2026 Medicare & You Handbook

A Simple, Trusted Resource Agents Can Rely On

When Medicare beneficiaries have questions, trust matters. One of the most effective tools agents can use to build that trust is Medicare & You, the official Medicare handbook published by CMS.

Because it comes directly from Medicare, this guide provides a compliant, neutral foundation for client education.

Download the Handbook

Why Agents Should Use It

Medicare & You helps agents position themselves as educators first. It allows you to explain how Medicare works using CMS-approved language, reducing confusion while reinforcing credibility.

Agents use it to:

• Establish trust with new prospects

• Explain Medicare basics without sales pressure

• Support Turning 65 and annual review conversations

• Anchor discussions in official Medicare guidance

Where It Fits Best

This resource is especially useful during early conversations. When clients understand Medicare rules and timelines, plan discussions become clearer and more productive.

Instead of explaining Medicare from scratch, you help clients apply what Medicare already outlines.

How to Position It

The handbook is not a sales piece, and that is its strength. Use it as a reference point, guide clients to specific sections, and step in as the licensed expert who helps interpret their options.

This approach keeps conversations compliant and client-focused.

Why We Recommend It

At PSM, we encourage agents to use tools that support clarity, trust, and long-term relationships. Medicare & You does exactly that.

If you want help integrating educational resources like this into your sales process, we are here to support you.