jesse Henden will walk through product positioning, client
conversations, and strategies to strengthen your MedSupp pitch with complementary hospital indemnity
benefits.

RSVP through the training form to reserve your spot.

The Power Behind Spark. Learn how to utilize your Spark Platform to increase client and agent retention.

This training covers key features and strategies to get the most out of Spark and keep your book of business growing.

What SEP Can I Use Now?

A training on Medicare Special Enrollment Periods and what’s available in 2026.

We’ll cover the different enrollment periods, which SEPs you can use right now, and how to identify the right enrollment

window for your clients.

An ACA overview & How to Process Applications on HealthSherpa.

Join us for a hands-on training covering the basics of ACA/ObamaCare plans and a step-by-step walkthrough of processing

applications through the HealthSherpa platform.

Learn how you can write business year-round with a 5 Star Plan.

This session covers everything you need to know about Devoted’s 5 Star rated plans and how to leverage them to grow your

book of business.

Learn how to confidently navigate LIS and Medicaid levels when working with your clients.

This training will break down the different LIS/Medicaid levels into an easy-to-use guide, helping you better understand

your clients’ benefits and provide the right plan recommendations.

Learn how to effectively present supplemental coverage options and better support your clients’ needs.

This training will cover strategies for selling supplemental plans and growing your book of business.

By the end of this session, attendees will:

• Understand how commissions flow from carrier → staging → ledger

• Know how to refresh data correctly

• Identify discrepancies

• Track personal production by carrier and month

• Use the dashboard confidently