Training resources, Medicare basics, sales scripts, compliance guidance, and carrier resources — everything you need to sell confidently and stay compliant.
Quick reference for Medicaid eligibility levels and how to classify members fast.
Open Google Doc →Use when a client has a life-changing event and wants Social Security to reconsider IRMAA.
Open PDF →Side-by-side plan comparison used daily for client calls.
Open Google Sheet →IEP, AEP, OEP, and SEP — when clients can enroll or change plans and what triggers each window.
Open Training →Working past 65? How employer plans affect timing, SEPs, and when Part B should start.
Open Training →IRMAA surcharges and common late enrollment penalties agents need to prevent.
Open Training →Parts A, B, C, D explained with 2026 premiums and cost-sharing figures.
Open Training →Side-by-side comparison of all 2026 Medicare Advantage plans. Benefits, copays, OTC, dental, vision, and more.
Open Grid →Direct lines, auth numbers, member services, and key contacts for every carrier — Humana, UHC, Aetna, Solis, Devoted, and more.
Open Guide →Annual certification deadlines, AHIP, carrier-specific training links, and CMS compliance rules all in one place.
Open Page →Life-changing event appeal to reduce IRMAA surcharge. Most requested form.
Open PDF →Application for enrollment in Medicare Part B. Often paired with CMS-L564 for SEP.
Open PDF →Employer completes this to verify group coverage for Part B Special Enrollment Period.
Open PDF →Use when standard SEP rules don't apply cleanly. For complex enrollment timing situations.
Open PDF →Quick reference for Medicaid eligibility levels and how to classify members fast. Most used resource.
Open Doc →Reference list for plan fit, DSNP/HRA considerations, and client notes.
Open Sheet →Part B: $202.90/mo · Deductible: $283 · Part A deductible: $1,736 · IRMAA from $284.10. Full breakdown with IRMAA tiers.
View full breakdown →SSI-related programs & coverage groups — QMB, SLMB, QI1, LIS, MEDS-AD financial eligibility standards. Updated April 2026.
Download PDF →Side-by-side comparison used daily for client calls. Updated for 2026 plan year.
Open Sheet →Agent contracting help, transfer rules, and appointment guidance.
Open Slides →Helps identify plan fit and Extra Help eligibility during appointments.
Open Doc →Find venues, send first outreach, follow up. 4 scripts + outreach tracker.
Open Doc →Pre-event checklist, first visit script, 10-minute talk, one-on-one scripts.
Open Doc →Lead capture, same-day follow-up, 7-day sequence, objection handling.
Open Doc →Quarterly check-ins, sponsorship frameworks, 10 long-term relationship rules.
Open Doc →Identify worthwhile offices, staff org chart, 5-minute first visit script.
Open Doc →Every 2–3 week rhythm, 6-visit treat rotation, role-by-role scripts.
Open Doc →Get a carrier to sponsor lunch, propose the presentation, follow up. Highest ROI.
Open Doc →AEP-prep in-service, frictionless referral systems, defending against competitor agents.
Open Doc →