Year: 2026

JSA Announces Leadership Promotions to Support Continued Growth

FORT MYERS, Fla. — Jack Schroeder and Associates, LLC (JSA), a leading national field marketing organization serving insurance and financial professionals, is pleased to announce the promotions of Henry Monahan to Vice President of Sales – Annuities and Catalina Liebman to Vice President of Sales – Eastern Region. These leadership appointments reflect JSA’s commitment to investing in experienced […]

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2027 CMS Final Rule: What It Means for Marketing, TPMOs, and Sales Compliance

As we look ahead to AEP 2027, the release of the 2027 CMS Final Rule brings a mix of clarity, flexibility, and a few meaningful updates for agents and agencies. While many expected sweeping changes, especially around marketing and TPMO regulations, CMS ultimately took a more measured approach. The result is a rule that reduces […]

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