More resources have been added to our 2025 AEP Playbook Bundle, designed to prepare you for this unusual AEP season.
These tools are meant to help you lead meaningful and impactful meetings with your clients, whether in person or virtually.
Here's a look at what we've added to our growing library of AEP readiness materials:
- Using a Webcam for Effective Virtual Meetings Guide: tips and tricks for holding virtual meetings with your clients.
- Needs Analysis Editable Form: a very in-depth needs analysis for fulling meeting the needs of your clients.
- Sales Appointment Checklist for Agents: a checklist to make sure you don't forget any key elements of your sales appointment, particularly during AEP and for turning 65 clients.
