WARNING:  You will need to customized all of these documents prior to use. 

You may use any of these materials as long as you have paid for this course (without a refund), but you cannot remove any Copyrights for Medicare Mastermind that may appear on the document you're using.

If you copy content (like text), please cite "Copyright 2018 Medicare Mastermind. All Rights Reserved." on your piece or posting. 

YOU MUST ADD: "Copyright 2018 Medicare Mastermind. All Rights Reserved."  to any media (digital or printed) if you use any portion, phrase, statement etc. contained in this tri-fold brochure.

You may copy the entire thing if you want, just as long as you include the copyright statement above!  My Intellectual Property attorney applied for and received a full copyright for the entire text contained in the Tri-fold and will pursue all legal remedies available if any part of this work appears without a credit citation.

Registration Number / Date: TX 8-512-599 / 2018-04-08


Bookmark this service, it converts PDFs into WORD docs for free! https://www.pdftoword.com/en/   You can simply download my files and move them into Word for editing if you don't have access to PDF editing software.

You should also use https://www.pdfescape.com to help edit PDF versions. You can add or delete pages, rearrange pages, white out, add text, photos etc.

This is a free tool I use all the time.

Medicare Made Easy You can upload this entire file into PDFescape and delete any page you want. This is the "free eBook" I offer on Facebook in exchange for their email address.

Medicare Ad - Color Photo Medicare Card Style

Medicare Ad - RX #1

Medicare Ad - RX #2

Free Medicare 1  this does not imply that we offer "Free Medicare" but rather free Medicare information!

Free Medicare 2

Free Medicare 3

Medicare Mailer - Age In






Warning Deadline

Meeting Flyer


- print in color at a copy store (14"x10") and mount with spray adhesive to white foam core board.  I use a few of these for any event I hold, I later added Arrows with velcro so I can turn the arrow left or right to direct people to my speaking area.

This is the sign I used with arrows. Medicare_Card_14x10

Here's my favorite:  Medicare Sign - it says "Ask Me", which does cause people to stop and ask questions.  I used it at a Walmart PDP sign up event one AEP and it helped a TON!  

WARNING: Using a "Medicare" sign like this is a gray area, and should not be used in a setting that you KNOW will have shoppers from Insurance companies, state officials or CMS (like at a Medicare Conference).


I often test different letters. These were two that returned enough interest to mail them again.

Your time is valuable - mail to P&C brokers, you can clip a crisp $1 bill to the top if you want Letter_to_pharmacists

I started targeting primary care doctor's offices in September with a direct mail piece. I mailed them 3 times throughout September & October.  I also found discount pens online and printed about 500 pens, I gave 3 pens inside each mailer as well as my card, this postcard and a magnet. These are the postcards I used:


insert-front - first mailing

insert-front-2018 - second mailing

I started printing a simplified "business card" on magnet material and love them!  I include a magnet inside of every letter I send. I hand them out to anyone that will take it, from pharmacists to Dr's offices, to new and old clients. The magnet below is 2"x3.5" - same size as a traditional business card.  They cost about 8 cents each when you buy 1,000 or about 12 cents when you print 500 (here's one printer: Uprinting.com)

View magnet artwork >>

  I use a free audio editing software called Audacity. Buy a digital mic and plug it into your computer. The results are stunning. This plays on my website or phone system and is a kind of "end of the funnel" recording. This is a simple VM message I use.all the time.

You are not supposed to apply stickers on Medicare sales books.  I do (yes, I'm a rule breaker). I apply these only after I meet with a client (either if I sell them a policy or not), I will ALWAYS apply this sticker to their book.  I used to staple my business card to the book, but this looks way more professional.

Thank_You_Sticker Artwork>>>

I also made this sticker to apply to "Thank You" gifts.  I printed 1,000 stickers on a white BOPP material. It measures 4"x3" - only costs $.20 cents per label, Cheap!  WARNING: For some idiotic reason, stickers on books like this are prohibited by CMS. I do not label books with this sticker unless I have personally met with the client face-to-face, or I'm mailing my client receipts (from a phone sale). I also use this sticker to close large envelopes when mailing receipts, thank yous, or applications. This is the sticker printer I use:  StickerGiant.com