Retirement Worksheets
**Cross Selling Sheet** [https://www.dropbox.com/scl/fi/oypfer6ebdbkwjgimsa3p/Lasting-Mark-Cross-Selling-Sheet.pdf?rlkey=xhityve1yw86npw7u9vnq8bpa&st=v2ksi3gl&dl=0](https://www.dropbox.com/scl/fi/oypfer6ebdbkwjgimsa3p/Lasting-Mark-Cross-Selling-Sheet.pdf?rlkey=xhityve1yw86npw7u9vnq8bpa&st=v2ksi3gl&dl=0) **Retirement Assessment Questionnaire** [**https://www.dropbox.com/scl/fi/otcd9wh71tt739absn0b2/Retirement-Assessment-2.pdf?rlkey=5u9gs103akal89v8suqg67hpt&st=nz5q4i83&dl=0**](https://www.dropbox.com/scl/fi/otcd9wh71tt739absn0b2/Retirement-Assessment-2.pdf?rlkey=5u9gs103akal89v8suqg67hpt&st=nz5q4i83&dl=0) **On track Retirement Review** [**https://www.dropbox.com/scl/fi/10zmw267w04501ahqubl4/On-Track-Retirement-Review-v4-copy.jpg?rlkey=lhw1hw6dcel5loq7rwpv64jxn&st=o9dsaor0&dl=0**](https://www.dropbox.com/scl/fi/10zmw267w04501ahqubl4/On-Track-Retirement-Review-v4-copy.jpg?rlkey=lhw1hw6dcel5loq7rwpv64jxn&st=o9dsaor0&dl=0)
1/30/2025 – Heartland National with Bella Steketee
[https://us06web.zoom.us/rec/share/POUiLZhNVzSbSwSmvZG5ZyuLdbv78UW7AQ2tfTWTieBsgZMEuq3ag2RxG84VMAKn.NWDPXNoxu80A1m-q?startTime=1738245747000](https://us06web.zoom.us/rec/share/POUiLZhNVzSbSwSmvZG5ZyuLdbv78UW7AQ2tfTWTieBsgZMEuq3ag2RxG84VMAKn.NWDPXNoxu80A1m-q?startTime=1738245747000) Passcode: F4W?b*2b
2/27 – SIG Back Office / Medicare.gov / Medicare Center Training
[https://us06web.zoom.us/rec/share/59SwdZkGU8U7hladH5Q4HSau-4ZwCwMufBF1h3xGiLPhGZjjDrbRAS7z73-m26s9.fXC1P47K3jsrV6KU](https://us06web.zoom.us/rec/share/59SwdZkGU8U7hladH5Q4HSau-4ZwCwMufBF1h3xGiLPhGZjjDrbRAS7z73-m26s9.fXC1P47K3jsrV6KU)
2/20/25 – Physician’s Mutual Medicare Supplements
Zoom Recording: [https://us06web.zoom.us/rec/share/203t2WgGpZM3BtuBqyWgJiMFvlNSLu4AugmksaakrBVWmllk8–2TyB20e4OasBk.aN9SgaXEHXY_Q2q_](https://us06web.zoom.us/rec/share/203t2WgGpZM3BtuBqyWgJiMFvlNSLu4AugmksaakrBVWmllk8–2TyB20e4OasBk.aN9SgaXEHXY_Q2q_) Passcode: Kf!b=kh4 Presentation: [https://www.dropbox.com/scl/fi/xnogre3ryp51it3zf8i11/Innovative-Plan.pptx?rlkey=q8othlhfbeyyjqw90wlbntz1e&st=571yvvu6&dl=0](https://www.dropbox.com/scl/fi/xnogre3ryp51it3zf8i11/Innovative-Plan.pptx?rlkey=q8othlhfbeyyjqw90wlbntz1e&st=571yvvu6&dl=0)
Original Medicare Cost – 2025
[https://www.dropbox.com/scl/fi/wu5xl1aqhu89dkydrdskx/Original-Medicare-Costs.docx?rlkey=i0eypf02egk9gx8nlavhwhafy&st=d1arhlbo&dl=0](https://www.dropbox.com/scl/fi/wu5xl1aqhu89dkydrdskx/Original-Medicare-Costs.docx?rlkey=i0eypf02egk9gx8nlavhwhafy&st=d1arhlbo&dl=0)
2/13/25 – Medicare Training w/ Rob Sevilla
[https://us06web.zoom.us/rec/share/hoGAYCh0dAPm7HrU4XD1sJ1U_lTFBEkaVIe2icDwUR1ycBzunXA0J7vytypXi2OA.Xvf64vw2SGYcqLRg](https://us06web.zoom.us/rec/share/hoGAYCh0dAPm7HrU4XD1sJ1U_lTFBEkaVIe2icDwUR1ycBzunXA0J7vytypXi2OA.Xvf64vw2SGYcqLRg) Passcode: vUX.5ad!
Medicare Brochure for Grass Roots Marketing
**BiFold Brochure** [https://www.dropbox.com/scl/fi/96oy7ite6rv8wl90i0t7u/Bifold-Pamphlet-Medicare-101.pdf?rlkey=s1gi3witop0fquk2dpv0113ka&st=gdf51ndd&dl=0](https://www.dropbox.com/scl/fi/96oy7ite6rv8wl90i0t7u/Bifold-Pamphlet-Medicare-101.pdf?rlkey=s1gi3witop0fquk2dpv0113ka&st=gdf51ndd&dl=0) ## **TriFold Front Page** [https://www.dropbox.com/scl/fi/3qtnejf3g8c5r9mxpnnol/Trifold-Medicare-Brochure-Front-Page.pdf?rlkey=gt48s5y5j39fc391g6jqx7yo3&st=mfgux5z8&dl=0](https://www.dropbox.com/scl/fi/3qtnejf3g8c5r9mxpnnol/Trifold-Medicare-Brochure-Front-Page.pdf?rlkey=gt48s5y5j39fc391g6jqx7yo3&st=mfgux5z8&dl=0) ## **TriFold Back Page** [https://www.dropbox.com/scl/fi/hr247iivgl7vs4ibigqmt/Trifold-Medicare-Brochure-Back-Page.pdf?rlkey=jsbhdd8cp6zzoy7rty4gbdcy6&st=5ctdgeje&dl=0](https://www.dropbox.com/scl/fi/hr247iivgl7vs4ibigqmt/Trifold-Medicare-Brochure-Back-Page.pdf?rlkey=jsbhdd8cp6zzoy7rty4gbdcy6&st=5ctdgeje&dl=0) ## **TriFold Brochure Holder with Business Card** [https://www.amazon.com/NIUBEE-Brochure-Business-Magazine-Pamphlet/dp/B09YXYLL5W/ref=sr_1_5_sspa?crid=1J7PHNZYVAXFV&dib=eyJ2IjoiMSJ9.nUox4LW2PCRW029bTupA50aoB-GmDk1n11WEUT6rvRkHN-gFOgT9buPv9Ipr_cavWlBM9K3s-tY1vuqPMON23bOE_uSdpip0XDz1b-9xlk3tdRx6NPJk09JXu7qkRtrKqaT-gAdM2KcvBisSJDRjkky7yIJMCHkF7TESD0QItFV0EuchSCZF88X_7K6eqilkSSG1UtH4johdnpZvGEaFS0ImcFAzxZqsSOAmJs6r6hz-ynn-isYqBIVu3xubzJTyh8tMawX4LsK4fKxbUYyCoW74cEc8cXjwVLSgOJIF_uI.ZCmIOhkKLUypSEfz9nnOjmiZnVF4z8OYtzCFMJGwC6E&dib_tag=se&keywords=trifold+brochure+holder&qid=1740491969&sprefix=Trifold+br,aps,206&sr=8-5-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY&th=1](https://www.amazon.com/NIUBEE-Brochure-Business-Magazine-Pamphlet/dp/B09YXYLL5W/ref=sr_1_5_sspa?crid=1J7PHNZYVAXFV&dib=eyJ2IjoiMSJ9.nUox4LW2PCRW029bTupA50aoB-GmDk1n11WEUT6rvRkHN-gFOgT9buPv9Ipr_cavWlBM9K3s-tY1vuqPMON23bOE_uSdpip0XDz1b-9xlk3tdRx6NPJk09JXu7qkRtrKqaT-gAdM2KcvBisSJDRjkky7yIJMCHkF7TESD0QItFV0EuchSCZF88X_7K6eqilkSSG1UtH4johdnpZvGEaFS0ImcFAzxZqsSOAmJs6r6hz-ynn-isYqBIVu3xubzJTyh8tMawX4LsK4fKxbUYyCoW74cEc8cXjwVLSgOJIF_uI.ZCmIOhkKLUypSEfz9nnOjmiZnVF4z8OYtzCFMJGwC6E&dib_tag=se&keywords=trifold+brochure+holder&qid=1740491969&sprefix=Trifold+br,aps,206&sr=8-5-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY&th=1) ## **TriFold Holder** [https://www.amazon.com/Viymgit-Brochure-Holder-Countertop-Literature/dp/B0D5PSPX22/ref=sr_1_7?crid=1J7PHNZYVAXFV&dib=eyJ2IjoiMSJ9.nUox4LW2PCRW029bTupA50aoB-GmDk1n11WEUT6rvRkHN-gFOgT9buPv9Ipr_cavWlBM9K3s-tY1vuqPMON23bOE_uSdpip0XDz1b-9xlk3tdRx6NPJk09JXu7qkRtrKqaT-gAdM2KcvBisSJDRjkky7yIJMCHkF7TESD0QItFV0EuchSCZF88X_7K6eqilkSSG1UtH4johdnpZvGEaFS0ImcFAzxZqsSOAmJs6r6hz-ynn-isYqBIVu3xubzJTyh8tMawX4LsK4fKxbUYyCoRB68R3RvuGDJ4obaQb8MCU9kJ5BJOqsGn6-YMh9ry6dclq6SkKNv7KPRNkGaB2LCFEZOrcIB0j7wPGxnjP_9lBx5P7hD56f7JOJGUDjbB_owtr4ajnU6ZBYl-SCzKklGKQsWszO44vl1I_B9iGnWX1JrrtP3H45p3p_6M2PiFI-.4IRryhUZkI2UNa-sUxheOzE0xkbRQL84gkZMN7SMF_0&dib_tag=se&keywords=trifold+brochure+holder&qid=1740491969&sprefix=Trifold+br,aps,206&sr=8-7&th=1](https://www.amazon.com/Viymgit-Brochure-Holder-Countertop-Literature/dp/B0D5PSPX22/ref=sr_1_7?crid=1J7PHNZYVAXFV&dib=eyJ2IjoiMSJ9.nUox4LW2PCRW029bTupA50aoB-GmDk1n11WEUT6rvRkHN-gFOgT9buPv9Ipr_cavWlBM9K3s-tY1vuqPMON23bOE_uSdpip0XDz1b-9xlk3tdRx6NPJk09JXu7qkRtrKqaT-gAdM2KcvBisSJDRjkky7yIJMCHkF7TESD0QItFV0EuchSCZF88X_7K6eqilkSSG1UtH4johdnpZvGEaFS0ImcFAzxZqsSOAmJs6r6hz-ynn-isYqBIVu3xubzJTyh8tMawX4LsK4fKxbUYyCoRB68R3RvuGDJ4obaQb8MCU9kJ5BJOqsGn6-YMh9ry6dclq6SkKNv7KPRNkGaB2LCFEZOrcIB0j7wPGxnjP_9lBx5P7hD56f7JOJGUDjbB_owtr4ajnU6ZBYl-SCzKklGKQsWszO44vl1I_B9iGnWX1JrrtP3H45p3p_6M2PiFI-.4IRryhUZkI2UNa-sUxheOzE0xkbRQL84gkZMN7SMF_0&dib_tag=se&keywords=trifold+brochure+holder&qid=1740491969&sprefix=Trifold+br,aps,206&sr=8-7&th=1) ## **BiFold Holder** [https://www.amazon.com/MaxGear-Brochure-Literature-Countertop-Organizer/dp/B0B1TMZYZG/ref=sr_1_2_sspa?crid=NIJ2GWQNHS92&dib=eyJ2IjoiMSJ9.tcRPXOsRPhD_pDjZZ3ShG_ZySVnXYXXMu0X6fs_Yuss2i9jrhjRUSYt03eSdNPqgqiuc2qeSe290JmLiM1g7z_Qw86BuzX9rhK-4kBu16sW0ePBq4ebyInnE4q_A_iheRMVFdBamJxiCM3luWcGURBtb5Nr-RhEUJymPo4DeV8qfsg70iteQmejAk6gWSkUw-hC1EEqB1jummb04D6eMOUi4mun6MIYhHhmmidDDE59GFvWiz889NjcYLideZKiBO10sX21FlqmtctXRLRSlrdihTnywkmQbKDx6Of2-dCY.QxZZTC5X445cONF9d7l-fN_-e8qwrnFtsO6VZZCEGTY&dib_tag=se&keywords=bifold+brochure+holder&qid=1740492346&sprefix=bifold+brochure+holder,aps,186&sr=8-2-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY&th=1](https://www.amazon.com/MaxGear-Brochure-Literature-Countertop-Organizer/dp/B0B1TMZYZG/ref=sr_1_2_sspa?crid=NIJ2GWQNHS92&dib=eyJ2IjoiMSJ9.tcRPXOsRPhD_pDjZZ3ShG_ZySVnXYXXMu0X6fs_Yuss2i9jrhjRUSYt03eSdNPqgqiuc2qeSe290JmLiM1g7z_Qw86BuzX9rhK-4kBu16sW0ePBq4ebyInnE4q_A_iheRMVFdBamJxiCM3luWcGURBtb5Nr-RhEUJymPo4DeV8qfsg70iteQmejAk6gWSkUw-hC1EEqB1jummb04D6eMOUi4mun6MIYhHhmmidDDE59GFvWiz889NjcYLideZKiBO10sX21FlqmtctXRLRSlrdihTnywkmQbKDx6Of2-dCY.QxZZTC5X445cONF9d7l-fN_-e8qwrnFtsO6VZZCEGTY&dib_tag=se&keywords=bifold+brochure+holder&qid=1740492346&sprefix=bifold+brochure+holder,aps,186&sr=8-2-spons&sp_csd=d2lkZ2V0TmFtZT1zcF9hdGY&th=1)
Navigating Insurance Toolkits
[https://www.dropbox.com/scl/fi/d7kjg06olcwtbwo29sxo3/Insurance-Toolkits-Demo.mp4?rlkey=341jfpaql2nha6rm5jaefn9vb&st=881g3efo&dl=0](https://www.dropbox.com/scl/fi/d7kjg06olcwtbwo29sxo3/Insurance-Toolkits-Demo.mp4?rlkey=341jfpaql2nha6rm5jaefn9vb&st=881g3efo&dl=0)
Medicare Seminar Cost Breakdown
**Example #1:** [https://www.dropbox.com/scl/fi/us5bgqqip999gtkhq7gxi/PNG-image.png?rlkey=92u3itafyb4yznmvh0q3lraec&st=h3u8cfiq&dl=0](https://www.dropbox.com/scl/fi/us5bgqqip999gtkhq7gxi/PNG-image.png?rlkey=92u3itafyb4yznmvh0q3lraec&st=h3u8cfiq&dl=0) **Example #2**: [https://www.dropbox.com/scl/fi/j5rw5dcpaazd1ghof9cc1/March-Seminar-Numbers?rlkey=dhn8sdw8fbdy9iweg5gn8aygq&st=s4zxeqmz&dl=0](https://www.dropbox.com/scl/fi/j5rw5dcpaazd1ghof9cc1/March-Seminar-Numbers?rlkey=dhn8sdw8fbdy9iweg5gn8aygq&st=s4zxeqmz&dl=0)
Medicare Advantage Telesales Script (Compliant & CMS-Approved)
[https://www.dropbox.com/scl/fi/ovd4ku8g36omluhjc8hen/Medicare-Advantage-Telesales-Script-Compliant-CMS-Approved-1.pdf?rlkey=5nrrca1dagrfxdbebsjerw23f&st=8nctocrs&dl=0](https://www.dropbox.com/scl/fi/ovd4ku8g36omluhjc8hen/Medicare-Advantage-Telesales-Script-Compliant-CMS-Approved-1.pdf?rlkey=5nrrca1dagrfxdbebsjerw23f&st=8nctocrs&dl=0)