Your Knowledge Hub

Reference guides, educational resources, and curated industry links for Medicare professionals at every stage.

Guides

8 resources
Empty desk with a seedling and closed notebook in soft morning light
Guides

How to Start a Medicare Business

Read
Professional woman in a navy blazer at a bright office desk, smiling warmly
Guides

How to Become a Medicare Agent

Read
Professional man in a navy blazer at a bright office desk
Guides

How to Become a Medicare Broker

Read
Stack of blank hardcover books beside reading glasses under a warm lamp
Guides

Educational Resources for the Medicare Industry

Read
Neat rows of blank index cards in a wooden tray with a pencil
Guides

Excel 101: Data Management for Your Medicare Book

Read
Open office door with warm light spilling onto a waiting chair and coat rack
Marketing4 min read

How to Gain Clients in the Medicare Industry

Read
Hands tending a young green plant growing from a terracotta pot on a wooden desk
Marketing8 min read

How to Grow Your Medicare Brand

Read
Circle of empty office chairs around a table with a plant, ready for collaboration
Growth7 min read

How to Grow Your Medicare Agency Team

Read

Selling & Transactions

10 resources
Two professionals shaking hands over a desk while exchanging folders
Selling

Selling Your Medicare Company: What is a Stock Sale?

Read
Hands selecting polished stones from a larger collection on a cloth
Selling

Selling Your Medicare Company: What is an Asset Sale?

Read
Desk calculator on a light wood surface in soft daylight
Selling

Valuation: How to Determine the Value of a Medicare Company

Read
Stack of blank cream folders tied with twine prepared for handover
Selling

Documents You Need When Selling a Medicare Company

Read
Hands reviewing blank folders with a wooden magnifying glass under a desk lamp
Selling

Documents You Need When Buying a Medicare Company

Read
Leather briefcase glowing from within on a sunlit desk, suggesting contained value before an exit
Exit Planning6 min read

Exit Strategy: Maximizing Your Book's Valuation

Read
Two pairs of hands exchanging an antique brass key across a mahogany desk
Selling6 min read

The Process of Selling a Medicare Company

Read
Leather ledger under a desk lamp with a magnifying glass resting on open pages
Buying5 min read

The Process of Buying a Medicare Book of Business

Read
Neatly stacked folders, reading glasses, and a blank notebook arranged on a clean desk
Buying5 min read

Preparing to Buy a Medicare Book of Business

Read
Brass balance scale with two river stones carefully balanced on a dark wooden desk
Selling5 min read

Tips for Selling Your Medicare Book of Business

Read

Growth & Marketing

6 articles
Two hands clasped in a warm handshake across a wooden table with coffee cups
Retention7 min read

Client Retention: The Key to a High Valuation

Read
Upward view of a glass and steel building under construction meeting finished facade
Growth5 min read

Scaling Your Agency: Building the Infrastructure

Read
Winding mountain trail with stone cairns ascending through mist toward a bright ridge
Growth4 min read

The Agent Journey: Book of Business Milestones

Read
Row of seedlings in terracotta pots growing progressively taller on a sunny windowsill
Growth6 min read

Business Development: Accelerating Your Growth

Read
Laptop on a desk showing a simple search bar with a magnifying glass icon
Marketing5 min read

SEO with Medicare: Building Your Digital Footprint

Read
Navy umbrella sheltering two people walking together along a rainy park path
Retention6 min read

Medigap Rate Increases: What to Tell Your Clients

Read

Industry News

Curated links to keep you up to date on healthcare policy, Medicare news, and actuarial insights that can impact your book of business.

General Healthcare News

Actuarial & Advisory Sites