Our team has gathered these informative PDFs to help you prepare for AEP with confidence and ease. Click a thumbnail below to view the information. To download it to your computer, click on the 3 dots in the bottom menu when viewing the PDF and then click “Download PDF file.”

AEP Readiness

AEP Agent Readiness Guide
Agent Goal Setting Guide
Agent Webcam Guide
Importance of Expanding Portfolio
Needs Analysis
Sales Appointment Checklist

Best Practices

Best Practice Direct Mail
Best Practice Email
Best Practice Lead Gen
Video Content Best Practices
Google Business Profile Best Practice Guide
Webinars Best Practice Guide