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AdvisorMedicareResources
Your resource hub for helping clients
navigate Medicare
Download the resources you need to give informed Medicare health plan guidance.
For Your Clients
The Essential Guide to Medicare
Help your clients navigate the complexities of Medicare with this comprehensive resource.
The Benefits of Using EOS One-Sheeter
Enhance your client conversations with our one-sheeter that highlights EOS's benefits and value.
The Ultimate Medicare Checklist
Keep your clients informed on important steps and helpful resources for before, during and after Medicare enrollment.
For Advisors
Medicare eBook
Prepare for Medicare talks with your clients with our step-by-step guide.
The Benefits of Partnering with EOS One-Sheeter
Get to know the benefits of partnering with us for your client's needs with our overview.
Social Media Assets
Download ready-to-use graphics to connect and engage with your network on social media.
EOS Web Badge
Send this instruction sheet to your web team to get the EOS Web Badge installed on your site.
B2B2C 65th Birthday Advisor Email
Email templates help you efficiently notify clients approaching 65 about the benefits of using EOS for their Medicare needs.
Medicare in 1 Minute
Get up to speed on Medicare with this easy-to-read infographic, designed for digital viewing.
Medicare in 1 Minute
Understand Medicare basics with this clear, easy-to-follow infographic–perfect for printing.
B2B2C AEP 2025 Advisor Texts
AEP text message templates to send to clients (Oct 1–Dec 15, 2025)
B2B2C Off-Season 2025 Advisor Email Campaign
Use this email series between April 1-September 30 for Medicare-eligible prospects and caretakers. Content covers EOS services, the advisor relationship with EOS, and reminders to call for a free Medicare checkup.
EOS Medicare Savings Guide
The EOS Medicare Savings Guide helps you discover ways to save money on Medicare costs and benefits.
B2B2C AEP 2025 Webinar
“Preventing and Reversing Heart Disease” Email Campaign
Medicare Annual Enrollment Period: What Advisors Need to Know Infographic (Digital Version)
Download this helpful AEP infographic covering key dates, EOS selling points, and step-by-step actions for referring clients.
Medicare Annual Enrollment Period: What Advisors Need to Know Infographic (Print Version)
A printer-friendly 8.5x11 version of our AEP infographic.
Special Enrollment Dates
Initial Enrollment Period (IEP)
When: Begins 3 months before the month of your client’s 65th birthday and ends 3 months after your client’s 65th birthday month (7-month window).
Why It’s Important: This is the first opportunity for most people to enroll in Medicare Part A and Part B.
Medicare Advantage Open Enrollment Period
When: January 1 - March 31 each year.
Why It’s Important: If your client is already enrolled in a Medicare Advantage plan, they can switch to another Medicare Advantage plan or return to Original Medicare (and join a Part D plan) during this period.
Annual Enrollment Period (AEP)
When: October 15 - December 7 each year.
Why It’s Important: This is the time to review and change Medicare Advantage and Medicare Part D plans. Changes made during AEP take effect on January 1 of the following year.
Medigap Open Enrollment Period
When: Starts the month your client turns 65 and enrolls in Medicare Part B, lasting 6 months. *Some plans allow Enrollment up to 6 months before 65th birthday.
Why It’s Important: During this period, your client can buy any Medigap policy available in their state without medical underwriting.
Special Enrollment Period (SEP)
When: Varies depending on qualifying events (e.g., losing employer coverage).
Why It’s Important: If your client qualifies for an SEP, they can enroll in Medicare or change their plan outside of the regular enrollment periods without penalty.
Medicare Part D Enrollment
When: Same as the Initial Enrollment Period, Annual Enrollment Period, and General Enrollment Period.
Why It’s Important: Enrolling in or changing a Part D prescription drug plan must be done within these timeframes.
Helpful Articles and Videos
