Financial Grade

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.

Today, Financial Grade honors Juneteenth, a celebration of freedom, resilience, and progress.Let’s honor our history, up...
06/19/2026

Today, Financial Grade honors Juneteenth, a celebration of freedom, resilience, and progress.

Let’s honor our history, uplift our communities, and celebrate together.

Happy Juneteenth!

🎉 IT'S OFFICIAL: The Financial Grade Agent Growth Mixer is here.Two carriers, one senior-focused IPA, and a whole lot of...
06/19/2026

🎉 IT'S OFFICIAL: The Financial Grade Agent Growth Mixer is here.

Two carriers, one senior-focused IPA, and a whole lot of opportunity.

Join us on Wednesday, July 15, from 11:30 AM to 1:30 PM at Karl Strauss Brewing in Sorrento Valley for an afternoon built around one simple idea: the more complete your Medicare toolkit, the more clients you can serve.

Connect with two carriers and a leading physician network, all in one room, all there to support your book, and all set against the easy energy of one of San Diego's favorite breweries.

Who's in the room:

🔹 Alignment Health Plan, Medicare Advantage
🔹 Blue Shield of California, Medicare Supplement
🔹 Primary Care Associates of California (PCAC), the senior-focused IPA and true "Leaders in Senior Care" since 2007

Who should come:

✅ Licensed agents ready to grow and scale
✅ Agents exploring new opportunities
✅ Anyone curious about the Medicare space
✅ Future business builders eyeing a high-growth industry

New to Medicare? You're welcome here. This is a real, behind-the-scenes look at the industry from the people leading it.

Mix, mingle, and join in on the fun.

Where: Karl Strauss Brewing, Sorrento Valley
When: Wednesday, July 15 | 11:30 AM to 1:30 PM

Spots are limited and expected to fill fast.
Whether you're starting or scaling, this is your room.

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

If your career disappeared tomorrow, would you have built anything that lasts?Not a savings account. Not a resume bullet...
05/26/2026

If your career disappeared tomorrow, would you have built anything that lasts?

Not a savings account. Not a resume bullet.

An actual asset. Something that compounds. Something nobody can restructure away from you in a Tuesday afternoon Zoom call.

Most people in insurance never ask this question until it's too late.

The ones who asked it early? They're having a very different Tuesday than everyone else right now.

Wednesday, May 27th at 12 PM PT — come find out what they know.

👉 Register: https://www.eventbrite.com/e/1989616235720?aff=oddtdtcreator

☎️ 619-595-0937

Signs you might need to attend this webinar:❌ You've explained your commission structure and depressed yourself❌ January...
05/25/2026

Signs you might need to attend this webinar:
❌ You've explained your commission structure and depressed yourself
❌ January feels like hitting restart on a video game you've already beaten
❌ You've Googled "is this all there is" at least once this quarter
❌ You're great at building someone else's business and you know it

Here's the good news:

Recognizing it is the first step. Doing something about it is the second.

Wednesday, May 27th at 12 PM PT — Pete Blasi and Malachi Ulysse are showing exactly what "doing something about it" looks like in the Medicare space.

One hour. Real path. Real math. Real possibility.
Step two starts here. 👇
👉 Register: https://www.eventbrite.com/e/1989616235720?aff=oddtdtcreator
☎️ 619-595-0937

Today, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom.From all of us at F...
05/25/2026

Today, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom.

From all of us at Financial Grade Senior Consultants, we wish you a meaningful and reflective Memorial Day.

Yesterday's Financial Grade Agent Mixer was everything we said it would be, and then some. To everyone who showed up, th...
05/22/2026

Yesterday's Financial Grade Agent Mixer was everything we said it would be, and then some.

To everyone who showed up, thank you. You made it what it was.

A massive thank you to our incredible lineup:

Diane Gaswirth, UnitedHealthcare: You gave this room something most agents won't hear until AEP. The State of the Industry. Final Rule changes. Time-sensitive opportunities. Real intelligence.

Tony Barreto, SCAN Health Plan: You showed why you're the partner agents need heading into 2026 and beyond. Star Ratings. Strength. Strategy.

Shirley Lara, Optum Medical Group: You reminded every agent in that room why the long game wins. Paint your story. Build the relationship. Show up.

🌮 And Chaco's Tacos, you never disappoint.

If you weren't there, this is what it looked like from the inside.
This is the difference between showing up and sitting it out.

We're already planning the next event.

Follow us. Stay ready.

Thank you to the entire FG team who worked behind the scenes to make this happen. There were many of you. Events like this don't happen without a team. We appreciate each and every one of you.

The rope just dropped. 🎟️And for a very short window, you're on the list. May 20th at Financial Grade is not open to eve...
05/19/2026

The rope just dropped. 🎟️
And for a very short window, you're on the list.

May 20th at Financial Grade is not open to everyone. It's built for agents who take this industry seriously and for those ready to step into it for the first time.

Inside that room:
🔰 UnitedHealthcare: State of the Industry, with Diane Gaswirth
🔰 SCAN Health Plan: The Rest of 2026, with Tony Barreto
🔰 Optum Medical Group: Paint Your Story, embark on a growth plan in the San Diego market, with Shirley Lara

Three of the biggest names in San Diego Medicare | One afternoon | 50 seats

Once they're gone, the rope goes back up.

📅 May 20 · 11AM–1PM · La Jolla · Financial Grade

Register → https://www.eventbrite.com/e/1988796414613?aff=oddtdtcreator

05/18/2026

There's an empty chair in La Jolla with your name on it. 🪑

And in two days, someone else is going to sit in it.

May 20th is the Medicare Industry Insider Event, and the room is almost full.

is delivering the State of the Industry.
Health Plan is bringing what every agent needs to know right now.
is showing up for you.

We even have a fresh taquero on-site, Chacos Tacos. 🌮

The chair is waiting. The question is whether you'll be in it. 🌅

📅 May 20 · 11AM–2PM · La Jolla ·

Financial Grade Register → https://www.eventbrite.com/e/1988796414613?aff=oddtdtcreator

05/16/2026

Nobody puts “stumbled into Medicare” on their résumé.

But a lot of the best agents in this industry will tell you that’s exactly what happened. Including our leader, President & CEO of Financial Grade.

Someone put them in a room. Something clicked. And they never looked back.

May 20th is that room.🚪
This is the Medicare Industry Insider Event. 🔑

Three of the biggest names in the San Diego Medicare market. One room. Two hours.

🔵 UnitedHealthcare: State of the Industry

What’s changing | What’s coming | What every serious agent needs to know heading into 2027.

🔴 SCAN Health Plan: Critical updates for the rest of 2026. What you need to know now.

🟠 Optum Medical Group: Paint Your Story Agent education. Community impact | Your next move.

This is where the San Diego Medicare market comes together. The carriers. The agents. The people building something real.

The door is open. 🌅
—
May 20 · 11AM–2PM 📍 La Jolla · Financial Grade

🔗 Link to register: https://bit.ly/FGMixer2026

Seats are limited, with a few left.

What if the most important room you'll walk into this year doesn't have a job posting?No application. No interview. No o...
05/15/2026

What if the most important room you'll walk into this year doesn't have a job posting?

No application. No interview. No one deciding if you're a good fit.

Just a seat at a table where the people who built real careers in Medicare are telling you exactly how they did it.

The Medicare industry isn't slowing down. 11,000 people turn 65 every single day. The opportunity isn't going anywhere, but this event is.

50 seats | May 20th | 11 AM - 2 PM | La Jolla, CA

Come curious. Leave with a plan. 🌅

Register → https://www.eventbrite.com/e/1988796414613?aff=oddtdtcreator

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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