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General Marketing Resources

General Marketing Resources

Review these marketing resources from industry experts. 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!

 

30-60-90 Day Follow-Up Infographic
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Staying Compliant During
the Open Enrollment Period
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Holiday & Thank You Cards
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2025 AEP Reflection Worksheets
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Medicare 101 Resources
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2026 Agent Medicare Compliance Guide
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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 Materials Kit
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2025 Out-of-Pocket
Costs Booklet
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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
Visit Course Page

 

Grassroots Marketing Kit – VA Facilities
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Medicare Seminar
in a Box
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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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Getting Licensed to Sell Final Expense
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Marketing Final Expense – Leads and Prospects
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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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The Ultimate Guide to Cross-Selling Ancillary and Medicare Products
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Types of Final Expense Insurance
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Agency Development Tools

 

Agent Bios Guides
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Postseason Game Plan
Powered By Legacy Safeguard
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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

 

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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