About the Course

Enhance your expertise in running client meetings with our comprehensive course. Gain insights into our proven strategies over four engaging webinars, accompanied by a wealth of valuable resources. Enroll now to unlock exclusive content and elevate your knowledge to new heights.

Curriculum

3 Chapters · 13 Lessons

  1. 1

    Welcome to TLC Insurance Group!

    1. (Included in full purchase)

      Course Welcome and Objectives

    2. (Included in full purchase)

      Running The Client Meeting: Part 1 - Before the Meeting

    3. (Included in full purchase)

      Running the Client Meeting Part 2: Medicare Supplements

    4. (Included in full purchase)

      Running the Client Meeting : Part 3 - SmartEnroll/PDPs

    5. (Included in full purchase)

      Running the Client Meeting : Part 4 - Steps to Take After the Meeting

  2. 2

    Downloadable Resources

    1. (Included in full purchase)

      Course Content

    2. (Included in full purchase)

      Client Management Form

    3. (Included in full purchase)

      2025 Medicare A and B + IRMAA Cost Sheet

    4. (Included in full purchase)

      2026 Part D Infographic

    5. (Included in full purchase)

      2025 Medicare and You Guide

    6. (Included in full purchase)

      2025 Enrollment Period Guide (UHC)

    7. (Included in full purchase)

      Medicare Supplement v. Advantage Infographic

  3. 3

    Course Conclusion

    1. (Included in full purchase)

      Concluding Message

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