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.

AEP is weeks away. Are you set up with the carrier access to actually win it? On September 10, Financial Grade is openin...
09/01/2026

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.

07/03/2026

MEDICARE Agent Growth Mixer

Picture two carriers and a leading physician network in one room, all working to support your book.
That room is coming. Spend lunch time with us.

Financial Grade is hosting a Medicare Agent Growth Mixer, and whether you're starting or scaling, this is your room.

👇 Tap the event to see who you'll meet and reserve your seat before the week gets away from you.
https://bit.ly/FGJULYMIXER

07/02/2026

Our Next Agent Mixer is on July 15th at Karl Strauss Brewing Company

If you missed our May event, don't miss the next one. Financial Grade Agent Mixers bring together the top carriers, sharpest agents, and most important conversations in the San Diego Medicare market.

These are the rooms that give independent agents a real advantage.

July 15th Medicare Agent Growth Mixer from 11:30 AM to 1:30 PM.

Two Carriers | One Senior-Focused IPA

Who You'll Meet

✴️ Alignment Health
✴️ Blue Shield of California
✴️ Primary Care Associates of California

Who Should Attend

✅ Licensed agents looking to grow and scale
✅ Agents exploring new opportunities
✅ Professionals curious about the Medicare space

New to Medicare? You are welcome.

This event offers a real, behind-the-scenes look at the industry from those leading it.

👉 https://bit.ly/FGJULYMIXER

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

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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