Agent Growth Mixer: Connect, Learn & Grow with Financial Grade
About this Event
Two Carriers | One Senior-Focused IPA | More Opportunities for Agents
Whether you're starting or scaling, this is your room.
Financial Grade invites you to an agent mixer built around one idea: the more complete your Medicare toolkit, the more clients you can serve. Join us over lunch to connect with two carriers and a leading physician network, all in one room, and all working to support your book.
Who You'll Meet
Alignment Health Plan (Medicare Advantage): Get current on plans and benefits heading into AEP, and hear how Alignment supports its agents with strong retention and a dedicated back-end team.
Blue Shield of California (Medicare Supplement): Round out your offering to serve clients who prefer to stay on Original Medicare.
Primary Care Associates of California, PCAC (Independent Physician Association): Since 2007, PCAC has been solely committed to the care of Medicare-eligible beneficiaries, with a comprehensive network of primary care physicians, specialists, and ancillary caregivers devoted to senior health and well-being. True "Leaders in Senior Care."
What You’ll Gain
For seasoned agents, it's a chance to deepen your carrier relationships and add a product line or medical group you aren't using yet. For newer agents, it's a first look at what a complete book looks like and the support that comes with partnering with Financial Grade.
Food and beverages provided. Come ready to connect, learn, and leave with a fuller toolkit.
WHO SHOULD ATTEND
- Licensed agents looking to grow and scale
- Agents exploring new opportunities
- Professionals curious about the Medicare space
- Individuals looking to build a business in a high-growth industry
- Connect with Alignment, Blue Shield of California, and PCAC over lunch.
- Whether you're starting or scaling, serve every Medicare client.
New to Medicare? You are welcome.
This event offers a real, behind-the-scenes look at the industry from those leading it.
REGISTRATION
Spots are limited and expected to fill quickly
Don’t miss your opportunity to connect with the people and partnerships driving the next chapter of Financial Grade.
Where is it happening?
Event Location & Nearby Stays:
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