Join us for the 2027 Devoted AEP Training


  • Date:09/14/2026 01:30 PM - 09/14/2026 03:00 PM
  • Location 738 Highway 6 S, Suite 350, Houston, TX 77079 (Map)

Description

Hosted by Broker Manager Anne Dillon, in partnership with Seniors Advantage Brokerage.

This session will review 2027 Devoted products, plan updates, benefits, enrollment guidance, and key selling strategies to prepare agents for the upcoming Annual Enrollment Period.

Special Cross-Selling Session

Tyler Burns, VP of Heartland Financial Group will join us virtually for a special training segment focused on cross-selling indemnity plans alongside Devoted Giveback plans.

Anne will review how agents can identify opportunities to pair indemnity coverage with Giveback plans, helping clients address potential out-of-pocket exposure while creating additional sales opportunities.

Hybrid Attendance Available
Agents may attend in person or remotely via Zoom.

Please confirm attendance at your earliest convenience to enable us to make the appropriate accommodations.


Join Zoom Meeting
https://us06web.zoom.us/j/87385551701?pwd=OnxE8TMyVcHa62QdMe0v9QnjlK1KAi.1


Meeting ID: 873 8555 1701
Passcode: 573659

When

Monday Sep 14, 2026 ⋅ 1:30pm – 3pm (Central Time - Chicago)

Location

738 Highway 6 S, Suite 350, Houston, TX 77079