Rethink Your New-to-Medicare Marketing Strategy

As a new wave of consumers approaches age 65, their expectations and decision-making habits are changing. These “Trailing Boomers” are digitally connected, financially diverse, and looking for personalized guidance—not a generic sales pitch.

If you're still using outdated tactics to reach this audience, it’s time to evolve.

Today’s Medicare Shopper: More Informed, More Digital

Gone are the days of passive retirees watching daytime TV. Today’s New-to-Medicare audience is tech-savvy and proactive—72% research plans online before enrolling. Many are still working, supporting family, or unsure about retirement timelines. They expect you to meet them with relevant, timely, and trustworthy information across digital channels.

That means:

• Building trust through education, not pressure

• Maintaining a strong digital presence with an active website and social media

• Offering helpful resources like webinars, plan comparison guides, and FAQs

• Using multi-channel campaigns to stay top-of-mind as they approach enrollment

Marketing Tips That Actually Work

Want to stand out? Think beyond postcards and seminars. Here are a few creative ideas to expand your reach:

• 🎯 “Countdown to 65” Email Series: Launch an automated campaign with Medicare tips that drip out from age 64 to 65.

• 📘 “Medicare & Me” Workbook: Offer a planning guide that walks prospects through plan choices, timelines, and budgeting.

• 🎥 Virtual Educational Events: Host live or on-demand sessions to educate and build trust.

• 💡 Content Marketing: Develop blog posts, videos, and digital guides that position you as the go-to expert.

• 📣 Year-Round Ads: Run targeted search and social campaigns to stay visible and relevant.

Don't Forget the Delayed Enrollees

Nearly half of turning-65 consumers delay Medicare enrollment because they’re still working or not ready to retire. Don’t miss out on this overlooked segment. Keep them engaged with relevant follow-up campaigns and helpful transition guidance for ages 66 and 67.

Turn Strategy Into Action with PSM Brokerage

If you're ready to market smarter—not harder—we've got you covered.

📦 The PSM Marketing Hub is your go-to resource for fully customized, compliant marketing materials. From social ads and direct mailers to branded slide decks and local ad templates, everything is free for agents working with us.

🔧 Need help building a campaign? We’ll do it with you. Whether you're launching your first “Turning 65” funnel or leveling up your email outreach, our team is ready to help you generate more leads and close more business.

👉 Let’s get started.
Visit psmbrokerage.com/marketing-hub or call (800) 998-7715 to access your free custom-branded campaign materials today.

📖 Download Playbook in PDF