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.
Why Plan Advisors
This session highlights how Plan Advisors helps you thrive in a competitive market.
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.
| AUGUST 2026 | ||||
| Mon | Tue | Wed | Thu | Fri |
|---|---|---|---|---|
| 3 |
4 Why Plan Advisors 1:00 PM EST Register |
5 Welcome Call 1:00 PM EST Register |
6 Understanding ACA 1:00 PM EST Register |
7 |
| 10 | 11 | 12 | 13 | 14 |
| 17 | 18 | 19 | 20 | 21 |
| 24 | 25 |
26 Coffee & Chat 11:00 AM EST Register Med Mutual Training 1:00 PM EST Register |
27 Medicare 101 1:00 PM EST Register |
28 |
| 31 | ||||