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Curated Training Resources

Agent Video Library

The best training resources from JSA, Plan Advisors, HealthSherpa, and Insured Priority — organized by topic so you can learn what you need, when you need it.

30
Resources
4
Sources
6
Categories

⭐ Featured Resources

Let's Talk ACA | Episode 7 | April 2026
1:01:07
Featured
JSAApril 2026

Let's Talk ACA | Episode 7 | April 2026

Monthly ACA roundtable covering current marketplace trends, enrollment strategies, and agent best practices for April 2026.

Watch on YouTube
External Resource
Live sessions
Featured
HealthSherpa2026

HealthSherpa Agent Training

Live training sessions to help you learn about your HealthSherpa account, EDE enrollment, and how to maximize the platform for your clients.

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Navigating the 2026 AEP: The Changing Landscape of Medicare
44:44
Featured
JSA2025

Navigating the 2026 AEP: The Changing Landscape of Medicare

Comprehensive overview of the 2026 Annual Enrollment Period, plan changes, carrier updates, and strategies for Medicare agents heading into AEP.

Watch on YouTube
Grassroots Marketing | How to Grow Your Business
30:55
Featured
JSA2025

Grassroots Marketing | How to Grow Your Business

Proven grassroots marketing strategies for insurance agents — community outreach, referral programs, and low-cost tactics that drive real enrollment growth.

Watch on YouTube
Advancing Technology in the Insurance Industry
29:22
Featured
JSA2025

Advancing Technology in the Insurance Industry

JSA's deep dive into how technology is transforming insurance sales — AI tools, digital enrollment platforms, and what agents need to know to stay competitive.

Watch on YouTube
State of the Industry and How We Can Adapt | JSA
43:23
Featured
JSA2025

State of the Industry and How We Can Adapt | JSA

JSA's annual industry overview — market shifts, regulatory changes, carrier consolidations, and how independent agents can adapt and thrive.

Watch on YouTube
External Resource
On-demand
Featured
JSA2024

Final Expense Life Insurance at JSA

Adding Final Expense Life Insurance to your Medicare portfolio — product overview, carrier options, and how to present final expense to senior clients.

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All Resources

Let's Talk ACA | Episode 6 | March 2026
1:05:32
JSAMarch 2026

Let's Talk ACA | Episode 6 | March 2026

Deep dive into March 2026 ACA marketplace updates, SEP strategies, and carrier changes agents need to know.

Watch on YouTube
Let's Talk ACA | Episode 5 | October 2025
1:12:02
JSAOctober 2025

Let's Talk ACA | Episode 5 | October 2025

Pre-OEP preparation, plan comparison strategies, and key updates from October 2025 for ACA agents.

Watch on YouTube
Let's Talk ACA | Episode 4 | September 2025
1:04:12
JSASeptember 2025

Let's Talk ACA | Episode 4 | September 2025

Enrollment period planning, subsidy updates, and agent strategies for the upcoming open enrollment season.

Watch on YouTube
Let's Talk ACA | Episode 3 | August 2025
1:24:14
JSAAugust 2025

Let's Talk ACA | Episode 3 | August 2025

Mid-year ACA marketplace review, SEP opportunities, and carrier performance analysis for agents.

Watch on YouTube
Let's Talk ACA | Episode 2 | July 2025
1:03:34
JSAJuly 2025

Let's Talk ACA | Episode 2 | July 2025

ACA marketplace mid-year update covering subsidy cliffs, plan changes, and enrollment best practices.

Watch on YouTube
Let's Talk ACA | Episode 1 | June 2025
42:21
JSAJune 2025

Let's Talk ACA | Episode 1 | June 2025

The first episode of JSA's monthly ACA series — covering marketplace fundamentals, agent tools, and 2025 updates.

Watch on YouTube
External Resource
On-demand
Plan Advisors2025

Understanding ACA — Marketplace Overview

A clear walkthrough of the Affordable Care Act marketplace, eligibility rules, subsidies, and enrollment strategies to help agents serve individuals and families.

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External Resource
On-demand
Plan Advisors2026

Integrity Live Webinars & On-Demand Trainings

Live webinars, on-demand trainings, and tech tips from Integrity Marketing Group covering ACA, Medicare, and agent technology tools.

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2027 CMS Proposed Rule | JSA Podcast Episode
1:16:12
JSA2025

2027 CMS Proposed Rule | JSA Podcast Episode

JSA's analysis of the 2027 CMS proposed rule and what it means for independent Medicare agents — coverage requirements, plan changes, and compliance.

Watch on YouTube
State of JSA: Market, Mission, Momentum
34:58
JSA2025

State of JSA: Market, Mission, Momentum

JSA's annual state of the company address covering market trends, agent opportunities, and the direction of Medicare and ACA markets.

Watch on YouTube
External Resource
On-demand
Plan Advisors2025

Medicare 101 — Complete Overview for Agents

An easy-to-follow overview of Medicare that breaks down Parts A, B, C, and D, enrollment timelines, and key plan differences so you can confidently guide clients.

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RetireFlo's Game-Changing Updates for 2026
36:13
JSA2025

RetireFlo's Game-Changing Updates for 2026

Overview of RetireFlo's latest features for ACA agents — how to use the platform to help clients transition from ACA to Medicare seamlessly.

Watch on YouTube
Post AEP Action Plan
1:04:49
JSA2025

Post AEP Action Plan

What to do after Annual Enrollment Period closes — client follow-up strategies, retention tactics, and how to prepare for the next enrollment cycle.

Watch on YouTube
Creating Provider Relationships | How to Grow Your Business
34:31
JSAMay 2026

Creating Provider Relationships | How to Grow Your Business

How to build and leverage relationships with healthcare providers, clinics, and hospitals to generate consistent referrals and grow your book of business.

Watch on YouTube
External Resource
Various
Plan Advisors2026

Industry Trainings — Explore & Register

A curated collection of industry training opportunities from Plan Advisors — explore upcoming webinars, workshops, and certification programs.

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Alaska 2026 JSA Sales Summit Recap
1:13
JSA2026

Alaska 2026 JSA Sales Summit Recap

Highlights and key takeaways from JSA's 2026 Sales Summit — top agent strategies, carrier insights, and growth tactics shared at the event.

Watch on YouTube
Sales Summit 2025 Recap
2:41
JSA2025

Sales Summit 2025 Recap

Key moments and insights from JSA's 2025 Sales Summit — agent success stories, carrier updates, and strategies for the year ahead.

Watch on YouTube
Our Revolutionary CRM Solution — CORE
2:03
JSA2025

Our Revolutionary CRM Solution — CORE

Introduction to JSA's CORE CRM platform — actionable insights, hidden opportunities, and how to serve clients better using data-driven tools.

Watch on YouTube
AI Solving Challenges Today in Insurance
37:45
JSA2025

AI Solving Challenges Today in Insurance

How artificial intelligence is being applied to solve real challenges in insurance sales — from lead generation to compliance and client retention.

Watch on YouTube
Technology for Effectiveness | How to Grow Your Business
42:56
JSA2025

Technology for Effectiveness | How to Grow Your Business

Practical technology tools and workflows that help insurance agents work more efficiently — from CRM systems to digital quoting and enrollment platforms.

Watch on YouTube
GLP-1 Bridge Program Explained | JSA
14:13
JSAMay 2026

GLP-1 Bridge Program Explained | JSA

A breakdown of the GLP-1 Bridge Program for Medicare agents — eligibility requirements, authorization process, and how to help clients access GLP-1 medications.

Watch on YouTube
2026 State of the Industry and How We Can Adapt | JSA Podcast Ep. 5
31:35
JSA2026

2026 State of the Industry and How We Can Adapt | JSA Podcast Ep. 5

JSA's podcast episode covering the state of the insurance industry in 2026 — market trends, agent opportunities, and strategic outlook.

Watch on YouTube
External Resource
Reference
JSA2026

Final Expense eApp Directory — All Carriers

Complete directory of final expense life insurance carrier eApp portals — direct links to Aetna, AIG, Cigna, Foresters, Gerber, GTL, NGL, RNA, Transamerica, and more.

View Resource

Content Sources

JSAJack Schroeder & Associates — jsaonline.com
Plan AdvisorsPlan Advisors FMO — myplanadvisors.org
Insured PriorityInsured Priority — insuredpriority.com
HealthSherpaHealthSherpa — healthsherpa.com

All external videos and resources are the property of their respective owners. Links open in a new tab.