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Your Personalized Medicare Conversation Starter

In today’s competitive market, successful agents do more than sell plans—they educate, guide, and build lasting trust. The Medicare & Me Workbook is your new go-to resource for starting meaningful conversations and helping clients feel confident in their Medicare choices.

Designed to simplify a complex topic, this customizable workbook includes easy-to-follow worksheets, helpful checklists, myth-busting facts, and plan comparison tools—everything you need to walk clients through their Medicare options and beyond.

Best of all? You can brand it with your own logo and contact information, turning it into a personalized tool that showcases your expertise and keeps you top-of-mind with clients long after the first meeting.

Medicare and Me Guide-1

👇 Download the Workbook

*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.