Trusted American Insurance Agency

2025 AEP Kick Off Event!
2024-08-01 10:00 - 12:00 (America/Los_Angeles) | California
We invite you to come join us for a morning of refreshments & networking with our local Carrier Reps to kick off the 2025 AEP season!

Guardian Life Product Training
2024-08-08 10:00 - 23:00 | California
Join us for our Guardian Life Product Training!

Learn effective techniques for marketing and selling Guardian Life’s Medicare products to your clients. Gain insights into the specific Medicare plans offered by Guardian Life, including their features, benefits, and competitive advantages.

Register HERE!

2025 First Looks: HealthFirst New York
2024-08-14 10:00 - 23:00 | California
Join us for our HealthFirst New York First Looks training August 14th. Get an exclusive preview of upcoming plans and changes for the next enrollment period. Stay ahead with early insights into new benefits, network updates, pricing details, and regulatory changes affecting Medicare plans for 2025.

Register HERE!

2025 First Looks: Alignment Health Plan California
2024-08-23 10:00 - 11:00 | California
Join us in-office or on zoom for our Alignment Health California First Looks training August 23rd. Get an exclusive preview of upcoming plans and changes for the next enrollment period. Stay ahead with early insights into new benefits, network updates, pricing details, and regulatory changes affecting Medicare plans for 2025.

Register on Zoom HERE!

2025 First Looks: Aetna New York
2024-08-28 09:00 - 10:00 | California
Join us for our Aetna New York First Looks training August 28th. Get an exclusive preview of upcoming plans and changes for the next enrollment period. Stay ahead with early insights into new benefits, network updates, pricing details, and regulatory changes affecting Medicare plans for 2025.

Register HERE!

2025 First Looks: Wellcare New York
2024-08-30 10:00 - 11:00 | California
Join us for our wellcare New York First Looks training August 30th. Get an exclusive preview of upcoming plans and changes for the next enrollment period. Stay ahead with early insights into new benefits, network updates, pricing details, and regulatory changes affecting Medicare plans for 2025.

Register HERE!

New York Medicare Summit
2024-09-04 09:00 | California
September 4th Registration!

September 5th Registration!

East Coast Brokers! Register now for our Medicare Summit happening Wednesday, September 4th, and Thursday, September 5th @ 9:00am EST.

WHAT TO EXPECT:

2025 Offerings: Discover the latest plans from MA & PDP carriers in your area!

Sales Tools & Technology: Explore innovative tools and tech that simplify the selling and enrollment process.

Ready-to-Use Marketing Solutions: Implement professionally designed strategies to enhance your outreach this year!

California Medicare Summit
2024-09-11 09:00 | California
West Coast Brokers! Join us In-Office or register on zoom for our Medicare Summit happening Wednesday, September 11th!

WHAT TO EXPECT:

2025 Offerings: Discover the latest plans from MA & PDP carriers in your area!

Sales Tools & Technology: Explore innovative tools and tech that simplify the selling and enrollment process.

Ready-to-Use Marketing Solutions: Implement professionally designed strategies to enhance your outreach this year!

Register on Zoom HERE!

WellCare: Transitioning from Medicare Supplement to Medicare Advantage Crossover Training
2024-09-16 09:00 - 10:00 | California
Wellcare’s Business Acumen – Selling Against Medicare Supplement

Join us as we dive into key topics:🔹 Annual price increases for PDP and Medicare Supplement🔹 The growing low-income population and its impact🔹 Key insights on the 2025 CMS Final Rule and market implications

Register HERE!

2025 First Looks: United Healthcare California Hybrid Training
2024-09-19 10:00 - 11:00 | California
Join us in-office for our United Healthcare California First Looks training September 19th. Get an exclusive preview of upcoming plans and changes for the next enrollment period. Stay ahead with early insights into new benefits, network updates, pricing details, and regulatory changes affecting Medicare plans for 2025.

Register HERE!

Navigating AEP: Essential Tools & New Programs Training
2024-09-25 09:00 - 10:00 | California
📅 September 25, 2024⏰ 9:00 AM – 10:00 AM Pacific Time📍 Virtual TrainingKick Off Your AEP Season with the Right Playbook!

Register HERE!

Highlights:

Retireflo: Create compliant, senior-friendly surveys to update client profiles

AEP Prep: Broker tools overview (A3 & PlanCompare Edge)

New Membership Fee for Service Program: Support clients with Medicare enrollment and drug plans

New Agent Guide: Resources to help you succeed

Not contracted with us? Email our team at agents@taia.us to get started today!

2025 First Looks: Wellcare California
2024-09-26 10:00 - 11:00 | California
Join us for our Wellcare California First Looks training September 26th. Get an exclusive preview of upcoming plans and changes for the next enrollment period. Stay ahead with early insights into new benefits, network updates, pricing details, and regulatory changes affecting Medicare plans for 2025.

Register HERE!

2025 First Looks: Humana California
2024-09-27 11:00 - 2024-09-28 00:00 | California
Join us for our Humana California First Looks training September 27th. Get an exclusive preview of upcoming plans and changes for the next enrollment period. Stay ahead with early insights into new benefits, network updates, pricing details, and regulatory changes affecting Medicare plans for 2025.

Register HERE!

Blue Shield of California 2025 First Looks
2024-10-01 09:00 - 22:00 | California
Join us in-office or on zoom for our Blue Shield of California First Looks training October 1st. Get an exclusive preview of upcoming plans and changes for the next enrollment period. Stay ahead with early insights into new benefits, network updates, pricing details, and regulatory changes affecting Medicare plans for 2025.

Register for Zoom HERE!

Discover GeoBlue: Travel Health Insurance Training – Oct 2nd
2024-10-02 09:00 - 10:00 | California
Register HERE

Join us to discover how you can offer comprehensive Travel Health Insurance that ensures your clients are protected wherever their journeys take them!

Join Todd Taylor, Regional Sales Director, as he showcases GeoBlue’s exceptional international health insurance solutions designed specifically for world travelers and expats. This training will help you discover how GeoBlue goes beyond typical domestic health plans by offering:

Elite global provider networks

Innovative mobile and online tools to manage health anywhere

Convenient telemedicine options for on-the-go care

Outstanding customer service to ensure peace of mind

Unlike domestic plans with limited international coverage, GeoBlue provides comprehensive protection, ensuring your clients are secure wherever their adventures take them.

Not contracted with us? Contact us TODAY at agents@taia.us to get started!

TMA Membership Updates Broker Training
2024-10-11 12:00 - 13:00 | California
Join us for the TMA Membership Updates Broker Training on Friday, October 11th at 12 PM PST, hosted by Rosamaria Marrujo. This session will provide valuable insights into the new membership packages, tips for seamless enrollments, and strategies to effectively marketing this service to your clients.

REGISTER HERE!

Interested to get contracted with TAIA? Contact us today at agents@taia.us and let’s get you started!

The Canadian Medstore Broker Training
2024-10-16 09:00 - 10:00 | California
Ready to learn how you can provide your clients with affordable prescription solutions?This training will provide valuable insights into how you can assist your clients in accessing affordable prescription medications this AEP season!

Training Highlights:

Save Time, Money, and Worry: Discover how to connect your clients with affordable, safe prescriptions, delivered right to their door.

Who We Are: Canadian MedStore partners with licensed U.S. and international pharmacies to provide cost-effective, trusted options.

Why Attend?: Expand your services, offer more choices to your clients, and streamline the process of accessing affordable prescriptions

Grow Your Portfolio and Stay Up to Date – Offer a Full Suite of Plans to Your Clients This AEP Season!

TAIA Broker Focus Group
2025-01-08 09:00 - 10:00 | California
Tools, Feedback, and Strategies to Elevate Business

Broker Focus Group: Your Voice Matters!

The session will focus on highlighting the value of brokers, new documents, and new tools designed to enhance your business and help you better serve your community in 2025!

Register HERE!

Canadian Medstore
2025-01-22 09:00 - 10:00 | California
Broker Training

A Prescription Savings Program

Ready to learn how you can provide your clients with affordable prescription solutions? Register today and grab your seat!

Grow Your Portfolio and Stay Up to Date – Offer a Full Suite of Plans to Your Clients in 2025!

Register HERE!

True Freedom
2025-01-29 09:00 - 10:00 | California
In-Home Care Product Training

Product Training with New Leadership!

This is your chance to learn directly from the new leadership on how you can provide affordable in-home care solutions to your senior clients, empowering them with options to age in place.

Register HERE

Guardian Life National Training
2025-03-13 10:00 - 11:00 | California
Join us this March for an exclusive Guardian Life training, where you’ll learn how to expand your portfolio with top-tier ancillary products—Life, Disability & Dental Insurance.

Tap into a trusted brand that helps you grow your business while meeting your clients’ evolving needs.

Discover how to position Guardian’s solutions to support clients’ overall well-being—health, security, and financial confidence.

Gain insights on proactive support and advocacy to stand out in the market.

Don’t miss this opportunity to enhance your offerings and boost your success in 2025!

Not Contracted with TAIA? Contact us at agents@taia.us to get appointed today!

RSVP HERE!

UHC Ancillary Product Training
2025-04-01 08:00 - 17:00 | California
Coming in April!

Stay tuned for more details!

GeoBlue Travel Insurance
2025-04-17 10:00 - 11:00 | California
Broker Training

GeoBlue

Help Your Clients Explore with Confidence by Offering GeoBlue’s Travel Insurance coverage!

Discover how GeoBlue goes beyond domestic coverage to provide the protection your clients need abroad.

RSVP HERE

Don't Let AEP Scare You – Halloween AEP Kickoff Social
2025-10-14 10:00 - 16:00 | Trusted American Insurance Agency, 201 Creekside Ridge Ct, Suite 200, Roseville, California, 95678, United States
Happy AEP! To kick things off, we’re throwing a Halloween-themed AEP Kickoff Social—and you’re invited.

Don’t let AEP Scare You!When: Tuesday, Oct 14 • 10:00 AM–4:00 PMWhere: Trusted American Insurance Agency201 Creekside Ridge Ct, Suite 201, Roseville, CA 95678

Drop in anytime for snacks, goodies, and relaxed networking with the TAIA Team and fellow brokers. This event is open to everyone—current partners, brokers we haven’t met yet, industry friends, and family. Costumes optional, good vibes required. 👻

Please RSVP so we can plan treats (and seats)—you can also tell us how many guests you’re bringing:

Let’s kick off AEP with energy, community, and a little spooky fun. See you there!

RSVP

UHC Fast Track Certification Pizza Party
2026-06-24 11:00 - 14:00 | Trusted American Insurance Agency, 201 Creekside Ridge Ct, Suite 200, Roseville, California, 95678, United States
Join us on Wednesday, June 24, 2026 at 11 AM PDT for a pizza party sponsored by United Healthcare as we help brokers get started with UHC’s 2027 Fast Track Certification. This is a great opportunity to come in, enjoy lunch, and take care of an important certification step before the season picks up.

Please be sure to RSVP in advance if you plan to attend. We look forward to seeing you there and helping you get ready for the 2027 selling season.
