Podcast Resources
Links to resources and more below…
From Episode 1 & Episode 8
Download the other products from template for you to customize and use with your clients to show them what other products you offer.
NOTE: This is a Canva.com template - You will need a Canva account to access. Basic accounts are free!
From Episode 5
Are you sending out thank you cards? No? Why not? Download this free guide to show you how simple it is and even what to write and include!
FREE SOCIAL MEDIA GRAPHICS!
Top 15 Medicare Questions! Use these social media graphics on your channels to help your clients and prospects with common questions.
Top 5 AEP Tips (& Beyond)
How can you have a great AEP? Check out these 5 tips to help you stand out from your competition!
From Episode 12
Are you looking to create a repeatable success at every appointment? Download the notes from episode 12, sales phrases, and create your own success verbiage!
From Episode 14 CMS Press Releases
Check out what CMS’s clarification is on call recordings and best practices for carriers during AEP:
From Episodes 20/21/22 (series)
Download and follow along as I review the Deceptive Marketing Practices Flourish in Medicare Advantage Report from the US Senate Committee on Finance.
From Episode 27 - CMS Violations
View the 900+ Page 2024 Proposed Rules and Regs
See the summary for a quick overview and most of the marketing changes that effect agents start on page 217
From Episode 32 - Your Own Agent/Agency Flyer
How can you let your clients and prospects know your entire portfolio of products? With your own flyer. Download the template to help you get your own and never leave a client guessing what products you offer!
From Episode 53 - New T67 Campaign
T67 campaigns were usually for reaching out to orphan accounts; Medicare beneficiaries who no longer have an insurance agent. However, there is a new type of T67 campaign you can perform to your current clients using hospital indemnity plans!
SOA Strategy
While many agents see the scope of appointment (SOA) form as an obstacle, others are using it to make clients aware of additional coverage options available to them. Learn how in this guide!
Client Life Time Value (from episode 105)
How much is your client worth? That of course depends on your portfolio of products and the needs of the client. However, you can run some numbers on this simple spreadsheet and take a look for yourself!
NOTE: You will want to download it prior to make changes to the sheet.
Medicare Excess Charges (from episode 103)
Are excess charges that bad? Will your clients be facing a trillion dollars in medical debt because they have Plan N (hint, the answer is no, more like a less than 1% chance they will owe less than $20)? Here is how they work…
Simple Way to Offer HIP (from episode 109)
I don’t have time…I don’t know what to offer…
Well those excuses are out the window with this simple, easy, and fast way to offer HIP!
Social Media Posts & Graphics (from episode 111)
Not sure what to write on your social media? I asked ChatGTP to come up with some ideas for you to modify and make your own. Over 30 sample posts and images (Images were created by myself using Canva) free to download!
