How to Host Medicare Educational and Sales Events That Convert

Ready to grow your book of business with in-person events? This guide walks licensed Medicare agents through hosting successful and compliant educational and sales events, from planning to follow-up.

In an increasingly digital world, face-to-face interactions build trust like nothing else. For Medicare agents, hosting local events is a powerful way to connect with beneficiaries, demonstrate expertise, and generate high-quality leads, especially leading up to and during the Annual Enrollment Period (AEP). A well-executed event positions you as a knowledgeable, helpful community resource. This guide will walk you through the essential steps to plan and host successful, compliant Medicare educational and sales events. The Foundation: Educational vs. Sales Events Before you book a venue or…