Guides
8 resources
How to Start a Medicare Business
A complete guide to starting a Medicare business — from licensing and certifications to carrier contracting, FMO partnerships, and building your infrastructure.
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How to Become a Medicare Agent
A step-by-step guide to becoming a licensed Medicare agent — from pre-licensing education and state exams to AHIP certification and carrier contracting.
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How to Become a Medicare Broker
A complete guide to becoming a licensed Medicare broker — from eligibility and licensing exams to AHIP certification, carrier contracting, and continuing education.
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Educational Resources for the Medicare Industry
A comprehensive overview of educational resources for Medicare professionals — from official CMS resources and nonprofits to private insurer-specific portals.
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Excel 101: Data Management for Your Medicare Book
Transform your client lists into powerful, scalable business assets using essential spreadsheet functions and CRM solutions.
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How to Gain Clients in the Medicare Industry
A strategic guide to attracting clients in Medicare — from education-based marketing and digital presence to traditional outreach and CMS compliance.
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How to Grow Your Medicare Brand
A strategic guide to growing your Medicare brand through trust, education, digital marketing, community outreach, and strict CMS compliance.
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How to Grow Your Medicare Agency Team
A dual-strategy guide to growing your Medicare agency — attracting top agents with competitive compensation and building a skilled employee team for operations.
Read article →Selling & Transactions
10 resources
Selling Your Medicare Company: What is a Stock Sale?
Understand how stock sales work in Medicare business acquisitions — key characteristics, buyer vs. seller dynamics, tax implications, and the Stock Purchase Agreement.
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Selling Your Medicare Company: What is an Asset Sale?
Understand how asset sales work in Medicare business acquisitions — liability shielding, step-up basis tax advantages, and comparison to stock sales.
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Valuation: How to Determine the Value of a Medicare Company
Learn how to value a Medicare company — from normalizing financials and key buyer metrics to revenue multiples, EBITDA formulas, and strategies for maximizing value.
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Documents You Need When Selling a Medicare Company
A complete checklist of documents needed to sell a Medicare company — from NDAs and LOIs to due diligence records and closing documents.
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Documents You Need When Buying a Medicare Company
A complete checklist of documents needed to buy a Medicare company — from NDAs and LOIs through due diligence, closing, and post-closing transition.
Read guide →Exit Strategy: Maximizing Your Book's Valuation
Your book of business is your greatest asset. Learn the four pillars that drive valuation multiples and common exit routes for Medicare brokers.
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The Process of Selling a Medicare Company
A six-phase guide to selling a Medicare business — from valuation and verifying vesting to due diligence, finding buyers, structuring the deal, and CMS compliance.
Read article →The Process of Buying a Medicare Book of Business
A comprehensive guide to buying a Medicare book of business — from defining the asset type and valuation to due diligence, legal requirements, and closing.
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Preparing to Buy a Medicare Book of Business
Five essential tips for prospective Medicare book buyers — from multi-layered due diligence and independent valuation to concentration risk and seller financing.
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Tips for Selling Your Medicare Book of Business
Five essential tips to maximize the value of your Medicare book — from clean financials and SOPs to customer diversification and pre-due diligence audits.
Read article →Growth & Marketing
5 articles
Client Retention: The Key to a High Valuation
Why persistency is the top metric for Medicare book valuations — plus four actionable retention strategies and the critical 30/60/90 day onboarding cycle.
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Scaling Your Agency: Building the Infrastructure
Transition from agent to CEO by building the operational infrastructure your Medicare agency needs to scale and command top valuations.
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The Agent Journey: Book of Business Milestones
Understand the key milestones at each stage of your Medicare book of business growth — from 100 to 1,000+ members — and what to prioritize at every level.
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Business Development: Accelerating Your Growth
A high-growth trajectory secures enhanced valuation multiples. Discover the seven pillars of sustainable business expansion for your Medicare agency.
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SEO with Medicare: Building Your Digital Footprint
Transition from manual lead generation to being found by high-intent prospects. Learn the three pillars of Medicare SEO success.
Read article →Curated links to keep you up to date on healthcare policy, Medicare news, and actuarial insights that can impact your book of business.