Next Level
Selling Fundamentals
Master the Pitch to Pain methodology to uncover client challenges, build trust, and offer tailored Medicare solutions that address their real needs. Learn to qualify leads, manage conversations, and close deals effectively.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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One Key to Growth
Keep up the momentum! You have daily access to powerful, low-effort opportunities. This session is focused on how to turn casual patient interactions into Medicare conversations that deliver results.
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Key Actions:
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Listen for Pain Points: High copays, denied meds, or plan confusion are clues. Train your team to catch these moments and offer help.
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Follow Up (30-60-90 Days): A quick check-in after enrollment ensures the plan is working—and keeps you top of mind.
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Ask for Referrals: After solving a problem, ask: “Do you know anyone else turning 65 or struggling with Medicare?” People know others like themselves.
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Find the Gap: Go beyond the Medicare plan—offer value with Hospital Indemnity, Short-Term Care, Dental, Vision, Hearing, Final Expense, and more.
Start with what’s in front of you. Small conversations lead to big results—These small steps lead to better care for your patients and more referrals for your business.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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11,200 New Medicare Clients - Every Day!
We revisit a critical topic: clients turning 65. Failing to engage with this group means more than just missing a significant opportunity — it’s also costing you money, increasing your workload, and affecting the pharmacy’s financial health. With changes to SEP (Special Enrollment Periods) for 2025, it’s more important than ever to focus on this demographic. Join us to learn how to create a strategic plan to effectively target and engage this critical market segment.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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SEP Success. Qualify & Convert Leads for a Year Long Business
Jump in and learn how to identify Medicare issues and turn them into opportunities for collaboration with a partnered Medicare agency. We’ll focus on recognizing when a Special Enrollment Period (SEP) is available and how to pitch solutions to address patient pain points. If an SEP isn't available, we’ll show how to help patients prepare for the next enrollment period, ensuring no time is wasted. By the end, participants will be equipped to address Medicare concerns and drive growth through strategic referrals.
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Please, visit:
Extra Help Income & Asset Limits 2025
State Pharmacy Assistance Plans
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Hospital Indemnity & Short-Term Care Insurance: Filling the Gaps
Hospital Indemnity and Short-Term Care plans are pure insurance products available year-round, with no enrollment window restrictions. They’re designed to complement Medicare Advantage or Medicare Supplement plans by covering out-of-pocket costs like hospital stays, recovery care, or daily expenses during short-term health events. These plans not only help protect clients from unexpected costs but also boost client retention by providing added value and peace of mind.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Low Income Subsidy (LIS). Empowering Your Clients with Extra Help
Dive into the Low-Income Subsidy (LIS), also known as Extra Help — a valuable program that helps reduce prescription drug costs for eligible Medicare beneficiaries. You'll learn what LIS is, who qualifies, and how to assist clients through the application process with clear, step-by-step guidance and application screenshots. We’ll also explore similar state-level assistance programs and discuss how offering this support can benefit both your clients and your business. Whether your clients are eligible or not, there’s no penalty for applying — just the opportunity to add real value.
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Visit:
​Extra Help Income and Asset Limits 2025
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Guarantee Trust Life
Boost Your Portfolio with GTL's Product Suite
Zack Parker, National Account Manager at Guarantee Trust Life (GTL), breaks down GTL’s most impactful products—featuring their popular Hospital Indemnity plan, Short Term Care options, and more. Whether you're looking to expand your offerings or better support your clients, this session is packed with actionable insights to help elevate your business. Watch now and discover how GTL’s solutions can drive growth for your practice!
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Interested in adding GTL to your roster of insurance carriers.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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TME Travel Insurance
In this session, Joe Lescher, CEO TME Travel Insurance, provides valuable insight into why travel insurance is a powerful tool for agents and pharmacies to boost revenue and build customer trust. He walks through the key features of TME’s travel insurance product, outlines how the program works, and shares tips on how to position it effectively with clients.
This webinar delivers practical information and sales-focused strategies to help you succeed. Sign up Here to Sell Travel Insurance.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Leveraging your Broker Manager
Gain a clear understanding of who Medicare Insurance Broker Managers are, the critical role they play between agents and insurance carriers, and how to strategically partner with them for maximum success. You'll learn how Broker Managers can be powerful allies—offering training, compliance guidance, and exclusive insights that drive growth and open doors to new opportunities.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Remote Patient Care
In-home Virtual Care is rapidly reshaping Medicare — and pharmacists are uniquely positioned to be at the heart of this transformation. By reviewing patient progress, assisting with medication management, and helping coordinate care, you can:
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✔ Improve patient outcomes
✔ Support families and caregivers
✔ Earn recurring revenue for your pharmacy​
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​Discover how this turnkey solution expands your impact and unlocks new revenue.
​✔ The entire setup and service is handled for you — no additional staffing required
✔ No upfront expenses and no equipment costs
✔ Better adherence, fewer hospitalizations, and healthier, happier patients
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Unlock the power of Remote Patient Management. Schedule a Demo today.
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Mini Community Pharmacy More Profit Roundtable Replay, May 14, 2025
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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OTC Cards Decoded. Your Tool for Growth, Service, and Client Loyalty
Learn how OTC benefits cards provide a Win, Win, Win for clients, pharmacies, and brokers alike. We cover how these cards boost client satisfaction, drive pharmacy engagement and revenue, as well as create new opportunities for brokers to grow their book.
See why OTC benefits are a smart play for everyone.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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To Register or Not to Register that is the Medicare Question
Medicare events fall into three categories: Formal, Informal, and Educational—each with specific rules on whether they must be registered with CMS or carriers. Formal and Informal sales events require registration because they involve plan presentations or one-on-one discussions that can lead to enrollment. In contrast, Educational events, which strictly provide general Medicare information without promoting specific plans, typically do not require registration—though they must still follow CMS guidelines.
Watch to learn more about each type of event.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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C-SNPs Decoded:
A Practical Guide for Pharmacy-Based Medicare Brokers
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Focusing on C-SNP (Chronic Special Needs Plans) gives brokers a unique opportunity to identify and support clients with qualifying chronic conditions—often well before AEP. These plans offer coordinated care, condition-specific benefits, and often lower out-of-pocket costs, making them a strong fit for clients who need more tailored support. By recognizing eligibility early, brokers can deliver immediate value, improve client outcomes, and begin earning 2026 renewals now—all while strengthening trust and long-term retention.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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The Next 100 Days…A 3-Step Strategy for AEP 2026 Preparation
With approximately 100 days to AEP 2026, it’s time to get focused.
Step 1. Complete AHIP and carrier training to stay compliant and Ready-To-Sell.
Step 2. Set clear goals—number of enrollments or number of patients you want to move off poor-reimbursing plans.
Step 3. Strategize & Plan—what's it going to take to meet your goals?
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Block your time on a calendar. Remember to work backwards from October 15 and build realistic weekly plans. Critical Key to Success — Start early! Tackle easy wins like collecting PTCs and SOAs, and don’t do it all alone—get help where you can. Learn the plans: what’s new, what’s ending, and identify early review targets like C-SNP clients. Progress is key—you can’t eat the whole elephant in one bite. And remember: “You miss 100% of the shots you don’t take".
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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3 Moves to Master AEP
Prepare, Position, and Perform - Starting Now
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Whether you’re just getting licensed or have years of experience under your belt, this session is built for brokers at every stage. We’re diving into three key moves you can start today that will set you up for serious success when AEP rolls around. From tightening up your systems to sharpening your outreach, this is your chance to get ahead—way ahead. Don’t wait until it’s too late. Momentum starts now.
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Conducting Compliant Medicare Consults Over the Phone
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Guest speakers Nathan Brown (Business Development) and Melissa Reynolds (Compliance Officer) from Plan Advisors share key insights on how to effectively and compliantly conduct Medicare consultations over the phone. The discussion covers essential CMS guidelines, best practices, how to use MedicareCenter effectively, and tips to maintain compliance while building trust with clients remotely.
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You can find more information here:
Wellcare: Tips for Conducting a Success Sales Enrollment - TeleDigital
Wellcare: Pocket Guide for Conducting a Comprehensive Needs Assessment
Wellcare: 6 Tips for Active Listening
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This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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AHIP 2026 + Carrier Certifications
What Every Agent Must Know
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As AEP (Annual Enrollment Period) approaches, preparation is everything. Watch this high-impact webinar designed to help agents cut through the noise and stay laser-focused on what truly matters to succeed in a competitive market.
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Work Smarter, Not Harder:
Train Your Team & Simplify Medicare Season
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Tired of frustrated patients and Medicare confusion at the counter? Learn how to train your team to handle Medicare questions confidently, reduce chaos, and turn your pharmacy into a trusted resource—making AEP smoother for everyone.
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Double Dip Your Commissions: Maximize Your Turning 65 Pipeline
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Why wait for AEP? Learn how to enroll T65 clients early, earn up to $973 per enrollment, and lighten your Q4 workload using tools you already have. This webinar delivers real-world strategies, compliant outreach scripts, and proven ways to grow your Medicare business now.
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Better Intel + Early Detection = Stronger Results
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With the Annual Enrollment Period approaching, $0 commission MAPD/MA plans pose new challenges. In this fast-paced webinar, learn how to identify these plans early, leverage pharmacy systems to flag affected patients, and create a proactive outreach strategy—so you're prepared before AEP chaos begins.
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Rethink Medicare Advantage
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If you're a pharmacy professional turned Medicare agent, you’ve likely felt the pain points of MAPD plans—but those challenges could be untapped opportunities. This webinar breaks down the myths and shows you how to turn MAPD into a profitable, patient-focused strategy for your pharmacy business.
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Disruption to Dominance: AEP Strategy
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This AEP, major Medicare Advantage plan cuts are expected—and your clients could be impacted. In this training, you’ll learn how to identify at-risk clients, segment your book, and use compliant strategies to retain and grow your business before the call centers get to them.
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Smart, Compliant Marketing for AEP
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Get clear on how to access, customize, and compliantly use CMS-approved marketing materials for AEP. We’ll walk through carrier portals, what’s editable, and how to avoid compliance pitfalls—so you’re prepared, protected, and ready to market with confidence.
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Your Busiest Season, Your Biggest Opportunity: AEP Cross-Selling Strategy
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AEP is your highest-traffic season—and your best chance to serve clients more completely. In this training, you’ll learn how to identify unmet needs beyond Medicare coverage and confidently cross-sell ancillary products like dental, vision, and hospital indemnity.
We’ll cover compliant language, simple scripts, and practical tools to help you boost revenue and satisfaction—without adding stress or risking non-compliance. Whether you're just starting to cross-sell or ready to take it to the next level, this session will give you strategies you can use immediately this AEP.
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Tracking What Matters: KPI Strategy for Medicare Agents
Success starts with measurement. In this training, you’ll learn how to reverse-engineer your sales goals—starting with enrollments—and identify the key performance indicators (KPIs) that drive Medicare growth. From pharmacy-based lead channels to communication tracking, you’ll uncover simple strategies to measure what matters and improve what you manage.
Get practical tools to track outreach, understand conversion rates, and prioritize activities that produce real results—all while laying the foundation for next week's deep dive into AEP-specific KPIs.
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Are You Ready to Crush AEP? What Every Agent Must Know
AEP is a sprint, not a marathon — and success takes strategy. This focused webinar breaks down how to front-load production before October 15th, why the “10 apps per week” mindset falls short, and how to plan around the consumer surge.
You’ll also learn how to handle plan exits, non-commissionable products, and stolen apps, while playing both offense and defense to protect your business. Success isn’t luck — it’s a plan. This is yours.
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Service Area Reductions (SAR): Know First, Act Fast
SARs signal that a Medicare Advantage plan is exiting certain ZIP codes next year — and affected members must choose new coverage. This quick-hit guide shows you how to spot changes early, flag impacted clients, and prep outreach before October 1st.
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Clients can’t stay in a plan that’s leaving — be the first to help them move forward.
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Please visit:
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Lessons from the Front Line
This panel featured second-year Medicare insurance brokers reflecting on their first year in the industry and how their approach has evolved in year two. They shared lessons learned, early challenges, and how their confidence, strategies, and client relationships have grown with experience—offering valuable insights for new and aspiring brokers.
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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Unlock New Revenue Streams: What Every Agent Must Know
With 2026 bringing shifts in Medicare commission structures, this webinar explores how agents can protect and grow their income by diversifying their offerings. You'll learn how to leverage commissionable auxiliary products—like hospital indemnity, short-term care, DVH, and travel insurance—alongside bundling strategies and bonus opportunities to enhance both client satisfaction and revenue. If you're ready to adapt to a changing market and maximize earnings during AEP and beyond, this session delivers the strategies you need.
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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From Counter to Care:
How 2026 Medicare Changes Will Impact Your Customers
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With 2026 bringing major Medicare cost and plan changes, this webinar breaks down what agents need to know to protect their clients and their business. We’ll cover increases to Parts A and B premiums and deductibles, new Part D limits—including a $615 deductible and $2,100 out-of-pocket cap—and how carriers are shifting costs back to consumers. With PDP plan options down 22% year over year and formulary updates ahead, it’s more important than ever to review every client’s coverage. You’ll also learn how recognizing clients on state issued $0 premium plans can pave the way to Dual Eligible (D-SNP) opportunities and why Service Area Reductions (SARs) mean every beneficiary needs a full review for 2026.
This webinar is for Medicare Insurance Broker training purposes only and not for client use.
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