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Agent Resources

Final Expense Insurance Agent Resources

ORS Fact Finder (pdf)Download

Door Knocking Selling System (pdf)Download

Door Knocking Script (pdf)Download

Appointment Script Final Expense (pdf)Download

Top 10 Final Expense Objections (pdf)Download

Final Expense Quote Sheet (pdf)Download

Agent resources

Medicare Insurance Agents Resources

ORS Fact Finder (pdf)Download

Generic SCOPE (pdf)Download

Permission-to-Contact-Form-Generic (pdf)Download

Enrollment and SEP Periods (pdf)Download

VA Health Care Benefits Overview (pdf)Download

Carrier Contact Information & Resources Directory (pdf)Download

Understanding Extra Help (pdf)Download

Medicare and You 2023 (pdf)Download

CMS Call Recording Requirements (pdf)Download

Application Part A SSI (pdf)Download

Application For Social Security Card (pdf)Download

Agent resources

Medicare Insurance Agents Resources

Part D LIS Eligibility And Benefits Chart (pdf)Download

MSP Dually Eligible Individuals - Categories (pdf)Download

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