MedicareU

Unlock the secrets to effectively grow and manage your Book of Business with this comprehensive, hands-on guide designed for agents at all levels.

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Course curriculum

1. Welcome!
2. Ready, Set, Go!
3. Fast or Slow?
4. What to Say?
1. GoYou Medicare Tools
1. What To Expect From This Course
  FREE PREVIEW
2. Short Medicare Overview
3. Eligibility Criteria
4. Eligibility Criteria Quiz
5. Enrollment Process
6. Enrollment Process Quiz
7. Part B Premiums
8. Part B Premiums Quiz
9. Extra Help (LIS)
10. Extra Help (LIS) Quiz
11. Medicaid
12. Medicaid Quiz
13. In-Depth Medicare Overview
14. In-Depth Medicare Quiz
15. Understanding Medicare Enrollment Periods
16. Enrollment Period Quiz
17. MediGap/Supplement Overview
18. MediGap/Supplement Plans
19. MediGap/Supplement Quiz
20. Understanding Part D Plans
21. Part D Quiz
22. Medicare Advantage/Part C Overview
23. Differences Between HMO and PPO
24. Medicare Advantage/Part C Quiz
25. Dual Eligible Special Needs Plans (DSNPs)
26. DSNP Quiz
27. Enhancing Medicare Advantage Plans with Tricare, VA Benefits & FEHB
28. TriCare, VA Benefits & FEHB Quiz
29. A Real Life Example
1. Thought Process of Building Your Calendar
2. The Urgent & The Important
3. Test your learning
1. RTS (Ready to Sell) - Steps for getting started
  FREE PREVIEW
2. Meet Your Team - Key Contacts
  FREE PREVIEW
1. Medicare Supplements/MediGap
  FREE PREVIEW
2. Medicare Advantage Plans (MAPD)/Part C
3. MA-Only TriCare / VA Benefits / Federal Retirees
4. Comparison
5. Medicare Terminology
6. Medicare 101 - For the Agent
7. Quiz
1. Basics of a Drug Plan
2. Parts of a Drug Plan
3. What's not covered under Part D?
4. Payment Stages
5. 2025 Plan Differences
6. Common Hiccups Typing in Medications
7. Drug Plan Reviews
1. General Medicaid Overview
  FREE PREVIEW
2. HMO DSNP & PPO DSNP
3. Resources
4. Test your learning
1. VA Benefits Basics
2. How MA-Only Plans Work with Veteran Benefits
3. PPO vs HMO for TriCare
4. Script
5. Veterans and Life Insurance
6. Test your learning
1. Why Hospital Income?
  FREE PREVIEW
2. What is Hospital Indemnity?
3. How it Works
4. Technicalities
5. Test your learning
6. The Why of Critical Plans - Cancer, Heart Attack & Stroke
7. The What
8. Test your learning
1. Finding & Booking Events
  FREE PREVIEW
2. Senior Housing
3. Property & Casualty (P&C) Offices
4. Doctors & Dental Offices
5. Gyms
6. Financial Advisors/HR Department Heads
7. How to Run a Successful Event - During AEP
8. How to Run a Veteran Event - During AEP
9. How to Run a Successful Event - With Activity
10. How to Run a T65 Dinner
1. Introduction to Enrollment Periods
2. More Enrollment Periods
3. More SEPs
4. Test your learning
1. How to Prepare
  FREE PREVIEW
2. What to Wear
3. What to Bring
4. How to Prepare Virtually
5. Body Language
6. Test your learning
1. Mindset
  FREE PREVIEW
2. General Scripting Information
3. Keep Track of Your Numbers
4. Script: For Final Expense
5. Script: For Meeting Vendors
6. How to Book Missed Appointments
7. Responding to Questions or Objections
8. Test your learning
1. Generic SOA's: Voice & Printable
2. Quiz Questions
3. Create a Contact
4. Compare Plans
5. SunFire Quiz Questions
6. How to Enroll (Over the Phone) - Step by Step Guides
7. How to Present Powerfully!
8. Feeling Finding Questions
  FREE PREVIEW
9. The 4 Buckets
  FREE PREVIEW
10. The Summary - Tie Backs & Tie Downs
  FREE PREVIEW
11. Test your learning
  FREE PREVIEW
12. General Lead Script - Information Gathering and SOA
13. Script: Calling Anthem/UHC/Optima Medicaid leads
14. Script: Veteran Mailers
15. Script: Supplement to Supplement or MAPD
16. Script: Work Insurance to Supp or MAPD
17. Script: Only Original Medicare to MAPD
1. The What & Why of Emergency Contacts
  FREE PREVIEW
2. Getting the Emergency Contacts
3. Calling the Emergency Contacts
4. Test your Knowledge
1. The Follow Up
2. The Follow Through and Beyond
3. Quiz

About this course

$199.99
123 lessons
9 hours of video content

Discover your potential, starting today

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MedicareU

Course curriculum

Ready Set Go!

Tools

Medicare 101

What's on Your Calendar?

Are you RTS?

Medicare Advantage vs. Medicare Supplements

All About the Drugs (Part D)

Medicare & Medicaid

Medicare & Veterans

How to Fill in the Gaps with Hospital Income & Critical Plans

Events & Partnerships

What Enrollment Periods to Use

Appointments: How to Prepare

Appointments: How to Schedule with Scripts

Appointments: How to Enroll & Present Powerfully

Appointments: Referrals & The Emergency Contact System

Appointments: Follow Up & Follow Through

About this course

Discover your potential, starting today