General Marketing Resources

Review these marketing resources from industry leaders. Resources include tools for agent recruitment, client
lead generation, client retention, and how to navigate
a digital landscape.

If you would like to view and download the materials from the General Marketing Resources Page, please log in or register your account.

Check Out Our Latest Additions!

 

Getting Started
Selling Life Insurance
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2026 Medicare Compliance Marketing Quick Check
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2026 The Ultimate Guide
to Cross-Selling Ancillary Insurance with
Medicare Products
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AP 2026 Q2 Planning
Guide + Calendar
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2026 Med Supp Birthday Rules AP
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2026 Out-of-Pocket Costs
of Common Dental Procedures Chart
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2026 OEP Compliance
Guide + Checklist
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2026 Social Media
Success Framework
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30-60-90 Day Follow-Up Infographic
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Staying Compliant During
the Open Enrollment Period
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Marketing Materials

Client Education Tools

 

Cross-Selling Menu
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DSNP & CSNP Materials
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DSNP 101 Presentation
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Medicare 101 Resources
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ACA Client Education/Marketing Materials

 

ACA OEP Social Media Kit
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Agent/ Agency Development Resources

Grassroots Marketing Resources

 

Grassroots Marketing
Agent Elevate Course
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Grassroots Marketing Kit – VA Facilities
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Holiday & Thank You Cards
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Marketing Guides and E-Books for Agents

 

AEP Planning Calendar
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Agent Playbook Aug.
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Agent Playbook Nov.
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ABC’s of AEP Kit
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Agent Radio Scripts
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Client Meeting Tools
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Effective Client
Retention Tips
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Medicare Star Ratings Guide
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Medicare Supplement Birthday Rule Cheat Sheet
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Prospecting and Selling C-SNPs
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Q2 Marketing Asset Pack
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Q2 Planning Guide and Calendar
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The Advantages of a
Client Needs Assessment
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The Definitive Guide
to Selling DSNPs
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The Definitive Guide to Selling DSNPs: Worksheets
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Agency Development Tools

 

2025 AEP Reflection Worksheets
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Social Media
Best Practices Guide
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Social Media Guide
– Facebook
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Social Media Guide
– Instagram
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Social Media Guide
– LinkedIn
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The Client Loyalty
& Retention Guide
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Marketing Compliance

 

2026 Agent Medicare Compliance Guide
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2025 Medicare Marketing Compliance Quick Reference Guide
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2025 Outbound Communications Guide
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2022 HPMS Memo
Update & FAQs
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2021 Life & Health Agent Compliance Guide
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2020 TCPA Compliance Guide for Agents
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ACA Final Rule FAQ
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AHIP Certification
Training Guide
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CMS Call Recording
Agent FAQs
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Compliant Event Types
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Medicare Communication and Marketing Guidelines
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