Our team has gathered these informative resources to help you prepare for AEP with confidence and ease.
Click a thumbnail below to view the information. To download a PDF to your computer, click on the 3 dots in the bottom menu when viewing the PDF and then click “Download PDF file.”
AEP Agent Readiness Guide
Agent Goal Setting Guide
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Needs Analysis
Sales Appointment Checklist
30 Second Radio Script
45-60 Second Radio Script
Medicare Scope of Appointments
Consumer Communications vs. Marketing FAQ
Beneficiary Contact, Appointment and Events FAQ
Staying Organized
Prospecting 101
5 Tips for a Successful AEP
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
Client Appointment Reminder
Follow Up Overview
Educational Events Compliance
Agent Medicare Compliance Guide
CMS 2027 Final Rule
Chronic Condition Special Needs Plans (C-SNPs)
D-SNPs and C-SNPs: Frequently Asked Questions
Dual Eligible Special Needs Plans (D-SNPs)
DSNP Letter
Client Applications and Understanding Underwriting
Getting Licensed to Sell FE
Marketing Final Expense
Types of Final Expense Insurance
Roth Conversion Campaign in a Box Brochure
Roth ConversionCampaign in a Box – Campaign Asset Guide
Birthday Rule Cheat Sheet
Agent General Networking Flyer
Agent Networking Letter Template
Dentist How-To Guide
Doctor How-To Guide
Networking in a Box Guide
Pharmacist How-To Guide
Provider Comparison Guide
Affinity Partners Pitch Deck
Affinity Partners Essential Overview Guide
Guide to Affinity Partners: Community Organizations
Guide to Affinity Partners: Professional Services
Guide to Affinity Partners: Small Businesses
Voicemail Template for Affinity Partner Prospects
EMAIL TEMPLATE — For Affinity Partners
Medicare for Veterans 101
Medicare for Veterans – Agent Guide
Medicare for Veterans – Agent Reference Guide
OEP Checklist: AGENT’S GUIDE
OEP Retention Planning
MEDICARE BENEFITS EDUCATION
Tips for Telephonic Enrollment
Guide to Handling Objections Over the Phone
MedSupp Referral Lead Introduction Script
MedSupp Client Annual Review Final Expense Cross-Sell Script
T-65 Med Supp Phone Guide
SOA Script