TURNING 65 PLAYBOOK
FOR BROKERS & AGENCIES
Download Your Free Guide
INSIDE THE GUIDE:
Turning 65 Playbook For Brokers & Agencies
Inside this guide, we walk you through the full Turning 65 journey, including lead generation strategies, appointment setting, pre-enrollment education, enrollment timelines, plan comparisons, compliant follow-up, and referral generation. It simplifies a complex process into a repeatable system that agents can use year after year.
Whether you are new to Medicare or looking to scale a Turning 65-focused book of business, this playbook provides the structure, clarity, and confidence needed to serve clients well and grow sustainably.
Ready to Talk?
If you are exploring a new upline or if you simply want to see what a truly supportive FMO looks like, I would love to connect! My name is Jamie Byrd, the Director of Broker Relations and National Recruitment. I will be your go-to support during your time with TBGA. To learn more, book a discovery call today!
