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 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

Wednesday
November 4, 2026
Offer enhanced CDH products with isolved
10:00 AM

 Consumer-driven health (HSA, FSA, HRA accounts) is a key component of many modern benefit strategies. isolved is delivering a better way to manage them.

Spend 30 minutes with Johanna Green and see how you can offer even more value and convenience. 

 

Attend virtually

Wednesday
November 11, 2026
Coffee chat: Bring your AEP/OEP questions
10:00 AM

 Run into something strange? Got a problem you just can't crack? Join us for an informal coffee chat.

We'll spend a brief moment commenting on what we're seeing in both markets, but the floor will truly be yours. 

 

Attend virtually

Thursday
November 12, 2026
Strategies for selling supplemental products
10:00 AM

 Deductibles, MOOPs, and out-of-pocket maxes don't show any signs of slowing their growth. If you're not yet presenting supplemental products to your clients, their finances may be exposed.

See how products like critical illness, accident, and hospital indemnity can help fill the gaps. 

 

 

Attend virtually

Wednesday
November 18, 2026
Deliver more CHOICE to your groups with isolved
10:00 AM

 ICHRAs have been officially renamed as CHOICE accounts. Many employers are adopting this defined contribution approach as a way to contain their own healthcare costs, while allowing employees flexibility to choose benefits that best fit them.

See how isolved can help you manage these arrangements in 30 minutes. 

 

Attend virtually

 

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