Navigating your way off an insurance panel or platform
You're one step from your seat.
Three live sessions to understand your business well enough to decide for yourself.
What you'll get:
- Three live 90-minute sessions on Zoom, Tuesdays, December 1, 8, and 15, 2026, 11:00 am to 12:30 pm ET
- 60 minutes of teaching and 30 minutes of live Q&A each session
- The tools we use: the client spreadsheet, NotebookLM prompt sheet, Medicare opt-out handout, and income plan template
- Every session recorded, with access through January 31, 2027
After you enroll, you'll get a confirmation email with the Zoom link and the session dates for your calendar.
Refunds: full refund up to 48 hours before we begin on December 1. After that, the sessions are recorded and yours through January 31, so I don't offer refunds once the workshop has begun.