Join us for a sales‑focused training designed to help you maintain strong momentum throughout the Open Enrollment Period (OEP). We’ll break down why OEP is a critical time for both client retention and new growth opportunities, and share strategies for communicating with clients in a clear, confident, and fully compliant way.

Hosted by Anna Patrick and Olivia Richardson, this session will equip you with practical approaches to stay engaged with your book of business, support clients proactively, and continue building lasting relationships during this pivotal season.