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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