Professional Prospecting Books. Made For You.
Unlock new revenue and start conversations with smart, effective leave-behind books for financial planners.
Low-cost, high-impact prospecting
Customized with your logo and contact information
Built for the way you do business — and ready to help you grow
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Designed for limited initial outreach - best for promoting to only a few planner offices. Comes with a FREE copy of the Planner Engagement System to help you get the most out of Code Medicare.
Polished leave-behind books, fully customized with your brand and your contact information. Includes nearly 60 pages of the most up-to-date Medicare information, ready to show off your expertise to potential referrers, clients and more. 50 units.
Establish a consistent presence in planner offices with the Growth Kit, designed for your ongoing outreach needs. Comes with a FREE copy of the Planner Engagement System to help you get the most out of Code Medicare.
Polished leave-behind books, fully customized with your brand and your contact information. Includes nearly 60 pages of the most up-to-date Medicare information, ready to show off your expertise to potential referrers, clients and more. 100 units.
Expand your reach across multiple offices — the Builder Kit is ideal for gaining traction with your outreach. Comes with a FREE copy of the Planner Engagement System to help you get the most out of Code Medicare.
Polished leave-behind books, fully customized with your brand and your contact information. Includes nearly 60 pages of the most up-to-date Medicare information, ready to show off your expertise to potential referrers, clients and more. 75 units.
One Simple Leave-Behind. Endless Leads.
Code Medicare makes you the expert. Just leave it with financial planners — and when those tough questions come up, you’ll be the first person they call. Plus, get a copy of our FREE Planner Engagement System to maximize your impact and make the right approach every time.
For independent agents.
By independent agents.
In an industry where everyone spins their wheels trying to stand out, it’s rare to find tools that actually work.
We built Agent Ready Books for agents like us, who want to stand out and build long-term referral relationships.
It’s customized with your brand, your information, and everything you need to turn a quick visit into years of Medicare business.
