Please check the calendar below to find out information on things like carrier meetings & trainings, contracting & certification dates, and other P&A related events.

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This LIS/My Advocate course presents the fundamentals of LIS and the opportunity agents have to grow their book of business while assisting consumers with unique needs. Roberti will review LIS program qualifications, the LIS enrollment process, and why follow up is a necessity. My Advocate Check-Up tool is a demonstration of a website data base or programs in local communities geared to provide financial assistance, discounts, and more. Learn about the LIS marketspace, qualifications and assistance available for consumers, identifying financial challenges, steps to guide the consumer through the LIS application, and how to track properly within bConnected. (ref to bC may distract those who don’t use this but it is a very minor element of the session).

  • Trainer: Stephanie Roberti (
  • Date: 3/2/2020
  • Duration: 90mins
  • Time: 2:00 PM (East)
    1. 11:00 AM (Pacific)
    2. 12:00 PM (Mountain)
    3. 1:00 PM (Central)


Dial-in #: 1-763-957-6400