ACA Essentials, Webinar Series, Agent Training

ACA Essentials: What Every Agent Needs to Know, Part 2 — From Theory to Practical Application

The Health & Ancillary department is pleased to continue our ACA Essentials Webinar Series with an in-depth session titled “ACA Essentials: What Every Agent Needs to Know.” This live webinar is scheduled for October 1, 2026, at 10:00 a.m. CT and is specifically designed for direct, independent agents and agency owners who work with TBI. If you missed our first session in August, this is the webinar you simply cannot afford to skip.

A Critical Continuation of Our August ACA Essentials Session

This upcoming installment of the ACA Essentials Webinar Series builds directly on the foundation laid in our August session. While the first webinar introduced core concepts and high-level changes in the Affordable Care Act landscape, this October session moves from theory to practical application. Even if you were unable to attend in August, this continuation is structured so you can quickly get up to speed while still gaining fresh, actionable insights. For those who did join us previously, it will deepen your understanding and reinforce best practices you can apply immediately in your day-to-day client work.

Hosted by the Health & Ancillary Department for TBI Clients Only

The webinar is hosted by our experienced Health & Ancillary department, whose team works closely with agents and agencies navigating Marketplace coverage every day. Their direct experience with real-world enrollment scenarios ensures that the content is not only accurate, but also aligned with the challenges you face in the field. This training is exclusive to TBI clients—specifically, agents and agency owners affiliated with TBI only. That focus allows us to tailor examples, case studies, and recommendations to the unique needs of our distribution partners.

What You Will Learn: From Marketplace Fundamentals to Plan Selection

ACA Essentials: What Every Agent Needs to Know is structured to strengthen your command of the Marketplace and help you guide clients with clarity and confidence. Key topics include:

• Fundamentals of Marketplace coverage – Understand how Marketplace plans are structured, metal tiers, and how benefits are typically designed so you can explain options in practical terms.

• Eligibility rules – Review who qualifies for Marketplace coverage, how household composition and income are evaluated, and common eligibility pitfalls that can delay or disrupt enrollment.

• Subsidies and financial assistance – Gain clarity on premium tax credits and cost-sharing reductions, including how they are calculated and how to set realistic expectations with clients about monthly costs.

• Enrollment periods – Refresh your understanding of Open Enrollment, Special Enrollment Periods, qualifying life events, and timing considerations that often determine whether a client can secure coverage.

• Plan selection strategies – Learn practical approaches to comparing plans, balancing premium and out-of-pocket costs, and aligning options with a client’s health needs, provider preferences, and financial situation.

Who Should Attend and How to Join

This ACA Essentials webinar is ideal for direct, independent agents and agency owners who want to strengthen their ACA knowledge ahead of the next enrollment cycle. Whether you are newer to Marketplace business or a seasoned professional seeking a structured refresher, this session will help you provide a higher level of service and support to your clients.

The webinar will be delivered live via Microsoft Teams on Thursday, October 1, 2026, at 10:00 a.m. CT

Key Takeaway: Whether or not you attended the August kickoff, this continuation of our ACA Essentials Webinar Series is a must-attend opportunity for TBI agents and agency owners who want to confidently navigate Marketplace coverage and deliver clear, compliant guidance to every client.