INTERNAL USE ONLY – Marketing/Sales Tools Index
Click the drop-downs below to view our internal marketing/sales materials.
** To remain in compliance, these letters cannot be sent to clients before October 1st.
** Stay on Current Coverage Letter Option #1 | Option #2
** Change Coverage Letter Option #1 | Option #2
** Annual Review Letter (introduce yourself to a new prospect) Option #1 | Option #2
** Stay on Current Coverage Letter w/ Hospital Benefit Option #1 | Option #2
** Stay on Current Coverage w/ Dental Offer Option #1 | Option #2
** Stay of Current Coverage w/ Dental and Hospital Benefit Option #1 | Option #2
Medicare 101 PowerPoint (PowerPoint download)
Medicare and Diabetes Workshop Package
Medicare Supplements Workshop Package (PowerPoint download)
Medicare Top 5 Not Covered Workshop Package
Medicare Top 10 Workshop Package (PowerPoint download)
Why and How to Offer DHV to Your Clients
Dental, Hearing, and Vision Whitepaper
Why and How to Offer Home Healthcare to Your Clients
Why and How to Offer Final Expense to Your Clients
Why and How to Offer Hospital Indemnity Plans to Your Clients
Hospital Indemnity Plans Sales Techniques (Transition Statements, Objections & Rebuttals)
70% shopping rates will make this AEP a war zone. Do you have your Battle Plan ready?
Attend one of our in-person AEP Disruptions Bootcamps, or be left behind.
July 23, 2024
Blue Springs, MO
July 25, 2024
St. Charles, MO
July 31, 2024
Columbia, MO