Marketing Materials
Click each tile to access marketing materials, guides, and resources
Your Guide to Client Follow-Ups
To build strong client relationships, we recommend a 3-30-60-90-day strategy of follow-up conversations after client enrollment. Each one serves a purpose, and together they add up to a better experience for your client while also creating opportunities for you to grow your business.
3-30-60-90 Day Strategy Overview
Customize Client Leave-Behind Materials
Test Form
IRA Impact
The Inflation Reduction Act (IRA) is delivering big impacts for Medicare in 2025. Use the materials below to guide clients through the changes effectively — and compliantly! Simply click into the presentation/flyer to insert your name/contact info.
Presentation_Whats_Changing_in_Medicare_2025
Sample Client Letter IRA Impact 2025
Medicare Prescription Payment Plan Fact Sheet_ENG
The Medicare Seminar-in-a-Box is a simple to use toolkit that helps agents prepare and hold compliant and effective Medicare educational seminars.
Medicare 101 Personalized Presentation 2025 to use in seminars (Editable PDF – add your name/contact info)
2025 MEDICARE DEDUCTIBLES AND COPAY AMOUNTS
Educational Event Direction Signage
Guides about Medicare Events to help you be effective and compliant
Consent to Contact form for event attendees
How to set up for an educational event
Social Media Posts (a) (b) (c) with suggested ‘copy’
New Agent Networking Material – As an agent, building lasting relationships with prospects and clients is key to creating a thriving business. You can become known as an advocate in your community, helping consumers get the insurance coverage that’s right for them. Download these key networking materials to help grow your book of business:
Print Ads – take a look at these ads and when you’re ready to have these customized with your contact info – click here to email our Marketing Team, and let us know the ad(s) you want and the contact info to include. Don’t have a headshot? That’s okay – we can customize the ad with or without a headshot!
Networking in-a-Box offers provider networking assets. Building relationships with local providers is a great way to grow your business. User these materials to help you become a successful advocate in your community, helping patients get the Medicare plan that’s best for them.
Agent How to Use Network in a Box
Agent Network in a Box How to Guide DOCTOR
Agent Network in a Box How to Guide DENTIST
Agent Network in a Box How to Guide PHARMACY
Agent Network in a Box Agent Leave Behind FLYER
Agent How-To-Guide for Social Media
Stay connected with clients and prospects this AEP with regular posts on Social Media. Use the compliant images and copy below! Simply Right click image –>Save Picture As then highlight to copy the ‘copy’ and paste to your post. Questions? Reach out anytime to info@cornerstoneseniormarketing.com
Copy: Ready, set, enroll! Sprint toward the right plan during this year’s Medicare Open Enrollment period with our guidance.
Copy: Simplify the complexities of Medicare coverage with our help. Be the hero of your health story.
Copy: Navigate to the right Medicare coverage plan like a captain! Chart your course to a Medicare plan made for you.
Copy: Check off your Medicare checklist to ensure you get the plan you deserve. We’ve got all the tips you need.
Copy: Here are the top 3 questions we get asked:
– What changes can I make during Medicare Open Enrollment?
– How do I switch from one Medicare plan to another during the Medicare Open Enrollment?
– What happens if I miss Medicare Open Enrollment?
Get in touch with us for answers to any of your Medicare questions!
Copy: Don’t wait until the last minute! Schedule your Medicare coverage review with us and ensure you have the right plan for your needs.
Copy: Have you received a notice from your medical insurance plan on upcoming benefit changes? Make sure you understand the changes in your Medicare Advantage or Prescription Drug plan. Let us help you review your ANOC (Annual Notice of Change).
Copy: Understanding changes to your insurance plan can be tricky. We can help you navigate the changes for a smoother Medicare Open Enrollment.
Copy: Give thanks for a Medicare plan! Use this Medicare Open Enrollment to ensure you have what you need.
Copy: We’re halfway through this year’s Medicare Enrollment! Have you made your decision yet? Contact us for a complimentary consultation.
Copy: Medicare Enrollment for this year ends December 7th. If you haven’t gotten a chance to review your Medicare coverage or made your changes to your plan, there’s still time. Contact us for last-minute assistance.
Ancillary Coverages Tips and Client Facing Materials
Types of Final Expense Insurance
Agent Business Social Media Training Guides
Social Media Posts
Stay connected with clients and prospects year-round with regular posts on Social Media. Use the compliant images and copy below! Simply Right click image –>Save Picture As then highlight to copy the ‘copy’ and paste to your post. Questions? Reach out anytime to info@cornerstoneseniormarketing.com
COPY: Celebrating a milestone birthday this year? Let’s make sure you’re ready for the next chapter with Medicare.
COPY: Happy 65th! It’s time to learn about your Medicare choices. Let’s make it easy for you.
COPY: Turning 65 soon? Discover your Medicare options and start planning today.
COPY: Spring, summer, fall, or winter – no matter the season, your health comes first.
COPY: Getting unsolicited calls? Protect yourself by knowing who’s calling and why.
COPY: Not sure if your Medicare plan has changed? Take a moment to review and stay on top of it.
COPY: Are your doctors still in network? A quick check can save you from unexpected surprises.
COPY: Did you get a Medicare-related text? Double-check it’s from a trusted source.
COPY: When was the last time you reviewed your health care plan? Now’s a good time to make sure everything is up to date.
COPY: Stay in the comfort of your home longer. Explore home health options that keep you where you want to be.
COPY: Time to spring forward! Don’t forget to set your clocks ahead this weekend.
COPY: Don’t forget to set your clocks back! Daylight Savings ends this weekend.
COPY: October is Breast Cancer Awareness Month. Early detection saves lives. Schedule your screening today.
COPY: Financial planning for cancer care is crucial. Review your options today.
COPY: Prevention is the best medicine. Schedule your cancer screenings today.
COPY: Your health is your most valuable asset. Protect yourself with the right coverage.
COPY: May your holiday season be filled with joy, peace and love. Happy holidays!
COPY: Wishing you a fresh start and endless opportunities in the New Year!
COPY: May your holiday season be filled with joy, peace and love. Merry Christmas!
COPY: Wishing you a Hanukkah filled with light, love and joy.
COPY: Remembering Martin Luther King Jr.’s legacy of equality, justice and peace.
COPY: This Memorial Day, we honor and remember the brave souls who sacrificed for our freedom.
COPY: Taking a moment today to relax and recognize the hard work we’ve all put in. Enjoy your day!
COPY: Today we honor the resilience, courage and spirit of those affected by the events of September 11, 2001.
COPY: Happy Independence Day! Enjoy the fireworks and celebrate freedom.
COPY: Wishing you all the luck and cheer this St. Patrick’s Day!
COPY: Honoring all who served. We are grateful for your courage and dedication.
COPY: Today, we honor the wisdom and contributions of our senior citizens.
COPY: Honoring the brave men and women awarded the Purple Heart for their courage and sacrifice.
COPY: To all the amazing moms out there, we celebrate you today and every day!
COPY: Cheers to all the great dads making a difference every day. Enjoy your special day!
COPY: Wishing you a joyful Easter filled with hope and renewal.
COPY: Celebrating the love and wisdom of grandparents everywhere.
