Marketing Resources

Savvy Medicare Planning is an excellent way to grow your business. Several comprehensive and insightful marketing resources are available to members of Savvy Medicare Planning for Boomers.

Not a Member? Click here to learn more about our Savvy Medicare Planning for Boomers program.

Managing Health Care Expenses in Retirement Postcard

Add your photo, logo and contact information to this postcard for marketing purposes. Use it to invite locals to your Medicare workshops.

Client reference (FINRA reviewed)

Educate clients and prospects. Upon joining, members receive fifty (50) copies of this 3-panel, 6 sided, 8" x 12", laminated resource explaining key concepts all clients must consider when thinking about Medicare. More copies of this client reference may be ordered at the Horsesmouth store at any time.

Client reprints

Keep in touch with a drip-mail campaign. Client-friendly Medicare articles written by our Director of Retirement and Life Planning, Elaine Floyd, CFP®, may be customized with your logo and photo. Send these to seminar attendees and centers of influence as a handy relationship-building resource.