NOTE:

TL;DR: Mike gave me the idea, which is not a valid defense.

The following publications are free to download and use as you see fit. Make sure to follow all CMS, DOI, and other relevant regulations and guidelines when offering and marketing insurance. You assume all responsibility for usage and all that legal stuff.

LIBRARY OF STUFF

These guides/white papers are my notes and ideas from over the years. They are there for you to use as you see fit.

Also, no professional editing, so godspeed.

✅ POST AEP SURVEY

AEP 2026 (Oct - Dec 2025): What worked? What didn’t?

CLICK HERE

Plan N Excess Charges Explained

CLICK HERE

Fact-Finding Questions

CLICK HERE

Video Topics

CLICK HERE

Ancillary Package Name Ideas

CLICK HERE

ACA Start-Up Guide

CLICK HERE

Thank you Cards

CLICK HERE

Easy way to offer Hospital Indemnity

CLICK HERE

Templates: Agency Menu

CLICK HERE

Overcoming Objections & Stalls

CLICK HERE

Non-Insurance Seminar Ideas

CLICK HERE

Offering Cancer Coverage

CLICK HERE