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.

SMP Marketing Toolkit

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

Marketing Toolkit

The Marketing Toolkit (pdf) is filled with tips, timelines, checklists and templates to plan, deliver and follow-up on your events.

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.

The Baby Boomer’s Guide To Medicare

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.

Medicare Quick Reference Guide

Medicare Quick Reference Guide

People need concise, objective and easy to understand information about Medicare and its complexities. Now you can give them just that with the Medicare Quick Reference Guide.

This branded 8.5" X 11" reference has critical information about insurance options, when to apply, information about premiums and deductibles, and references to other resources with more information.

The Medicare Quick Reference Guide is available both as a free PDF (for members) or as a customizable laminated print ($247.00 per 100).

Order Customized Prints

Medicare Enrollment Planning Flowchart

Medicare Enrollment Planning Flowchart

There are a lot of rules to remember about who signs up for Medicare and when. Now you have an easy visual reference to walk clients through the decisions they need to make. This customized 8.5" X 11" reference is an easy to read guide to the Medicare enrollment process. It’s great to give away or sit down and discuss with clients.

The Medicare Enrollment Planning Flowchart is available free PDF that you can take to your local printer.

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.


This material is provided exclusively for use by individuals with an active license to the Savvy Medicare Planning Program. Use of this material is subject to the Medicare Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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