Financial Grade

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Financial Grade Financial Grade is a national Field Marketing Organization, specializing in Senior Health Insurance. government or the federal Medicare program.

With over 15 years of experience in the Senior Health Insurance industry. Financial Grade is a national Field Marketing Organization (FMO) specializing in Senior Health Insurance. With over 15 years of experience in the Senior Health Insurance industry, Financial Grade Senior Consultants (FGSC) has become a strategic partner with most of the top-rated Senior Health Insurance carriers in the nation. Financial Grade is committed to providing independent agents with the necessary training, marketing, and tech to sell premier Senior Health Insurance products. Neither Financial Grade nor its agents are connected with or endorsed by the U.S.

What a launch 🎉Financial Grade celebrated our new partnership with UCLA Health Medicare Advantage Plan at Topgolf in Los...
09/17/2026

What a launch 🎉

Financial Grade celebrated our new partnership with UCLA Health Medicare Advantage Plan at Topgolf in Los Angeles, and the turnout said it all: a full house, great energy, and agents ready to grow.

Thank you to the UCLA Health Medicare Advantage Plan team and CareMore Health for an insightful look at what's ahead for 2027, and to CCG, Adelante Insurance Services, Common Insurance Services Agency, and CRC Benefits for their support on the day.

One lucky agent also walked away with a pair of Disneyland tickets. 🏰

Onward to AEP 2027

09/11/2026

That's a wrap on today at Topgolf El Segundo. We pulled together a room of amazing Medicare producers to talk about what real leverage looks like heading into AEP — a direct line to the UCLA Health Medicare Advantage Plan as one of just three NMOs in the country, a 30+ year care partnership with CareMore Health, and a first look at our tech stack and the new Medicare Co-Pilot Portal. Between the swings, the lunch, and the conversations, it was exactly the setup agents want before enrollment opens.

To everyone who came out: thank you. And if you missed it but you're rethinking your carrier access for AEP — whether you write MAPD full-time or you're cross-selling from Life, Health, or P&C — the door's still open. Let's talk before enrollment does! Link in bio to learn more.

09/09/2026

🚨 Los Angelenos, this one's for you. 🚨

Tomorrow, we're swinging into action with UCLA Health Medicare Advantage Plan official Launch Party at Topgolf.

Come meet the mighty team behind UCLA Health Medicare Advantage Plan, plus special guest CareMore Health. Hosted by Financial Grade.

One afternoon of fun, training, and lunch.

Last call:
Tomorrow, Thursday, 9/10
🕦 11:30 AM – 2:30 PM
📍 Top Golf El Segundo

This is your last chance to register. Don't miss it. 👇
https://www.eventbrite.com/e/1997052995268?aff=oddtdtcreator

What an amazing Senior Summit! Financial Grade was proud to be a sponsor at last week’s event connecting with our indust...
09/08/2026

What an amazing Senior Summit! Financial Grade was proud to be a sponsor at last week’s event connecting with our industry community. It’s always great to see familiar faces, strengthen relationships, and meet new people along the way. Thank you to everyone who stopped by the Financial Grade booth to say hello, we loved connecting with you. 💙 Learn more about us with the link in our bio.

09/03/2026

AEP is weeks away. Are you set up with the carrier access to actually win it? On September 10, Financial Grade is opening a door most Medicare agents never get. We're one of only three NMO's in the country with a direct line to the UCLA Health Medicare Advantage Plan, plus a 30+ year care partnership with CareMore Health. That means real leverage heading into AEP:

→ Host Medicare seminars advertised directly by UCLA Health Medicare Advantage Plan (yes, lead flow with one of California's most trusted names behind it)
→ Direct access to UCLA Health Medicare Advantage Plan stakeholders
→ A first look at our tech stack + the new Medicare Co-Pilot Portal
→ Enjoy golf, lunch provided, and real conversations with top producers at Topgolf, El Segundo
→ A shot at a Disneyland getaway

Whether you write MAPD full-time or you're a Life, Health, or P&C agent eyeing the Medicare cross-sell, this is the room to be in before enrollment opens. Curated event. Limited seats. Moving fast.

📍 Topgolf El Segundo · Thursday, Sept 10 · 11:30 AM–2:30 PM
Register at the link below 👇

https://www.eventbrite.com/e/youre-invited-ucla-health-medicare-advantage-plan-w-financial-grade-tickets-1997052995268?aff=oddtdtcreator

🚨 Big things are happening at Financial Grade. 🏌️We are now 1 of only 3 NMO's nationwide with a contract for UCLA Health...
08/19/2026

🚨 Big things are happening at Financial Grade. 🏌️

We are now 1 of only 3 NMO's nationwide with a contract for UCLA Health Medicare Advantage Plan, one of the most prestigious healthcare systems in the country.

We're celebrating with a live agent mixer at Topgolf El Segundo. 🎉

September 10, 2026 | 11:30 AM – 2:30 PM 📍 Top Golf El Segundo

Meet the people behind the partnership and network with the team behind UHMAP and CareMore Health.

And here's the big one: one lucky attendee will win a Disneyland Getaway raffle. 🎟️🏰 Plus additional premium prizes up for grabs.

This event is designed for agents in LA and Southern California, and it is also open to any licensed agent eager to grow their Medicare business or incorporate Medicare into their existing business.

Spots are limited.
Register Now: https://bit.ly/MSHP_UHMAPTOPGOLF

🤝 Tomorrow (7/15), over lunch: the fastest-growing corner of insurance, in one room.10,000 people age into Medicare ever...
07/15/2026

🤝 Tomorrow (7/15), over lunch: the fastest-growing corner of insurance, in one room.

10,000 people age into Medicare every day. Some agents are building whole careers on that. Others haven't looked yet.

Alignment Health, Blue Shield of California, and Primary Care Associates of California will be at the table with Financial Grade at Karl Strauss Brewing Company in Sorrento Valley.

Two product lines, one leading physician network, and a real look at what this industry actually is.

Last call. 👇 Tap to grab a seat.
https://bit.ly/FGJULYMIXER

07/10/2026

📈 10,000 seniors age into Medicare every single day. And that number isn't slowing down.

That's not just a statistic. It's a decade-long wave of people who need someone to guide them, and a rare kind of opportunity for anyone looking to build a real business in a high-growth industry.

The question isn't whether the demand is there. It's whether you'll be positioned to serve it. Right here in San Diego.

Over lunch, Financial Grade is bringing together two carriers in the Medicare vertical and one leading physician network, all in one room. Come see what a complete Medicare book looks like and the support that comes with building one.

New to the space? You are exactly who this room is for.

July 15
Karl Strauss Brewing Company
11:30 AM to 1:30 PM

👇 Tap the event to reserve your seat.

https://www.eventbrite.com/e/1992172328061?aff=oddtdtcreator

Happy 4th of July from all of us at Financial Grade❤️ 🤍 💙 As our nation celebrates its 250th, we're celebrating you. Tha...
07/04/2026

Happy 4th of July from all of us at Financial Grade❤️ 🤍 💙

As our nation celebrates its 250th, we're celebrating you. Thank you to our agents for the heart and service you bring to your clients every day, and to our carrier and medical group partners who help make that work possible. This community is stronger because of all of you.

Wishing you and your families a safe and spectacular holiday.

Address

875 Prospect Street
La Jolla, CA
92037

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16195950937

Website

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