Our Medicare Advantage toolkit is available to help you connect with prospective members who are aging-in to Medicare coverage. Each toolkit includes the following:

• 101 presentation
• Sales presentation
  • Checklist
• Meeting attendance form
• Educational 11x17 handout/placemat
• Fillable promotion materials
  • Print ad
  • Email 
  • Postcard
  • Flyer

To access the toolkit, log into the agent portal and click "Medicare;" then click "Resources."

• Step 1: Download the PY2024 agent seminar information. 
• Step 2: Sign up to host an event.
• Step 3: Get the tools.
  • Download the TPMO toolkit instructions.
  • Choose and then download the correct toolkit, per your disclaimer needs.
• Step 4: Prepare and promote your event with the toolkit.
  • Reminder: please send all final promotional materials to your account executive for review.

If you have questions or need assistance with this process, please contact your account executive. We’re always here to help!