Attention Financial Grade Medicare Agents in San Diego: A Game-Changing Opportunity Awaits
You’re invited to an exclusive in-person event that reveals a new, high-impact growth opportunity for active and pending Financial Grade agents.
This is more than just a training. It’s the official kickoff of a powerful new partnership between Financial Grade and California Coast Credit Union, giving select agents access to sit inside participating Cal Coast branches during AEP to engage directly with their trusted members.
What to Expect:
- Opening remarks from Financial Grade & California Coast Credit Union
- SCAN Health Plan 2026 AEP Rollout Presentation
- Agent Opportunity Reveal: How you can be placed inside Cal Coast branches
- Catered Lunch + Networking with Local Leaders
Why This Event Is a Must-Attend:
- Get ahead of AEP with built-in foot traffic and brand trust
- Be first in line for branch placement, available only to Financial Grade agents
- Learn what’s working from agents, carriers, and partners on the ground
- Connect directly with Cal Coast, SCAN, and FG leadership
- Grow your book by aligning with institutions that already serve Medicare-aged members
Important: This Is an Invite-Only, Contract-Specific Opportunity.
To qualify for in-branch placement, agents must be contracted with Financial Grade prior to the Annual Enrollment Period (AEP). This event will show you how to get started if you’re not there yet.
Reserve Your Seat Today
Join us in shaping the next phase of Medicare outreach in San Diego. This training will be impactful, and the opportunity is unmatched.
***Lunch will be provided
***Event space is located on the 3rd floor
