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


Tuesday
September 22, 2026
CY2027 Medicare rollouts: McLaren Health Plan
10:00 AM

Join Betsy Condon, Medicare and Individual Sales Representative, for a preview of what the carrier will offer in 2027.

Attend virtually

Wednesday
September 23, 2026
CY2027 Medicare rollouts: Health Alliance Plan by Henry Ford Health
9:00 AM

 Join Heather Podolak, Lead Medicare Consultant, for a deep dive into the carrier's 2027 portfolio. 

 

Attend in-person     Attend virtually

Wednesday
September 23, 2026
CY2027 Medicare rollouts: Wellcare
10:30 AM

Join Jaime Kesteloot, Regional Agency Manager, for a tour through the carrier's 2027 portfolio. 

 

Attend in-person     Attend virtually

Thursday
September 24, 2026
CY2027 Medicare rollouts: UnitedHealthcare
10:00 AM

Join Natalya Velikanova, Market Growth Manager at UHC, for a top-to-bottom view of what the carrier is offering in CY2027 next year.

 

Attend virtually

Tuesday
September 29, 2026
CY2027 Medicare rollouts: Devoted Health Plans
10:00 AM

Join Jeff Hunter, Broker Manager at Devoted Health Plans, for an overview of what the carrier brings to the market in CY2027.

 

Attend virtually

Wednesday
September 30, 2026
CY2027 Medicare rollouts: BCBSM & BCN
9:00 AM

 Join Nichole Wingate, Individual Medicare Account Consultant, for an overview of the carriers' 2027 portfolios 

 

Attend in-person     Attend virtually

Thursday
October 1, 2026
PY 2027 U65 Rollouts: BCBSM & BCN
2:00 PM

Join Erin Gray, Sales Consultant at Blue Cross Blue Shield of Michigan and Blue Care Network, as she discusses the carriers' 2027 menus.

 
 

Attend virtually

Tuesday
October 6, 2026
PY 2027 U65 Rollouts: McLaren Health Plan
2:00 PM

Join Betsy Condon, Medicare and Individual Sales Representative at McLaren Health Plan, for a dive into what the carrier will offer in 2027.

 

Attend virtually

Wednesday
October 7, 2026
PY 2027 U65 Rollouts: Priority Health
10:00 AM

Join Jim Bullock and Mark Thomas, Territory Managers at Priority Health, for a dive into Priority Health's 2027 menu.

 

Attend virtually

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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