How to Sell Part C & D plans over the Phone

Everything you need to sell by phone

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HUGE 2 ½ hour training event! There is nothing like this out there……

A deep dive from womb to tomb how to sell Medicare Advantage (Part C plans AND Part D plans) compliantly over the phone using cutting edge technology. This is ideal a telesales agent, anyone wanting to sell remotely, and field agents who want to transition to a digital all in one enrollment hub platform.

If you are currently selling Aetna, Humana, UHC, Wellcare, Bright Health, Bright Health, Molina, Cigna HealthSpring, Amerigroup, Anthem, Medical Mutual fo Ohio, Mutual of Omaha RX/Advantage, and Silverscript you DO NOT want to miss this! If you do not sell any of the listed carriers, although you may benefit from the sales aspect of the training, you won’t benefit from the technical part.

You will learn from A to Z how to go from saying “Hello, how may I help you?” to “Thank you for your Business” with any prospect all inside of a window of 60 minutes (or less):

1. How to open the conversation
2. What to ask during the initial intake phase of your conversation
3. How to begin “Pre-Selling” yourself and your services
4. Creating a file in Medicare Center
5. Send, sign, and receive back a Scope of Appointment in minutes
6. Analyze their medications
7. Learn how to look up doctors very quickly
8. How to explain their benefits AND cross sell ancillary products
9. Confidently advise a plan recommendation
10. Ask for the application
11. Complete the application
12. Post Close follow up
13. How to structure the client’s file and what components are necessary
14. Best Practices
15. Q & A session

Register now for a discounted rate of only $149.00 with coupon code “EarlyBird” until 1/30/20 11:55PM. 15% of all proceeds will go to benefit St. Jude’s Children’s Research Hospital. If you wait until the day of the event to register the cost jumps up to $179!!


Your Instructor


Joseph Tretola
Joseph Tretola

Joe began his career in financial services in 1997 and eventually accepted a position with American Express in New York as a financial advisor in 1999 where he enjoyed nearly a decade long career helping families plan for their future. He participated in the largest spinoff in United States history when Amex spun off Ameriprise Financial. At the end of his first year he was ranked #2 in the entire nation in overall production for first year advisors.

He felt a void in his life so he decided to leave everything behind in New York, he sold his practice, and relocated to South Florida in 2008. After a hiatus from finance and insurance, he came back into the industry and after a couple of years being an independent financial consultant, by accident he stumbled into the Medicare industry as many of his clients were asking for help with their plans. He quickly learned the ins and outs of Medicare and after spending nearly a year in the field decided he could reach more people working remotely and started to branch into new states.

He built the foundation of his clientele exclusively through internet lead generation and over the years experienced a roller coaster ride of ups and downs due to unethical agents and bad partnerships. In 2015 he re-emerged and spent the next 2 years re-defining his business models. In 2017 his wife Ashley (while pregnant with their son) became an agent to help manage the back end of the agency and rebrand the organization. As a result of his Medicare residuals, he was able to step back from personal production and enter the social media platform to meet and work with agents and agencies around the country helping them become better agents.

Joe created the Facebook group Senior Market Insurance Experts on 12/31/2017 and his wife Ashley became their very first Facebook group member! The goal at the time was to grow a consumer focus Facebook page, however after watching the success of a handful of other Facebook groups, Joe decided to turn the focus into a knowledge based forum for agents wanting to focus in the senior market. The goal is to deliver real and valuable content hoping to engage other agents and attract agents that want to be part of our team.

His true value that he brings to the table is more than 2 decades of high-level sales skills, product knowledge, lead generation, and efficiency system selling. He always has and always will place the prospect/client above all and knows deep down inside that the knowledge and understanding he has, when shared with a prospect, is paramount and high level allowing the prospect to make an informed and educated decision.

Joe possess a certain set of skills that are required to having a successful and fruitful career as an agent, especially an agent interested in selling insurance products over the telephone. He believes he can teach these skills to a willing learner and coupled with their work ethic; the willing learner can become an awesome agent.

If you ever had the opportunity to speak to Joe on the phone (or meet in person) it doesn’t take very long to realize he is the real deal. He is very transparent, tries his hardest to remain humble, and stays grounded at all times.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!