Free Guides

The Complete Guide on How to Sell Prescription Drug Plans

This must-read resource will teach you the ins and outs of the PDP market. You'll learn how to find PDP leads, market yourself, and quote plans. We'll even cover how to save your clients money on prescription drugs and the value of selling PDPs, for you and your clients.

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A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products

Cross-selling ancillary products to your Medicare clients is an excellent way to maximize your book of business and commissions, but where should you start? We introduce the different ancillary products, their ideal clients, sales pitch ideas, and more!

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The Complete Guide on How to Sell Medicare Advantage Plans

Want to start selling Medicare Advantage or increase your close rate with this product? We've got the info and tips you need to succeed in our comprehensive guide!

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The Complete Guide to Client Loyalty and Retention

Want to learn how you can keep your clients coming back for more? Check out our FREE guide on client loyalty and retention and see how it can boost your business!

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Modern Medicare Marketing for Today's Agents

Want to learn how to market with a more modern approach? The marketing methods highlighted in this guide use today's technology to highlight business branding in affordable ways. Read all about it by downloading our FREE guide!

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Developing an Agency — Your Guide to Getting Started

We created this guide to help both agents just starting an agency and those who have already established their own business reach optimal success. With all of the moving parts within this industry, we wanted to make sure you have the support you need while expanding your business.

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How to Host a Successful Medicare Educational Event [DIRECT DOWNLOAD]

Want to learn how to host a compliant Medicare educational event that your clients won't stop talking about? This is the guide for you! From getting prepared to setting up sales opportunities, this guide is a must-read before hosting your next event!

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The Complete Guide on How to Sell Final Expense Insurance

Death is a part of life. Are your clients and their families financially prepared for it? Learn how to successfully present final expense insurance in this free 57-page eBook that includes an effective final expense phone script and fact finder!

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Agent Survival Kits: Beginners or Experts

Whether you’re just starting out in the industry or you’re a seasoned agent, we have the insurance sales survival kit for you! Each kit includes eBooks, handouts, blog posts, infographics, and videos that will answer your questions and help you feel confident when meeting with clients.

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The Complete Guide on How to Sell Medicare Supplements

If you're interested in selling Medicare Supplement insurance, this free 52-page eBook contains everything you need to know to get started. Two generic Med Supp phone scripts are included!

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Social Media Marketing for Insurance Agents

Want to start using social media for your insurance business but feel unsure where to start? Then we have an eBook for you!

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Your Step-By-Step Guide to Getting Started in Insurance Sales

Thinking of becoming an insurance agent? Selling insurance is a rewarding career path for the many people who choose to pursue it. If you think insurance is your calling, we have just what you’ve been looking for!

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