I have owned a successful Wealth Management and Estate Planning firm in Tempe since 2003. As my clientele aged, I found myself referring out an increasing number of them for Medicare plans.  Recognizing the tremendous opportunity in Medicare sales in 2014 I jumped in with both feet. My first couple years were rough as I had very little training and virtually no mentor support. I was forced to learn this business from the ground up.  In hindsight, this was a blessing as I had to question and learn every nook and cranny of the Medicare world. Since then I have been fortunate to have aligned with wonderfully amazing individuals and organizations who have supported my growth and goals.  I have enrolled over 1500 members in Medicare plans and have a wonderful team who maintain and build our book of business. My complete focus now is finding, training, and mentoring new and existing agents in growing their Medicare business to the next level.

You can make six-figure residual based income within a few short years giving you more time with your family, traveling, etc, etc. 

Medicare agents sell a variety of products including: Medicare Advantage Plans, Medicare Supplements, Part D Drug plans, Hospital Indemnity, and Final Expense. 

To get started you'll need the following:
1)  State Health Insurance License 
2)  Pass the AHIP federal Medicare competency test
3)  Have Errors & Emissions Insurance
4)  Connect with an outstanding FMO Upline and Mentoring Agent
5)  Carrier Certification Testing
6)  Training, Training, Training....

A FMO Upline will -
- help you acquire carrier contracts, compliance, commissions, and give high level training.

A Mentoring Agent (like myself) is much smaller and closer to the sales action.  I help agents with on-boarding, training, strategic planning, marketing, lead generation, coaching, on call support, and expertise for everything on "the ground."

CSG Insurance Pros

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CSG Insurance Pros

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