Build Relationships.
Generate Business.
Repeat.
Agent Ready Books gives Medicare agents a simple, repeatable way to connect with financial planners, stay top-of-mind, and become the Medicare resource their clients need.
Open doors with a professional planner leave-behind
Brand every copy with your name and information
Support consistent outreach, stronger relationships and steady referral growth
One System.
More Planner Relationships.
Code Medicare gives you a fresh, repeatable strategy to approach planners, start better conversations, and stay top-of-mind long after the first meeting.
With the included Planner Relationship System™, you get everything you need to to make the right approach. You’ll get real-life guidance for every step of the sale: making the introduction, navigating gatekeepers, and following up professionally. And it’s all backed by letter and email templates ready for you to send.
Open the door with customized copies of Code Medicare, follow up with confidence and build relationships that can lead to steady referrals.
Buy Now
Designed for limited initial outreach - best for promoting to only a few planner offices. Comes with a FREE copy of the Planner Relationship 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. Tax & shipping included.
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 Relationship 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. Tax & shipping included.
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 Relationship 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. Tax & shipping included.
For independent agents.
By independent agents.
In an industry where everyone spins their wheels trying to stand out, it’s rare to find successful, repeatable strategies.
Agent Ready Books is for agents who want to stand out and build long-term referral relationships.
It’s customized with your brand and contact information. And it gives you a proven, repeatable system to turn a quick visit into years of Medicare business.
