Self-paced training built for new agents. Work through it at your own speed, on any device. No fluff, just what you need to get appointed and start helping clients.
The complete path to writing Medicare, start to finish.
The four parts, IRMAA, the two roads, and how 2026 drug costs work. The bedrock every Medicare conversation is built on.
When clients can enroll, switch, and when you can and cannot talk to them. The periods that govern everything.
From the first conversation to the enrollment. The process, the tools, and what a clean appointment looks like.
Scope of Appointment, the CMS rules that keep you and the agency safe, and what you can and cannot say.
Cross-selling the book you already have, the core life products, and when long-term care fits.
The life and long-term care lines as their own discipline.
Term, whole, final expense, and IUL: how each works and when each fits.
Needs analysis, underwriting basics, and the life insurance conversation.
The risk, traditional versus hybrid coverage, and how it pairs with Medicare.
Suitability, replacement rules, and the state requirements that differ from Medicare's.
New courses are added regularly. Already contracting with TrustInsure? You have full access. Not yet? Start your transmittal to join.