Clean, printable references for the moments that matter: a compliance change you can't get wrong, an enrollment window you need at a glance, a needs-analysis you run at the kitchen table. Drawn from the TrustInsure Agent Academy, free to use.
Each one is a single, focused reference, built to print to a page or two and sit next to you on a call. More are added over time.
What changes October 1, 2026, what stays the same, and the timing trap that catches agents who switch too early. Current rules versus new, side by side.
Open the sheet → Medicare · EnrollmentEvery enrollment window on one page: IEP, AEP, MA OEP, GEP, SEPs, and how Medigap's clock works differently, with the North Carolina specifics.
Open the calendar → Life · Needs AnalysisSize a client's coverage at the table with DIME: debt, income, mortgage, and education. Open Add more detail to fold in final expenses and an emergency fund.
Open the analysis → Long-Term CareExactly where Medicare stops and long-term care begins, with the skilled-versus-custodial line that clients always get wrong.
Open the card → Medicare · ReferencePart A, B, and D figures plus the full 2026 IRMAA brackets, all on one page.
Open the reference → Long-Term Care · FundingTraditional, hybrid, and annuity-based LTC compared, with a quick fit-finder.
Open the comparison → Medicare · ComplianceA fillable, printable SOA built from the standard CMS-required elements, plus rules, reminders, and the October 1, 2026 change to the 48-hour wait.
Open the form →These come from the TrustInsure Agent Academy. The full nine-course program goes far deeper, and it's included when you contract under TrustInsure.
Explore the Academy