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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

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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

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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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#3 Customer Service Scenarios 

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We'll cover common post-sale issues, concerns, and best practices to ensure your clients receive ongoing support and satisfaction.

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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

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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

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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

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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

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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

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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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#9 Business Blueprints:

How to Shop Medicare Supplements

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Don't shop the cheapest supplement for your client. Watch for tips on how to research Medicare Supplement plans.

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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

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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

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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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ThankAfter

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

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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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Selling Fundamentals

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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

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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

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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

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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

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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:

  • Asking: “Am I admitted as an inpatient?”

  • Looking out for the MOON form (Medicare Outpatient Observation Notice), which hospitals must give after 24+ hours under observation.

    • It explains the patient’s outpatient status

    • Details how this affects Medicare coverage and costs

    • 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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Mastering Medicare Series

Get ready to dive in and achieve your goals with confidence. Let’s get started!

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Agents
Answered

This is your opportunity to talk about what's going on, what you need help on, and get your questions answered. 

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Bonus Material

Explore valuable insights, strategies, and additional revenue opportunities like OTC benefit cards to maximize your success in the Medicare space.

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Next Level

Designed to equip you with advanced strategies and insights to accelerate your agency's growth.

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