training sessions

Additional trainings are available in the SUCCESS CENTER section

Upcoming Events

TitleDateLocation
Presidio Healthcare Product Training Webinar12 Nov 2026Online Event
Integrity | Plan N for the Win! | MEDICARE SUPPLEMENT | ENGLISH | ONLINE18 Nov 2026Online Event
SILAC | Beyond the Basics: Partial Roth Conversions in Action | ANNUITIES | ENGLISH | ONLINE18 Nov 2026Online Event
Presidio Healthcare Product Training Webinar19 Nov 2026Online Event
Presidio Healthcare Product Training Webinar26 Nov 2026Online Event
Presidio Healthcare Product Training Webinar03 Dec 2026Online Event
Presidio Healthcare Product Training Webinar10 Dec 2026Online Event
Presidio Healthcare Product Training Webinar17 Dec 2026Online Event

Past Events

TitleDateLocation
UnitedHealthcare | Medicare Monday – 2027 AEP Q&A | MEDICARE | ENGLISH | ONLINE09 Nov 2026Online Event
Presidio Healthcare Product Training Webinar05 Nov 2026Online Event
Integrity | Plan N for the Win! | MEDICARE SUPPLEMENT | ENGLISH | ONLINE04 Nov 2026Online Event
UnitedHealthcare | 2027 D-SNP Overview | MEDICARE ADVANTAGE | ENGLISH | ONLINE04 Nov 2026Online Event
UnitedHealthcare | 2027 Medicare Advantage Product Overview | MEDICARE ADVANTAGE | ENGLISH | ONLINE03 Nov 2026Online Event
Humana | AEP Updates Webinar – Houston Area | MEDICARE ADVANTAGE | ENGLISH | ONLINE03 Nov 2026Online Event
Presidio Healthcare Product Training Webinar29 Oct 2026Online Event
UnitedHealthcare | 2027 D-SNP Overview | MEDICARE ADVANTAGE | ENGLISH | ONLINE29 Oct 2026Online Event
IntegrityCONNECT – ACA Success Starts Here: Quote, Compare, Enroll28 Oct 2026Online Event
HealthSherpa | Everything You Need to Know for OEP 2027 | ENGLISH | ONLINE28 Oct 2026Online Event
Devoted Health | 2027 SNP Overview | MEDICARE ADVANTAGE | ENGLISH | ONLINE28 Oct 2026Online Event
BCBSTX | Enrolling Off-Exchange Webinar | ENGLISH | ONLINE28 Oct 2026Online Event
Antidote Health | Antidote Unpacked – PY27 Broker Training | ENGLISH | ONLINE27 Oct 2026Online Event
SAB / HealthSpring | Sidebar Health: Walgreens | ONLINE27 Oct 2026Online Event
Asset Transfer Webinar Series by Baltimore Life27 Oct 2026Online Event
SAB / Heartland National | New HIP Training | ONLINE27 Oct 2026Online Event
SAB / HealthSpring | Sidebar Health: Kroger | ONLINE26 Oct 2026Online Event
UnitedHealthcare | 2027 AEP Q&A | MEDICARE | ENGLISH | ONLINE26 Oct 2026Online Event
Community Health Choice – 2027 Marketplace Benefits Training23 Oct 2026Online Event
ANTIDOTE UNPACKED – PY27 AGENT TRAINING | SPANISH22 Oct 2026Online Event
BCBSTX | Texas 2027 Open Enrollment Virtual Roadshow | SPANISH | ONLINE22 Oct 2026Online Event
IntegrityCONNECT – Medicare Advantage AEP Accelerated22 Oct 2026Online Event
IntegrityCONNECT – How to Manage the New ACA Requirements21 Oct 2026Online Event
UnitedHealthcare – 2027 D-SNP Overview20 Oct 2026Online Event
American Home Life (AHL) | IdealFlex Hospital Indemnity Showcase | ENGLISH | ONLINE20 Oct 2026Online Event
BCBSTX | Texas 2027 Open Enrollment Virtual Roadshow | ENGLISH | ONLINE20 Oct 2026Online Event
Heartland National Life | When Your Coverage Needs Backup – Secure Select Hospital Indemnity | ONLINE20 Oct 2026Online Event
UnitedHealthcare – 2027 AEP Q&A19 Oct 2026Online Event
HealthSpring | Ask Questions, Get Materials & Navigate Systems | ENGLISH | ONLINE16 Oct 2026Online Event
IntegrityCONNECT | AEP Opportunity: Smart Book, Shopper Tags & Suggestions | ENGLISH | ONLINE14 Oct 2026Online Event
HealthSherpa | Everything You Need to Know for OEP 2027 | ENGLISH | ONLINE14 Oct 2026Online Event
HealthSpring Medicare Advantage — Dual Plans: TotalCare vs. TotalCare Plus14 Oct 2026Online Event
HEALTHSHERPA — AGENT AUTHORIZATION13 Oct 2026Online Event
ANTIDOTE UNPACKED – PY27 BROKER TRAINING13 Oct 2026Online Event
HEALTHSHERPA MEDICARE — SPANISH PLATFORM TRAINING13 Oct 2026Online Event
INTEGRITY — VOICE SOA TO VOICE SIGNATURE: THE END-TO-END PHONE SALES PROCESS13 Oct 2026Online Event
IntegrityCONNECT | Medicare Supplement Sales Process | ENGLISH | ONLINE12 Oct 2026Online Event
IntegrityCONNECT | Life AI Sales Coach | ENGLISH | ONLINE12 Oct 2026Online Event
HealthSpring | Dental Allowance (DPPO) vs. Comprehensive Dental (DHMO) | ENGLISH | ONLINE12 Oct 2026Online Event
Community Health Choice — 2027 Marketplace Broker Kickoff06 Oct 20262222 West Loop South, Houston, TX 77056, USA
Humana – 2027 Product Training | Spanish06 Oct 2026Online Event
ANTIDOTE UNPACKED – PY27 BROKER TRAINING05 Oct 2026Online Event
SCAN | 2027 Virtual Training | ENGLISH | ONLINE02 Oct 2026Online Event
DIA | Medicare AEP 2027 — Ready to Sell | ENGLISH/SPANISH | HYBRID02 Oct 2026738 South Texas 6 suite 350, Houston, TX 77079, USA
Humana | Individual Dental & Vision | ENGLISH | ONLINE01 Oct 2026Online Event
SAB / Heartland National | New HIP Launch & AEP Bonus | ENGLISH | ONLINE01 Oct 2026
DIA | ACA, Private Health & Supplemental Insurance | ENGLISH/SPANISH | HYBRID01 Oct 2026738 South Texas 6 suite 350, Houston, TX 77079, USA
KCA | 2027 Product Training | SPANISH | ONLINE30 Sep 2026Online Event
DIA | Life Insurance, Annuities & Financial Protection | ENGLISH/SPANISH | HYBRID30 Sep 2026738 South Texas 6 suite 350, Houston, TX 77079, USA
Humana – 2027 Product Training | Spanish30 Sep 2026Online Event
KCA | 2027 Product Training | ENGLISH | ONLINE29 Sep 2026Online Event
VERDA Virtual All Market Roll-Out!29 Sep 2026Online Event
IntegrityCONNECT | Calendar & Scheduling | ENGLISH | ONLINE28 Sep 2026Online Event
HealthSpring Medicare Advantage EN24 Sep 2026Online Event
ACA | Capacitación e Inscripción Abierta 202723 Sep 2026Online Event
Integrity 2027 AEP Carrier Insights | Medicare | ONLINE23 Sep 2026Online Event
ACA | Open Enrollment 2027 | ENGLISH | ONLINE23 Sep 2026Online Event
UnitedHealthcare | Houston AEP 2027 Product Overview | ENGLISH | ONLINE22 Sep 2026Online Event
Humana | AEP 2027 | BILINGUAL | HYBRID22 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
Humana | AEP 2027 | SPANISH | HYBRID22 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
Humana | AEP 2027 | ENGLISH | HYBRID22 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
American Amicable | Product Training | SPANISH | HYBRID21 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
American Amicable | Product Training | ENGLISH | HYBRID21 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
WellPoint / SAB AEP 2027 Bootcamp — Spanish18 Sep 2026738 South Texas 6 suite 350, Houston, TX 77079, USA
COMMUNITY HEALTH CHOICE | 2027 DSNP MEDICARE BENEFITS TRAINING | ENGLISH | ONLINE18 Sep 2026Online Event
WellPoint / SAB AEP 2027 Bootcamp — English18 Sep 2026738 South Texas 6 suite 350, Houston, TX 77079, USA
Verda | AEP 2027 | BILINGUAL | HYBRID17 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
Verda | AEP 2027 | SPANISH | HYBRID17 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
Verda | AEP 2027 | ENGLISH | HYBRID17 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
Ameritas | Purposeful Legacy Planning | ENGLISH | ONLINE16 Sep 2026Online Event
HealthSpring | AEP 2027 | BILINGUAL | HYBRID16 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
HealthSpring | AEP 2027 | SPANISH | HYBRID16 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
HealthSpring | AEP 2027 | ENGLISH | HYBRID16 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
UHC + Kelsey-Seybold | 2027 Plans PM | BILINGUAL/ENGLISH | IN-PERSON15 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
Aetna | SSBCI & Extra Supports Wallet 2027 | ENGLISH | ONLINE15 Sep 2026Online Event
UHC + Kelsey-Seybold | 2027 Plans AM | BILINGUAL/ENGLISH | IN-PERSON15 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
Devoted | AEP 2027 PM | ENGLISH | HYBRID14 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
Devoted | AEP 2027 | SPANISH | HYBRID14 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
Devoted | AEP 2027 AM | ENGLISH | HYBRID14 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
Wellcare | AEP 2027 | SPANISH | HYBRID11 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
Wellcare | AEP 2027 | ENGLISH | HYBRID11 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
IntegrityCONNECT | AEP Growth Engine: Call & Data Leads | ENGLISH | ONLINE10 Sep 2026Online Event
IntegrityCONNECT | Medicare Supplement Sales Success | ENGLISH | ONLINE09 Sep 2026Online Event
SCAN/IntegraNet | AEP 2027 PM | BILINGUAL | HYBRID09 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
Transamerica | FE Express Updates | ENGLISH | ONLINE09 Sep 2026Online Event
SCAN/IntegraNet | AEP 2027 AM | BILINGUAL | HYBRID09 Sep 2026738 South Texas 6 #350, Houston, TX 77079, USA
KCA | AEP 2027 | BILINGUAL | HYBRID08 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
KCA | AEP 2027 | SPANISH | HYBRID08 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
KCA | AEP 2027 | ENGLISH | HYBRID08 Sep 2026738 Highway 6 S, Suite 350, Houston, TX 77079
Transamerica | Master IUL Express | ENGLISH | ONLINE04 Sep 2026Online Event
Presidio Healthcare | Product Training | ENGLISH | ONLINE04 Sep 2026Online Event
BCBSTX PRODUCER EXPERIENCE PORTAL TRAINING26 Aug 2026Online Event
HealthSpring/SAB AEP 2027 Bootcamp (ENGLISH)21 Aug 2026738 Highway 6 S, Suite 350, Houston, TX 77079
DEVOTED/SAB AEP 2027 TRAINING — ENGLISH14 Aug 2026738 Highway 6 S, Suite 350, Houston, TX 77079
PRESIDIO: HOW IT REALLY WORKS13 Aug 2026Online Event
UNLOCK NEW REVENUE OPPORTUNITIES WITH MEDICARE SUPPLEMENTS12 Aug 2026Online Event
GETTING STARTED: INTEGRITYCONNECT FULL OVERVIEW10 Aug 2026Online Event
FIVE THINGS TO DO TODAY THAT WILL SAVE YOU HOURS THIS AEP06 Aug 2026Online Event
MEDICARE SUPPLEMENTS NOW AVAILABLE IN INTEGRITYCONNECT06 Aug 2026Online Event
PRESIDIO: PLAN DESIGN & BENEFITS06 Aug 2026Online Event
PRESIDIO HEALTHCARE | PLAN DESIGN & BENEFITS06 Aug 2026Online Event
TRANSAMERICA EMPATHY WEBINAR06 Aug 2026Online Event
TRANSAMERICA EMPATHY: FUNERAL & ESTATE PLANNING AND BENEFICIARY SUPPORT05 Aug 2026Online Event
HEARTLAND AGENT ADVANTAGE TRAINING: AGENT SUCCESS STORIES05 Aug 2026Online Event
AGENT-PERSONALIZED WEBSITE ON INTEGRITYCONNECT03 Aug 2026Online Event
INTEGRITYCONNECT: FILL MEDICARE ADVANTAGE COVERAGE GAPS WITH HOSPITAL INDEMNITY03 Aug 2026Online Event
HEARTLAND NATIONAL LIFE — SUPPLEMENTAL HEALTH TRAINING23 Jun 2026Online Event
UHC Deep Dive Training18 Jun 2026Online Event
UHC LIVE TRAINING FOR AGENTS11 Jun 2026Online Event
Verda Health Plans training (EN-SP)11 Jun 2026Online Event
HUMANA MEDICARE ADVANTAGE VS. MEDICARE SUPPLEMENT TRAINING09 Jun 2026738 Highway 6 S, Suite 350 Houston, TX 77079
UHC & Suvida Training: Aligning Clinical & Payer Perspectives (BILINGUAL)28 May 2026738 Highway 6 S, Suite 350 Houston, TX 77079
📢 ANNUITY TRAINING WORKSHOP Every Thursday 10:00 AM CT28 May 2026Online Event
VERDA Fully commissioned plans plus a $50 HRA opportunity!27 May 2026Online Event
Columbus Life IUL Training: Fundamentals + Product Positioning Strategies26 May 2026Online Event
ACA Training: The Marketplace Demystified (Bilingual) | HealthSherpa, FPL, Eligibility & Cross-Selling21 May 2026Online Event
Final Expense Training with American Amicable (ENGLISH)19 May 2026Online Event
Capacitación sobre Gastos Finales con American Amicable19 May 2026Online Event
NCD by MetLife Training: Accident, Dental & Vision Plans (Bilingual | Virtual)12 May 2026Online Event
ANUALIDADES 2: ENTRENAMIENTO PRÁCTICO DE ANUALIDADES07 May 2026Online Event
ANUALIDADES 2: ENTRENAMIENTO PRÁCTICO DE ANUALIDADES07 May 2026Houston, Texas 77084, EE. UU.
HealthSpring TotalCare D-SNP: Speed up RFI07 May 2026Online Event
ANUALIDADES 1: CLASE INTRODUCTORIA PARA AGENTES06 May 2026Online Event
ANUALIDADES 1: CLASE INTRODUCTORIA PARA AGENTES06 May 2026Houston, Texas 77084, EE. UU.
HealthSpring TotalCare D-SNP: Eligibility and SEP05 May 2026Online Event
Community Health Choice (CHC) DSNP Overview10 Mar 2026Online Event
Devoted Health (SNP) (ESPAÑOL)05 Mar 2026Online Event
Devoted Health (SNP)05 Mar 2026Online Event
Capacitación de Productos KCA03 Mar 2026738 South Texas 6 suite 350, Houston, TX 77079, EE. UU.
KCA Product Training03 Mar 2026738 South Texas 6 suite 350, Houston, TX 77079, EE. UU.
Village MD/Healthspring - SAB Houston Training27 Feb 2026Training Center, Houston Office
Aetna Upcoming Trainings & Webinars- RSVP Today27 Feb 2026Online Event
Kelsey Seybold for Seniors/Wellcare - SAB Houston Training25 Feb 2026Training Center, Houston Office
CHC - DSNP Medicare Overview-Spanish Edition24 Feb 2026Online Event
Selling ACA Plans Training (ESPAÑOL)20 Feb 2026Online Event
Selling ACA Plans Training (ENGLISH)20 Feb 2026Online Event
Training on SILAC annuities SP-EN11 Feb 2026Online Event
Final Expense Plans – Application Submission27 Aug 2025Online Event
Networking and Educational/Marketing Events26 Aug 2025Online Event
Hospital Indemnity Plans and Dental Plans25 Aug 2025Online Event
ACA from A to Z for 202619 Aug 2025Online Event
DIA Class Series: MEDICARE 10111 Jul 2025738 South Texas 6 #350, Houston, TX 77079, EE. UU.
DIA Class Series: Sell Life Now – From Training to Closing10 Jul 2025738 South Texas 6 #350, Houston, TX 77079, EE. UU.
Cross Selling (Spanish)In person06 May 2025738 South Texas 6 #350, Houston, Texas, EE. UU.
Platforms Review and Tools to use.16 Oct 2024Online Event
Analysis of Value-based care (VBC) Clinics in the area15 Oct 2024Online Event