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Broker guide

Medicare Broker guide (PDF, 20.3 MB)
See our Medicare Broker Toolkit that includes our product offering, coverage area, commissions and bonuses, marketing support, and everything you need to know to sell our Medicare plans.

Tip sheets

We are excited to share the initial 2026 annual updates to our Sr Markets AEP materials:

 

This training is intended for Sr Markets Sales teams use only. Distributions to consumers, other insurers, or any other external person or company is strictly prohibited.

Broker job aids and videos

Job aids

 

Videos

Broker webinars

Register for one of our training webinars to learn about industry updates and changes, and Blue Shield products and tools.

Topic Date Time Duration Link to register
Broker Connection Compare and Enroll Online Enrollment – Northern California Counties Monday, May 18, 2026 10 a.m. 1 Hour Register Here
New to Medicare! Learn steps how to sell Medicare all line of business with BlueShield – NorCal Monday, May 18, 2026 3 p.m. 1 Hour Register Here
Coffee and Chat with Mary Chang – Arcadia Tuesday, May 19, 2026 9 a.m. 1 Hour Register Here
Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide Tuesday, May 19, 2026 9 a.m. 1 Hour Register Here
How to Market Medicare (and Yourself!) Digitally/Social Media – Statewide Tuesday, May 19, 2026 2 p.m. 1 Hour Register Here
2026 Product Training – San Diego Tuesday, May 19, 2026 3 p.m. 1 Hour Register Here
Get to Know Our Network – Optum – Inland Empire Wednesday, May 20, 2026 10 a.m. 1 Hour Register Here
Meet and Greet with Kim Shields – North San Diego Wednesday, May 20, 2026 11 a.m. 1 Hour Register Here
Get to Know Our Network – OPTUM – Los Angeles Thursday, May 21, 2026 9 a.m. 1 Hour Register Here
Broker Connection Compare and Enroll Online Enrollment – San Diego County Thursday, May 21, 2026 10 a.m. 1 Hour Register Here
Coffee and Chat and more with Eva Mendez! – Commerce Thursday, May 21, 2026 10 a.m. 1 Hour Register Here
Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Eva Mendez! – Long Beach Thursday, May 21, 2026 1 p.m. 1 Hour Register Here
2026 Product Training – Northern California Thursday, May 21, 2026 3 p.m. 1 Hour Register Here
Snacks and Strategy: Newport Beach Friday, May 22, 2026 10 a.m. 2 Hours Register Here
Join Us In-person - Get to Know Our Network – Regal Medical Group, Burbank Tuesday, May 26, 2026 10 a.m. 1 Hour Register Here
Broker Connection Compare and Enroll Online Enrollment – Orange County Tuesday, May 26, 2026 2 p.m. 1 Hour Register Here
Join Us In-person Tacos, Tips and Tricks!  Tuesday, May 26, 2026 4 p.m. 1.5 Hours Register Here
Learn the value and importance EAE Dual Plans, plus HRA Incentive! – Los Angeles Wednesday, May 27, 2026 9 a.m. 1 Hour Register Here
Join Us In-person for a Coffee and Chat with Christy Frasca – Upland Wednesday, May 27, 2026 10 a.m. 1 Hour Register Here
Snacks and Strategy: San Clemente Wednesday, May 27, 2026 10 a.m. 2 Hours Register Here
Join Us In-person  2026 Product Review (MAPD,DSNP, and Med Supp) with Eva Mendez! Torrance  Thursday, May 28, 2026 1 p.m. 1 Hour Register Here
Donuts and D-SNP'S with Mary You Chang! – Pasadena  Tuesday, June 2, 2026 9 a.m. 1 Hour Register Here
Join Us In-person for a Coffee and Chat with Mary You Chang! – Arcadia Thursday, June 4, 2026 9 a.m. 1 Hour Register Here
2026 Product Training – Los Angeles  Thursday, June 4, 2026 2 p.m. 1 Hour Register Here
Snacks and Strategy: Huntington Beach Friday, June 5, 2026 10 a.m. 2 Hours Register Here
Broker Connection Compare and Enroll Online Enrollment – NorCal Monday, June 8, 2026 10 a.m. 1 Hour Register Here
2026 Product Training – Northern California Monday, June 8, 2026 3 p.m. 1 Hour Register Here
2026 Product Training – Riverside /San Bernardino Tuesday, June 9, 2026 10 a.m. 1 Hour Register Here
Join Us In-person 2026 Product Review (MAPD, DSNP and Med Supp) with Mary You Chang! – Arcadia Tuesday, June 9, 2026 10 a.m. 1 Hour Register Here
2026 Product Training – Santa Barabara, SLO and Kern Tuesday, June 9, 2026 11 a.m. 1 Hour Register Here
Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Orange County Tuesday, June 9, 2026 2 p.m. 1 Hour Register Here
2026 Product Training – San Diego Wednesday, June 10, 2026 10 a.m. 1 Hour Register Here
Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide Wednesday, June 10, 2026 2 p.m. 1 Hour Register Here
How to Market Medicare (and Yourself!) Digitally/Social Media – Statewide Thursday, June 11, 2026 9 a.m. 1 Hour Register Here
Learn the value and importance EAE Dual Plans, plus HRA Incentive! – Los Angeles Thursday, June 11, 2026 9 a.m. 1 Hour Register Here
Snacks and Strategy: Brea Friday, June 12, 2026 10 a.m. 2 Hours Register Here
Learn the value and importance EAE Dual Plans, plus HRA Incentive! – San Diego Monday, June 15, 2026 3 p.m. 1 Hour Register Here
New to Medicare! Learn steps how to sell Medicare all line of business with Blue Shield – NorCal Monday, June 15, 2026 3 p.m. 1 Hour Register Here
Medicare Supplements: Who wants them, How to sell them, and Why sell Blue Shield's – Statewide Tuesday, June 16, 2026 9 a.m. 1 Hour Register Here
Get to Know Our Network – AltaMed Tuesday, June 16, 2026 9 a.m. 1 Hour Register Here
Join Us In-person for a Coffee and Chat with Christy Frasca – Redlands Tuesday, June 16, 2026 10 a.m. 1 Hour Register Here
New to Selling Medicare? Learn Tips and Tools for Growing Your Business with Blue Shield – SoCal Tuesday, June 16, 2026 2 p.m. 1 Hour Register Here
Broker Connection Compare and Enroll Online Enrollment – San Diego County Wednesday, June 17, 2026 9 a.m. 1 Hour Register Here
Meet and Greet with Kim Shields – San Diego Wednesday, June 17, 2026 11:30 a.m. 1 Hour Register Here
Join Us In-person for a Get to Know our Network – MemorialCare! – Long Beach Wednesday, June 17, 2026 1 p.m. 1 Hour Register Here
Snacks and Strategy: Mission Viejo Thursday, June 18, 2026 10 a.m. 2 Hours Register Here
2026 Product Training – San Diego HICAP Comparison Tool Thursday, June 18, 2026 10 a.m. 1 Hour Register Here
Coffee and Chat and more with Eva Mendez! – Panera Bread Long Beach  Thursday, June 18, 2026 11 a.m. 1 Hour Register Here
2026 Product Training – Los Angeles  Tuesday, June 23, 2026 9 a.m. 1 Hour Register Here
Get to Know Our Network –  Optum Tuesday, June 23, 2026 10 a.m. 1 Hour Register Here
Get to Know Our Network –  Primary Care Associates of CA/Unilogic Tuesday, June 23, 2026 10 a.m. 1 Hour Register Here
Get to Know Our Network –  Providence St Mary's  Tuesday, June 23, 2026 10 a.m. 1 Hour Register Here
Meet and Greet with Kim Shields – San Diego Wednesday, June 24, 2026 11:30 a.m. 1 Hour Register Here
Join Us In-person for a Coffee and Chat with Christy Frasca PCC – Ventura Wednesday, June 24, 2026 12 p.m. 1 Hour Register Here
Broker Connection Compare and Enroll Online Enrollment – Los Angeles County Thursday, June 25, 2026 9 a.m. 1 Hour Register Here
Join Us In-person 2026 Product Review (MAPD,DSNP, and Med Supp) with Eva Mendez! Torrance Thursday, June 25, 2026 1 p.m. 1 Hour Register Here
Snacks and Strategy: Los Alamitos Friday, June 26, 2026 10 a.m. 2 Hours Register Here
Broker Connection Compare and Enroll Online Enrollment – Orange County Tuesday, June 30, 2026 2 p.m. 1 Hour Register Here

 

The company complies with applicable state laws and federal civil rights laws and does not discriminate, exclude people, or treat them differently on the basis of race, color, national origin, ethnic group identification, medical condition, genetic information, ancestry, religion, sex, marital status, gender, gender identity, sexual orientation, age, mental disability, or physical disability. La compañía cumple con las leyes de derechos civiles federales y estatales aplicables, y no discrimina, ni excluye ni trata de manera diferente a las personas por su raza, color, país de origen, identificación con determinado grupo étnico, condición médica, información genética, ascendencia, religión, sexo, estado civil, género, identidad de género, orientación sexual, edad, ni discapacidad física ni mental.  本公司遵守適用的州法律和聯邦民權法律，並且不會以種族、膚色、原國籍、族群認同、醫療狀況、遺傳資訊、血統、宗教、性別、婚姻狀況、性別認同、性取向、年齡、精神殘疾或身體殘疾而進行歧視、排斥或區別對待他人。

Page last updated 10/1/2025

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