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AGENT RESOURCES

Welcome to the Agent Resources Page! As an agent, you play a vital role in guiding clients to make informed decisions about their Medicare options and life and annuity protections.

We recognize the importance of your time, which is why our goal is to provide you with easy access to the right tools and resources that will help you succeed in your business.

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Top Notch Agent Support

Cornerstone Senior Marketing has extensive resources to assist you in achieving success. Learn more about the training, marketing, technology tools and service support we have to offer by exploring the options below.

Stay ahead with our comprehensive Annual Certification program, meticulously crafted to keep you at the forefront of Medicare developments. Immerse yourself in our expert-led training and rich resources, designed to fortify your knowledge and compliance. Experience our commitment to your growth in every interactive session and supportive material provided.

Embark on a seamless journey through contracting and licensing with our expert team’s guidance. Experience efficiency in every step, from precise paperwork handling to expedited processing. Our wide network of top carriers and streamlined processes ensure you’re legally empowered and ready to serve your clients with excellence.

Transform your brand’s appeal with our In-House Marketing Design services. Engage your audience through striking graphics and compelling content, crafted by our adept designers and content creators. Discover marketing solutions tailored to project your unique value, driving growth and creating a lasting impact.

Navigate the complex compliance landscape with confidence, backed by our comprehensive support. Benefit from detailed audits, continuous education, and up-to-date advisories, ensuring your operations are safeguarded and meet the highest industry standards. With us, you mitigate risks and uphold a reputation of integrity.

Empower your sales journey with unparalleled support. Gain access to innovative tools, strategic guidance, and expert advice, turning prospects into loyal clients. Our commitment extends beyond sales; we’re here to enhance your service excellence, ensuring every client interaction fosters trust and drives your success.

Training: Maximize Your Success

Our training programs are designed to help agents enhance their knowledge and skills, and to stay up to date on the latest industry trends and best practices. Whether you are just starting your career as an insurance agent or you are an experienced professional looking to expand your expertise, we have the resources you need to succeed. We ensure all our agents are confident and prepared to serve clients and grow their business.

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Industry Leading Tools and Technology

When you’re a Medicare agent, or focused on life and annuity sales, time is a precious resource. We offer our agent partners access to state-of-the art technology and the tools you need to spend optimum time with your clients while prospecting to grow your business.

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    What Our Agent Partners Are Saying

    A Valuable Partnership

    “We started our agency in 2018 with the help of Cornerstone Senior Marketing (CSM). My wife and I came from a background of worksite sales with voluntary insurance products, so this was a brand-new venture for us. Our success today is directly due to the knowledge and products offered by Cornerstone Senior Marketing. They are our back-office for marketing, Insurtech, and compliance. In 2024 CSM continues to be a valued partner by expanding our offerings with annuity and life products.”

    –-Charles and Vallery H. - Dublin, OH

    The Key to My Success

    “As an agent, I owe a large portion of my success to the outstanding support provided by Cornerstone Senior Marketing. The team has been instrumental in my daily operations, from the guidance offered by my dedicated sales representative to the compliance oversight and exceptional marketing advice provided. Everyone at Cornerstone consistently exceeds expectations, and their knowledge and quick response times make my job a pleasure. With their help, I’m able to provide my beneficiaries with the highest level of attention and care. I’m incredibly thankful to have Cornerstone Senior Marketing in my corner as I navigate the world of Medicare.”

    –Lori G. - Archbold, OH

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