A Personalized Tool to Educate and Engage Your Clients
In today’s Medicare market, the agents who thrive aren’t just selling plans—they’re building relationships, offering guidance, and becoming trusted advisors. That’s why we created the Medicare & Me Workbook—a customizable, client-friendly resource designed to help you stand out, simplify the Medicare conversation, and grow your book of business.
What Is the Medicare & Me Workbook?
The Medicare & Me Workbook is more than just a brochure—it’s a guided experience you can share with your clients to help them better understand Medicare and confidently make plan decisions. It covers key areas like:
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How Medicare works and what it covers
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Questions to consider before enrolling
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Myth vs. fact: what clients need to know
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Personal worksheets for coverage planning and budgeting
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Tips on comparing plan options
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Guidance on exploring supplemental coverage, life insurance, and more
Why Agents Love It
✅ Builds Trust and Credibility
Using a workbook like this demonstrates that you're focused on education—not just sales. That’s how you create long-term clients and referrals.
✅ Customizable Branding
You can brand it with your logo and contact info, making it a valuable leave-behind or digital resource that reinforces your expertise.
✅ Perfect for Events and Appointments
Whether you’re hosting a Medicare 101 workshop, sitting down one-on-one, or following up post-appointment, this workbook is a great tool to walk clients through next steps.
Download Your Copy Today
Ready to elevate your client experience and close more confident enrollments?
👉 Click here to download the Medicare & Me Workbook
Use it. Brand it. Share it.
It’s one more way we’re helping you deliver value beyond the sale.
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.
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