Annual Election Period

AEP Prep Training

A 6-week build-up to Annual Election Period. Two tracks — one for agents, one for agency owners — designed to help you enter AEP with a clear strategy, sharper skills, and a team ready to execute.

Starts August 6, 2026|6 weeks

Reserve Your Spot

Two Tracks

Choose the track that fits your role.

Both tracks run for six weeks and are built around the same goal: entering AEP prepared, confident, and positioned for growth.

Agent Track

For individual Medicare agents

We walk agents through how to build and execute their personal AEP strategy — from goal setting and lead planning to daily phone-sales execution and follow-up systems.

Build a complete AEP strategy before the season starts
Create a repeatable daily execution plan
Sharpen phone sales for Medicare and ancillary conversations
Use tech to stay organized and follow up without dropping leads

Thursdays at 1:00 PM ET

Agency Owner Track

For agency owners and team leaders

This track shows agency owners how to prepare their team and agency for growth during AEP — including recruiting, training, operations, marketing, and leadership systems that scale.

Prepare your team and agency for scalable AEP growth
Build recruiting, onboarding, and accountability systems
Design lead flow and marketing support that compounds
Align compensation, carriers, and products for the season

Thursdays at 2:00 PM ET

Request Access

Get access to the AEP prep course.

Enter your details below and our team will follow up with course access and next steps.

Course access request

Reserve Your Seat

Grab a time to talk about AEP prep.

Questions about which track is right for you? Book a quick call and we'll figure it out together.