Medicare Minis
Welcome to Medicare Minis! In these quick, 20-minute sessions, we'll dive into essential Medicare topics to keep you informed and ready to help your clients. Whether you're just starting out or looking to refresh your knowledge, each mini-session offers valuable insights to boost your expertise.
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These materials are intended solely for Medicare Insurance Broker training purposes and are not designed for use with clients.
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#1 LIS Eligibility
We'll explain the differences between LIS (Low-Income Subsidy) and Dual Eligibility. LIS helps with prescription drug costs for those with limited income, while Dual Eligibility applies to those qualifying for both Medicare and Medicaid. Understanding these programs will help you better assist clients.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#2 Broker Managers
Insurance Carrier Broker Managers connect insurance carriers and brokers, facilitating smooth communication and helping brokers access the right products for their clients. Building a strong relationship with them is key to gaining valuable insights, securing better terms, and driving business growth in a competitive market.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#4 Medicare Mastery in Minutes
By working with clients at different stages of their healthcare journey, you can build a strong, ongoing pipeline. This approach allows you to earn at every stage of the transaction, ensuring continued engagement and long-term client relationships.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#5 DSNP/LIS Eligible - Changes for 2025
Understanding the rules of the 2025 Medicare DSNP SEPs is key to providing the best service for your clients. By knowing what can and can’t be done, you ensure compliance and make the most of the enrollment opportunities.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#6 Valued Based Care
In the Value-Based Care model, doctors are rewarded for patient outcomes. Medicare insurance agents can help Doctors better align with plans which support these goals. This approach creates opportunities for both improved patient satisfaction and increased financial rewards.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#7 Protect Your Book of Business
Protecting your Medicare book of business is key to long-term success. Stay proactive. Communicate regularly with your clients; reinforce their plan membership and coach them to rely on you for all their Medicare questions. Emphasize the importance of not sharing personal info with strangers (800#s). Watch for more helpful suggestions.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#8 Medicare Supplement Rate Increase Notifications
Medicare Supplement rate increases often occur one to two times per year, presenting an opportunity to review your client’s options. Unlike Medicare Advantage, Medicare Supplements don't have an enrollment period, allowing clients to enroll anytime. However, if a client is outside a guaranteed issue window, they will need to go through medical underwriting to secure coverage.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#10 The Pros and Cons of Option 1 and
Option 2
Explaining Original Medicare, its associated costs, and the pros and cons of Medicare Supplement and Medicare Advantage plans will make it easier for you to discuss Medicare options with your clients and help them make informed healthcare decisions. Watch this video for a brief overview.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#11 Business Blueprint:
T64/T65 Outreach Plans
Designed to equip Medicare brokers with an effective strategy to engage individuals turning 64 and 65, the critical age for Medicare eligibility.
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Visit:
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Sly Broadcast Ringless Voicemail service
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#12 Business BluePrint:
Pitch to Pain
Agents will be equipped with a powerful, consultative approach to selling Medicare plans that emphasizes empathy, understanding, and addressing real client concerns.
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Visit:
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#13 Business Blueprint:
Medicare Supplement - High Deductible Plan G
What is it? Plan G High Deductible offers a lower monthly premium with a higher deductible compared to standard Plan G. It provides the same comprehensive coverage once the deductible is met, making it a cost-effective option for those who can manage higher out-of-pocket expenses before full coverage kicks in. What are the pros and the cons?
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#14 Business Blueprint:
Broker Managers
Broker Managers—Who are they? What do they do? How do they support you? What you can expect from them? We'll discuss the importance of building a strong relationship with them, and how they can become a key resource in helping you succeed. Whether you're looking for guidance, tools, or strategies to grow your business, this webinar will help you understand why connecting with your Broker Manager is vital for your continued success in the Medicare market.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#15 Business Blueprint:
Hospital Indemnity Plans
Hospital Indemnity plans provide extra financial support if you're hospitalized, helping cover out-of-pocket expenses like deductibles, copays, and more. Let’s break them down further - why & when might they be needed!".
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#16 Avoid the Loophole:
Protect Your Patients from the Medicare Trap
Many patients are shocked to learn that time spent in a hospital doesn’t always mean they’ve been formally admitted. Instead, they may be under observation status, which Medicare classifies as outpatient care—not covered under Part A, and not eligible for skilled nursing facility (SNF) coverage after discharge.
The video highlights this costly loophole and how to protect patients.
Key protections include:
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Asking: “Am I admitted as an inpatient?”
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Looking out for the MOON form (Medicare Outpatient Observation Notice), which hospitals must give after 24+ hours under observation.
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It explains the patient’s outpatient status
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Details how this affects Medicare coverage and costs
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Clarifies that Skilled Nursing Facility (SNF) care won’t be covered without a 3-day inpatient stay
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#17 Reciprocal Release
A Reciprocal Release from an FMO is a mutual agreement between an insurance agent and their Field Marketing Organization (FMO) that allows the agent to leave and move their carrier appointments—like Medicare Advantage or life insurance—to a new FMO without delays or penalties. Since both parties agree, it avoids the usual 6-month waiting period some carriers require and keeps the transition smooth and professional. It’s a clean, cooperative way to part ways when an agent wants to switch to a different upline for better support or opportunities.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#18 SEP for Clients who have Moved
You can use a Special Enrollment Period (SEP) for Medicare if you move to a new address, especially if you're moving to a different service area where your current plan no longer provides coverage. The SEP typically lasts for 2 months—1 month before and 1 month after your move. During this time, you can switch between Medicare Advantage and Original Medicare, change plans, or join a new Part D prescription drug plan. You’ll need proof of your move, like a utility bill or lease agreement, to qualify.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#19 How to Verify if a SEP is Available
Not sure which SEP applies? Contact the Broker Help Desk—they can confirm if a Special Enrollment Period is available for your client. While they can't advise on which one to use, they can help you know what options are on the table.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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#20 Low Income, Dual-Eligible, and Auto-Enrolled
Clients aren’t always the ones making Medicare decisions—sometimes the system does it for them. This video explains how automatic enrollment through Social Security can assign your clients a plan without your involvement. As a broker, that means losing control of the process, risking your full commission, and potentially leaving pharmacy patients stuck on poor-performing plans. Learn how to get ahead of it and protect both your clients and your business.
Regional Rates and Benchmarks 2025
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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