The upcoming AEP will be like none before it thanks to several market disruptions and big industry changes. This bundle will prepare you for it.

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What's inside:

  • 2025 AEP Playbook: a 13-page e-book that clearly informs you about what's happening in our industry, plus what you can do about it as we lead up to AEP.
  • Client Letters: pick one of three Word documents that prepare your client for this unusual AEP. Feel free to customize with your own signature and letterhead.
  • Goal Setting Guide: a worksheet designed to help you prepare for AEP and think about how you can continue to grow.
  • The Importance of Expanding Your Portfolio Flyer: a simple flyer to help you expand your portfolio before AEP begins. Whether it's adding Medicare Advantage or considering ancillary products like cancer or dental coverage, this flyer will help you take those first steps.
  • Agent IRA Medicare Impact 2025 Deck: a slide deck to help you, as the agent, get familiar with all of the upcoming changes thanks to the Inflation Reduction Act.
  • IRA Client Presentation: a slide deck to help you explain these changes to your clients in detail if you wish to do so.
  • IRA Client Flyer: a front-and-back, client-facing flyer that summarizes what's happening with the Inflation Reduction Act for 2025 plans.

  • Using a Webcam for Effective Virtual Meetings Guide: tips and tricks for holding virtual meetings with your clients.

  • Needs Analysis Editable Form: a very in-depth needs analysis for fulling meeting the needs of your clients.

  • Sales Appointment Checklist for Agents: a checklist to make sure you don't forget any key elements of your sales appointment, particularly during AEP and for turning 65 clients.

As your FMO, we are here to keep you informed and help you grow. We sincerely hope this 2025 AEP Playbook Bundle does just that.