Q1 Medicare Sales Planner

Stay organized with a planner created just for insurance agents selling Medicare! We highlighting what to focus on during the first quarter of the year.

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Download your copy of the Medicare Sales Planner!

Get Connected:

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💌Send feedback, questions, and topic suggestions to [e-mail] or call 1-717-562-7211 and leave a voicemail.

Resources:

Do’s and Don’ts of Medicare Compliance

Medicare Advantage Open Enrollment Do’s and Don’ts

The Complete Guide to Client Loyalty and Retention

References:

“2026 Heart Disease and Stroke Statistics Update Fact Sheet At-a-Glance.” Professional.Heart.Org, American Heart Association, professional.heart.org/en/-/media/PHD-Files-2/Science-News/2/2026-Heart-and-Stroke-Stat-Update/At-A-Glance/2026-Stats-Update-Fact-Sheet-At-A-Glance-Statistics_final.pdf. Accessed 12 Feb. 2026.

“35+ Latest Business Plan Statistics to Boost Success.” Bizplanr.ai, Bizplanr, 13 Jun. 2025, https://bizplanr.ai/blog/business-plan-statistics.

“Dual Eligible Special Needs Plans (D-SNPs).” CMS.gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/medicare/enrollment-renewal/special-needs-plans/dual-eligible. Accessed 12 Feb. 2026.

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