Action Academy

 

 

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Action Academy offers another avenue for agency partners to capitalize on our expertise. For each market we serve, we have designed learning experiences to support you in growing and maintaining your book of business. 

Training calendar


Wednesday
October 14, 2026
Entrances and Exits: New Medicare Products to watch, closures to be aware of
10:00 AM

Michigan's Medicare Market has once again undergone some serious changes. Two carriers are restructuring their offerings in northern Michigan. More are narrowing their portfolios.

But there are quite a few products that will be new to the market this AEP, too.

We'll bring it all together in one easy session. 

 

Attend virtually

Wednesday
October 21, 2026
Updated for 2027: A 10-step guide to a compliant Medicare appointment
2:00 PM

There's no more 48-hour rule. And you no longer have to read your TPMO disclaimer within the first minute. So, what does an appointment look like nowadays?

We'll walk you through an entire compliant appointment in ten steps.  

 

Attend virtually

Wednesday
October 28, 2026
How to make Part B Giveback plans work for your clients
10:00 AM

 Part B givebacks are having a moment. After all, which of your clients wouldn't like a few extra dollars in their Social Security check each month?

But with a Part B giveback comes some increased financial exposure. We'll help you break down where that exposure comes from, and what you can do to offset it. 

 

Attend virtually

 

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