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 → Medicare · ComplianceWhen an SOA is required, what it must cover, how long it lasts, the changing 48-hour rule, and the mistakes that trip agents up.
Open the reference → Life · Needs AnalysisA live DIME walkthrough to size a client's coverage at the table: debt, income, mortgage, and education, with the total calculated as you go.
Open the worksheet → 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 →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