Support Your Clients and Strengthen Your Brand
The Annual Enrollment Period (AEP) is one of the most important times of the year for Medicare beneficiaries—and the agents who support them. It’s when clients look to you for clarity, guidance, and confidence in their health plan decisions.
To help you deliver even more value this AEP, we’re introducing a powerful new resource:
The Medicare AEP Check-Up Guide
This professionally designed, fully customizable guide was created to enhance your client conversations and position you as a knowledgeable, trustworthy advisor. It’s not just another handout—it’s a complete planning tool that adds structure, professionalism, and credibility to every appointment.
Whether clients are exploring new plan options or simply want to confirm that their current coverage still meets their needs, this guide is designed to support them—and you—every step of the way.
What’s Inside the Guide
The Medicare AEP Check-Up Guide helps clients:
Understand what AEP is and why it’s important
Review potential changes in their current plan
Prepare key questions to ask about coverage, costs, provider networks, and extra benefits
Reflect on their current health needs and financial goals with guided worksheets
Use a simple checklist to ensure they’re ready for their AEP appointment
Whether clients are exploring new plan options or simply want to confirm that their current coverage still meets their needs, this guide is designed to support them—and you—every step of the way.
Why It Matters
A resource like this does more than inform—it builds trust. When clients see that you’ve taken the time to provide a branded, thoughtful guide tailored to their needs, it shows you take their health and financial security seriously.
Agents who use this guide can expect to:
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Establish greater credibility
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Create more productive, informed client meetings
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Improve retention and referrals through enhanced professionalism
🚀Custom-Branded for Your Business
We offer full customization of this guide at no cost. Your name, logo, and contact information are prominently featured throughout, allowing you to maintain a consistent and professional brand experience with every client you serve.
This helps reinforce your value—not only during AEP, but long after the appointment ends.
📩 Request Your Custom Version Today
If you’d like a branded copy of the Medicare AEP Check-Up Guide, we’re happy to create one for you. Just reach out to our team to get started.During AEP, it’s important to stand out—and the right tools make all the difference. This guide helps you do just that.
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