Training and Education
We focus on supporting agents with the tools, training, and guidance they need to serve their clients well. We prioritize clear communication, dependable resources, and long-term relationships built on trust.
Health Sherpa Trainings
Live training sessions available to help you learn about your HealthSherpa account & much more.
Welcome To Plan Advisors
A brief introduction to who we are, what we do, and how our team supports agents at every stage of their business.
Medicare 101
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.
Understanding ACA
A clear walkthrough of the Affordable Care Act marketplace, eligibility rules, subsidies, and enrollment strategies to help agents serve individuals and families with accuracy.
JULY 2026
| Mon | Tue | Wed | Thu | Fri |
|---|---|---|---|---|
| 1 | 2 | 3 | 4 | |
| 6 |
7 Why Plan Advisors 1:00 PM EST Register |
8 Welcome Call 1:00 PM EST Register UHOne & PA Senior Ancillary 12:00 PM EST Register |
9 | 10 |
| 13 | 14 |
15 RetireFlo 1:00 PM EST Register UHOne & PA Alternative Core 12:00 PM EST Register |
16 | 17 |
| 20 | 21 | 22 | 23 | 24 |
| 27 | 28 |
29 UHOne & PA Under 65 Ancillary 12:00 PM EST Register |
30 Medicare 101 1:00 PM EST Register |
31 |