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NEW Content!

JUNE 2022 Team Huddle: AHIP, CE Credits and CMS Changes
JUNE 2022 Team Huddle: AHIP, CE Credits and CMS Changes

Videos

Documents

  • Videos for New Sales Agents
  • Retention and CRM Software
  • PRO TIPS: Monthly Team Huddles
  • NEW
  • Marketing, Networking and Selling Helps
  • Leads & Referrals
  • Enrollment Guides
  • Cross-Selling Opportunities
  • CRM & Client Management
  • Contracting and Compliance
  • Carriers and Plans

30 DAY CALL-SCRIPT

2021 REVIEW’S & Q’S – Agent Copy

Eligibility Decision Tree

Marketing Medicare Card

MASTER Blank Intake with Checklist

Strategic Planning Worksheet

Turning 64 CSG Agent Postcard – Template

VA and TFL FAQ’s

W-9 Form

WAP-Agent Information Form FILLABLE

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Contact Aaron

(480) 235-0981
aaron@csgplanners.com

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Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
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Thursday
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Friday
9am to 3pm

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