The Annual Enrollment Period runs October 15 – December 7, 2026. Agents who wait until October 15 to plan it are already behind. Two hours, live online, and you leave with the calendar, the compliance changes and the call arc already handled. Replay goes to everyone who registers.
Not inspiration. A written, dated AEP plan with the marketing already scheduled.
Every week from now to December 7 mapped: outreach, workshops, annual reviews, follow-up days, and the buffer days you'll need when things slip.
The exact approach for provider offices, senior communities, accountants and existing clients — including the ask that doesn't feel like an ask.
Seminar deck, CMS-compliant disclosures for your counties and carriers, invite funnel, and the run-of-show that turns attendees into appointments — sent after the workshop.
Phone, text and voicemail-drop language that gets calls returned, plus the annual-review script that protects the book you already have.
What changes on October 1, 2026 — SOA handling, recording rules, TPMO disclosures — so your best season isn't undone by an audit.
Where upline and carrier marketing dollars actually live, who to ask, and how to document a spend that gets reimbursed.
Joshua Youngs has been in Medicare and senior health products since 2005 — telemarketing, underwriting, sales director, recruiter, and finally independent agency owner. He has averaged 450+ applications over each of the last six Annual Enrollment Periods, including 558 in the 2025 AEP. Partners running the same system have produced 565, 350 and 250+ in a single AEP. He is not teaching theory; he is teaching the process he ran last October.
Friday, September 11, 2026, 2:00–4:00 PM MDT, live online. $67 — register below and the Zoom link plus the replay come straight to your inbox.