Professional education · Medicare

Medicare UMedicare Agent Training

Build stronger Medicare knowledge, appointments, enrollments, events, and client relationships.

$4,997
Investment
127
Lessons
9.5+
Video hours
A professional studying in a quiet setting

Course curriculum

See what is inside.

127 Lessons

  1. ReadingWelcome!
  2. Video lessonReady, Set, Go!
  3. Video lessonFast or Slow?
  4. Video lessonWhat to Say?

Medicare U · What you will build

Medicare knowledge is only the beginning.

Medicare U is designed around understanding the market and knowing what to do with that knowledge when you are sitting across from a real person.

01

Medicare Foundations

Build a practical understanding of Medicare eligibility, enrollment, premiums, Extra Help, Medicaid, enrollment periods, and the overall Medicare system.

02

Plans & Coverage

Understand Medicare Advantage, Medicare Supplements, Medigap, Part D, HMO and PPO structures, DSNPs, and plan comparisons.

03

Special Populations

Learn considerations involving Medicaid, veterans, TRICARE, VA benefits, federal retirees, and other specialized situations.

04

Readiness & Production

Prepare to operate consistently with Ready-to-Sell guidance, GoYou tools, AEP planning, calendar strategy, and activity management.

05

Events & Partnerships

Learn approaches for building relationships and creating opportunities through senior housing, community organizations, healthcare offices, businesses, professional partners, AEP events, veteran events, and T65 dinners.

06

Appointments & Enrollment

Develop stronger appointment preparation, scripts, SOA workflows, SunFire navigation, plan comparisons, enrollment processes, and presentation skills.

07

Retention, Referrals & Growth

Create stronger relationships after enrollment through referrals, emergency contacts, pending-case management, and consistent follow-up and follow-through.

Medicare U

Ready to build your Medicare practice?

$4,997

Enroll in Medicare U