Friday, September 11, 2026 · 2:00–4:00 PM MDT · Live online

CRUSH AEP 2027:
two hours that decide your season.

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.

Sept 11Friday, 2–4 PM MDT
2 hoursWorking session, not a webinar
Live onlineZoom — camera on
$67Replay included

What you walk out with

Not inspiration. A written, dated AEP plan with the marketing already scheduled.

01

Your AEP calendar

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.

02

The referral engine

The exact approach for provider offices, senior communities, accountants and existing clients — including the ask that doesn't feel like an ask.

03

Workshop kit

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.

04

Appointment scripts

Phone, text and voicemail-drop language that gets calls returned, plus the annual-review script that protects the book you already have.

05

CY2027 compliance briefing

What changes on October 1, 2026 — SOA handling, recording rules, TPMO disclosures — so your best season isn't undone by an audit.

06

Co-op money map

Where upline and carrier marketing dollars actually live, who to ask, and how to document a spend that gets reimbursed.

Run of show

2:00 – 2:20
The math of a 500-app AEPWhat has to be true — appointments, show rate, close rate — before October 15. Bring last year's numbers.
2:20 – 2:50
Build your calendar, liveWorking block. Oct 15 – Dec 7 mapped week by week. You leave with dated weeks, not intentions.
2:50 – 3:15
Filling it: referrals, reviews, workshopsThe three sources that scale without buying leads, and the one most agents skip.
3:15 – 3:35
CY2027 compliance, plain EnglishWhat changes October 1, 2026 — SOA handling, recording rules, TPMO disclosures — so your best season isn't undone by an audit.
3:35 – 3:50
The call arcOpening through enrollment, demonstrated end to end, with the scorecard we grade ride-alongs on.
3:50 – 4:00
Commitments & follow-upEach attendee states their number and their first three moves. We check in on you.

Who's teaching

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.

Reserve your seat

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.

Medicare Machine Factory
329 E Platte Ave, Fort Morgan, CO 80701
970-972-1379 · mmfactory.pro
A training and coaching brand of
Legacy Peace Of Mind, Inc.
legacypom.com

Medicare Machine Factory provides sales training, coaching and practice-building resources for licensed insurance agents and brokers. It is not affiliated with or endorsed by the Centers for Medicare & Medicaid Services, the U.S. government, or any federal Medicare program, and it does not sell or market insurance plans to Medicare beneficiaries. Production figures reflect the personal results of Joshua Youngs and named team members and are not a guarantee, projection, or representation of the results any other agent will achieve.
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