Quick Guides
Senior Health
Final Expense
Traditional Life
Annuities
LTC/STC/DI/CI
True Out-Of-Pocket Costs of Medicare Part D
Medicare and You
The 2025 guide for you and your clients to navigate Medicare. This is released by CMS and has a complete description of important changes to Medicare coverage this year.
Medigap Guide
Medicare Coordination of Benefits
This is a guide published by CMS to help you understand coordinating Medicare with a group policy.
Medicare Part D Low Income Eligibility Chart
Medicare Part D Cost Sharing
2025 Medicare Costs
This is a chart built to navigate the 2025 out of pocket cost associated with original Medicare. Example: deductibles, premiums, and coinsurance.
2022 Scope of Sales Appointment Confirmation Form
This is a generic copy of the 2022 Scope of Appointment.
Keys to a Clean App
T65 App Program
Use our “Turning 65 Mobile App” to instantly identify everyone who is about to turn 65 near you. Their location and details are displayed on a map, allowing you to efficiently reach out, introduce yourself, and make contact.