Marketing

AEP Follow-Up Kit 2026

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What You’ll Recieve:

✅ Comprehensive Overview Guide: A detailed look at the follow-up process to keep you on track.

✅Quick Reference One-Sheeter: A handy sheet with key information for quick access during follow-up conversations.

✅Prescription Tracker: A practical tool for clients to track their prescriptions and stay on course.

✅Appointment Reminder: A useful leave-behind to encourage clients to book their follow-up appointments.

BONUS! AEP Reflection Worksheet: Take a moment to complete to reflect on your AEP. Identify areas for improvement and refine your strategies for future success. Be sure to review your findings with your sales support team for further guidance.

Unlock New Potential with IntegrityCONNECT

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Social Security Expertise – Organically Increase Your Lead Flow, Appointments, and Sales

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Now Available: 2026 – Medicare 101 Presentation (English)

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Download Today

UPDATED for 2026
2026 Medicare 101 Slide Deck

We are excited to share the updated English Medicare 101 Presentation with 2026 costs! This essential presentation has been refreshed with the latest information from CMS to help you serve clients even better this AEP, and beyond.

Download the English Version Now

Stay tuned for the Medicare 101 Presentation in additional languages. Coming soon!

Need additional contracts? New to GarityAdvantage?

Contact Tori or Jessie to learn more about expanding your portfolio and working with GarityAdvantage.

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

TGlotfelty@garityadvantage.com

Tori Glotfelty

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

JGardner@GarityAdvantage.com

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!

GarityAdvantage

November Integrity Agent Playbook

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Tackle Med Supp this AEP with help from this playbook

October Agent Playbook

Download the NEW Agent Playbook Now!

The November version of the Integrity Agent Playbook is ready for you! Inside, discover updated tools and resources crafted to make this AEP season easier and more successful — featuring Medicare Supplement availability charts, commission updates, carrier playbooks, and more.

Take a few minutes to review the newest updates and see what’s highlighted for November— this month’s playbook is filled with information to help you stay ahead.

Agent Playbook Includes:

  • Medicare Supplement Product Availability Chart

  • Carrier Playbooks

  • Hospital Indemnity Charts & Info

  • Dental Availability Chart + Carrier DVH information

  • STC Availability Chart

  • And More!
Access the Playbook

Need additional contracts? New to GarityAdvantage? Contact Tori or Jessie to learn more about expanding your portfolio and working with GarityAdvantage.

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

Jessie Gardner

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!
Get Contracted today!

Master the Art of Clients Needs Assessment – October Webcasts

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CNA Webcast

Better protect your clients and grow your business by conducting a successful Client Needs Assessment (CNA) for the senior client! 

WEBCAST
Master the Art of Clients Needs Assessment
Thursday, October 9th | 11:00AM EDT

Master the Art of Clients Needs Assessment
Thursday, October 23rd | 11:00AM EDT

Elevate your insurance career and client service by mastering the Client Needs Assessment (CNA). Many agents miss opportunities for deeper client relationships and additional sales due to a lack of thorough client care. Integrity’s expert-led webinars will provide you with the skills to conduct a perfect CNA.

In this educational session, you will learn:

  • How to leverage a CNA

  • Critical information gathering for agent success

  • Gathering the right client information

  • Techniques for accurate needs discovery

  • Crucial components for CNA success

Download our Client Needs Assessment form here.

Want to learn more? Check the full schedule for carrier specific training!

Need additional contracts? New to GarityAdvantage?
Contact Tori or Jessie to learn more about expanding your portfolio and working with GarityAdvantage.

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

TGlotfelty@garityadvantage.com

Jessie Gardner

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

JGardner@GarityAdvantage.com

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!

GarityAdvantage

Get Contracted today!

Diversify Your Portfolio with Short-Term Care!

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[October Webcasts]

GarityAdvantage
Diversify with STC

If you’re looking to diversify your portfolio and better serve your clients, Short-Term Care (STC) insurance deserves a spot in your product lineup.

Join Ted Sims, Partner Sales Manager at Integrity Marketing Group, to learn about Short-Term Care (STC)—a critical solution for seniors, with 70% needing it yet less than 30% having discussed it. Whether you’re new to the senior market or sharpening your skills, this session focuses on the how-to of presenting STC effectively, steering clear of complex product details.

WEBCAST

Master the Art of Short-Term Care Conversations: Engage and Better Protect Seniors

Wednesday, October 8th, 11:00AM EDT

Wednesday, October 22nd, 1:00PM EDT

In this webcast, you’ll discover how to:

  • Smart ways to use C.N.A./Fact Finder to uncover client needs.

  • Techniques to highlight the vital role of STC.

  • Graceful ways to break the ice and start the conversation.

  • Proven conversation starters that resonate.

  • Compelling methods to demonstrate the need for STC.

Upcoming Carrier Ancillary Training

Ask the Experts – ManhattanLife’s Short Term Care and Hospital Indemnity Plans

Wednesday, October 29th, 11:00AM EDT

Bankers Fidelity Hospital Indemnity Plans | The Missing Piece for 

Your Clients!

Wednesday, October 29th, 11:00AM EDT

Ready to add STC to your portfolio? Have questions or curious about how GarityAdvantage can help you grow your Medicare business?

Contact Tori or Jessie!

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

Jessie Gardner

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

recruitment@garityadvantage.com

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!
Get Contracted today!

GarityAdvantage Agencies
800-234-9488

ReminderMedia Webinar 8.7.25

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Free Referral Cards When Registered

Retain & Gain

Stop losing clients to the competition – join us for an exclusive webinar to discover how ReminderMedia’s Custom Magazine Service can help you build stronger relationships and keep you top of mind with your clients year-round. 

  • Keep Clients Engaged: Learn how to stay top of mind and build stronger relationships with your clients and their families—ensuring they don’t turn to the competition.
  • Lead Generation Strategies: Learn how ReminderMedia helps generate referrals through meaningful, personalized touchpoints.
  • Compliance-Friendly Marketing: Stay CMS compliant while delivering value to your clients.

Join Garity’s Marketing Director Amy Donahue, and ReminderMedia’s Senior VP of Business Development, Andrew Saksa, for this insightful update on how you can leverage this powerful tool for success in 2025 and beyond.

PLUS, this year ReminderMedia is a proud supporter of the Pink Fund. To help the Pink Fund’s ongoing effort, ReminderMedia will donate $10,000 and an additional portion of proceeds from any new customers that go to print during their Pink Edition—which include options for breast cancer awareness and autumn—to the organization.

Register Today and Download Free Printable Referral Cards

Webcast: Retain and Gain Clients with Custom Magazines

Thursday, Aug 7th, 2025 

1:00 PM EST
RSVP NOW

Referral Cards!

Need additional contracts? New to GarityAdvantage? Contact Tori or Jessie to learn more about expanding your portfolio and working with GarityAdvantage.

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

Jessie Gardner

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!
Get Contracted today!

Meet: AcquireUp

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Webcast: Meet AquireUp: A Digital Marketing Strategy for T65 Educational Seminars

Save Your Spot

Discover What Top Medicare Agents Are Doing Differently with Seminar Marketing

If you’re actively running seminars, you’re already ahead of the game. But what if the difference between a room full of leads and a room full of clients came down to just one strategy switch?  

Join us for a short, high-impact webinar designed for agents like you who are looking for new ways to reach prospects through T65 Educational Seminars.

Whether you’re frustrated with cold leads or tired of spinning your wheels with outbound calls, this session will show you a proven model that gets results.

Save Your Spot:

Meet AquireUp: A Digital Marketing Strategy for T65 Educational Seminars

July 16th, 1:00 – 1:30PM EDT

Why You Should Attend (Especially If You’re Not Running Seminars Yet):

Seminars are still the #1 way to get in front of your exact target demographic, deliver a compelling message in one sitting, and walk away with multiple appointment-ready prospects. If you’re not using seminars yet, this is a must-attend session. Skip the cold calls and chase, the data shows this works.

What You’ll Learn During the Webinar:

  • How AcquireUp’s real-time, proprietary data is updated every 30 days from the nation’s largest, most reliable data sources

  • How we help you avoid “full room, low ROI” events by improving audience targeting and conversion timelines

  • How our streamlined platform, LeadJig, gives you live RSVP tracking, demographic info, contact details, and even hobbies/interests to build instant rapport

  • How we automatically collect permission-to-contact pre-event so you can focus on the presentation and less on paperwork

Exclusive Bonuses:

Agents who REGISTER will receive AquireUp’s Seminar Planning Calendar:

 

Our proprietary calendar helps you select the most optimal event dates year-round, based on holiday patterns

Agents who ATTEND will receive AcquireUp’s Medicare Seminar Marketing Playbook:

 

Built from 20,000+ Medicare seminars over 8 years, this insider guide gives you the best practices and real-world data to help you execute smarter campaigns and avoid costly mistakes.

Need additional contracts? New to GarityAdvantage? Contact Tori or Jessie to learn more about expanding your portfolio and working with GarityAdvantage.

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!
Get Contracted today!

Meet LPi: A Hyperlocal Marketing Strategy for Agents

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Looking for new ways to grow your Medicare business?

Save Your Spot

Looking for new ways to grow your Medicare business?

We’ve partnered with LPi, the nation’s leading provider of church and community bulletin advertising, to help you connect directly with engaged, local seniors and families — both in print and online. Join Amy Donahue, Garity’s Marketing Director, and Mark Daniel, LPi’s Inside Sales Manager, for a quick 30-min webcast as they roll out this exciting new partnership.

They’ll discuss how LPi works with you to:

  •  Advertise in weekly church and senior bulletins

  • Promote your business in community centers and senior programs

  • Show up in inboxes, on websites, and in the pews

Plus, Special Rates for Garity Agents.

up to 40% off!

What Does LPi Offer?

📄 Bulletin Ads: 85% of churchgoers read or refer to bulletins weekly

📧 Email Advertising: Get your banner ad in church email updates

🌐 Digital Ads: Reach your audience with targeted online visibility

Audience

Your Audience:

✔️ Hyperlocal

✔️ Catholic families

✔️ Community center members

✔️ Highly engaged and ready to respond

Ready to Grow Your Local Presence?

🎯 Tap into a proven network of faith-based and community marketing opportunities.

Save Your Spot:

Meet LPi: a Hyperlocal Marketing Strategy for Agents

July 9th, 1:00 – 1:30PM EDT

Learn more about LPi or get started today!

Need additional contracts to qualify for the up to 40% off marketing services?  New to GarityAdvantage? Contact Tori or Jessie to learn more about expanding your portfolio and working with GarityAdvantage.

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Request a contract today!
Get Contracted today!

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