AGENT MARKETING GUIDE — FACEBOOK AND NEXTDOOR Updated September 17, 2026 Use your own company logo, company name and verified contact details. These are educational draft pictures and captions; complete the appropriate review before posting. YOUR FIRST STEPS Build a steady source of requested conversations through useful education and local relationships. These activities need no ad purchase; printing, travel and your time may still cost money. Results are not guaranteed. Choose one channel for this week: Facebook education, local organization outreach, or an educational event. Start with the channel you can maintain. Add your actual name, company and verified business phone to the caption. Confirm your license and appointment for the state where a person lives before discussing products. Use the complete caption with its graphic. Keep disclosures legible. Get agency/carrier review where required before publishing customized insurance content. Invite people to contact you themselves. A like, group membership, referral name, attendance or a facility’s permission does not authorize an unsolicited sales call, text or direct message. Record a requested conversation and its permission evidence in the approved private records. Keep health details, Medicare numbers and beneficiary lists out of public comments and this portal. Fill in your business details to update the posts and scripts below. Complete any remaining bracketed event or recipient fields before use. YOUR INDIVIDUAL MEDICARE CALENDAR Choose your name, then use your personal booking link in approved Facebook posts, Nextdoor posts and landing pages. “Use in my posts” fills your name and link into the copy tools on this page. 30-minute phone consultation Appointments on this personal calendar are assigned to Tanilyn Zamora. https://links.midwestern-financial.com/widget/booking/pi9G8EuuN3CzsifGoUgP Open calendar ↗ Copy booking link 30-minute phone consultation Appointments on this personal calendar are assigned to Victoria Prather. https://links.midwestern-financial.com/widget/booking/K3ZuNcMG3QDNujbwshcq Open calendar ↗ Copy booking link 30-minute phone consultation Appointments on this personal calendar are assigned to Eva Canaday. https://links.midwestern-financial.com/widget/booking/FfIduOjSokzEButwqKrT Open calendar ↗ Copy booking link 30-minute phone consultation Appointments on this personal calendar are assigned to Ignacio Santillan. https://links.midwestern-financial.com/widget/booking/gRYwCFYL9D9T24abL35p Open calendar ↗ Copy booking link 30-minute phone consultation Appointments on this personal calendar are assigned to Kenneth Christian. https://links.midwestern-financial.com/widget/booking/320lNbBf63XoCwSOTS1D Open calendar ↗ Copy booking link Open your calendar on your phone. Check the correct agent name, available times and time zone. Ask Kenneth to help update your availability or resolve a calendar conflict. Make one agreed test booking. Confirm that the appointment and contact belong to you and that you receive the confirmation email. Cancel the test afterward. Add your own company name, verified business phone and licensed service area above. Call the member at the scheduled time. Follow the agency's permission and Scope of Appointment process before discussing specific plans. These are personal calendars, so they book the named agent. If you need help with availability, notifications or routing, message Kenneth before promoting the link. MIDWESTERN FINANCIAL AI IMAGE Picture ads + your own creative assistant Start with a generic picture ad. Add your own company logo, name and verified contact details in ChatGPT or Canva, then pair it with the matching caption. Download picture ads & prompts ↗ Open agent instructions ↗ Fill in your name, company, business phone, service area and booking link in “Personalize your copy” above. Choose a picture below. Use “Open picture ad” to save the generic image and add your own company logo, or expand “Make my own version” and copy its image prompt. Open ChatGPT, paste the prompt into a new chat, and ask it to create the image. Attach the picture as a reference if you want the same layout. Image access depends on your plan and workspace. Check every word, the phone number and the image at phone size. Ask for one change at a time: for example, “Keep the layout; make the headline larger.” Use Canva to finish contact text if needed. Use the matching caption, add the correct booking link, and complete agency/carrier review. Post from the approved professional or Business Page. Keep sensitive client details out of image prompts. Picture ad 1 · square Hi neighbors! I’m [Agent name], a licensed insurance agent with [Company name], serving [City / service area]. If Medicare has left you with a list of questions, I’m happy to help you understand the basics and the coverage options I’m authorized to discuss. A good first conversation starts with what matters to you. Please keep Medicare numbers and medical details out of public comments. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. Create an actual square picture ad for Facebook or Nextdoor, not just a written concept. Brand it "[Company name]". I will attach my own company logo; preserve its design and spelling. Use cream, navy, teal and muted gold, large readable type, generous spacing and a welcoming leafy neighborhood and front porch, no people. Headline exactly: "Medicare questions?" Supporting line exactly: "Start with a conversation." Include the line "Ask a licensed insurance agent." Include this readable footer exactly: "Not affiliated with or endorsed by Medicare or any government agency." Use my attached company logo unchanged. If it is missing, ask me to attach it; never invent a logo. No Medicare card, government seals, carrier logos, testimonials, benefit amounts, savings promises or enrollment guarantees. My agent details are [Agent name], [Phone], serving [City / service area]. Add my name and verified phone only if these fields are complete; otherwise leave the contact line off the image and remind me to finish it in Canva. Put [Booking link] in the accompanying caption, not tiny print on the image. Write a warm 80–120 word caption that identifies me and [Company name], invites a requested conversation and includes the footer. Flag any additional disclosure or agency/carrier review needed for the actual use. Do not describe the draft as CMS approved. Picture ad 2 · square Before choosing Medicare coverage, make a short list: • Are my doctors in the plan’s network, if it uses one? • How are my prescriptions covered at my pharmacy? • What could I pay beyond the monthly premium? The details matter, and they can vary by plan and year. Want help organizing your questions? You can request a private conversation. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. Create an actual square picture ad for Facebook or Nextdoor, not just a written concept. Brand it "[Company name]". I will attach my own company logo; preserve its design and spelling. Use cream, navy, teal and muted gold, large readable type, generous spacing and reading glasses, an ivory notebook and a ceramic coffee mug on a sunlit desk, no people. Headline exactly: "Before you choose," Supporting line exactly: "ask good questions." Include three lines: "Your doctors", "Your prescriptions", "Your total costs". Include this readable footer exactly: "Not affiliated with or endorsed by Medicare or any government agency." Use my attached company logo unchanged. If it is missing, ask me to attach it; never invent a logo. No Medicare card, government seals, carrier logos, testimonials, benefit amounts, savings promises or enrollment guarantees. My agent details are [Agent name], [Phone], serving [City / service area]. Add my name and verified phone only if these fields are complete; otherwise leave the contact line off the image and remind me to finish it in Canva. Put [Booking link] in the accompanying caption, not tiny print on the image. Write a warm 80–120 word caption that identifies me and [Company name], invites a requested conversation and includes the footer. Flag any additional disclosure or agency/carrier review needed for the actual use. Do not describe the draft as CMS approved. Picture ad 3 · square Turning 65 soon? Medicare enrollment is automatic for some people; others need to sign up. Your timing can depend on your circumstances, including current coverage. Before making a change, learn which steps apply to you. I can help you organize questions and point you to official Medicare resources. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. Create an actual square picture ad for Facebook or Nextdoor, not just a written concept. Brand it "[Company name]". I will attach my own company logo; preserve its design and spelling. Use cream, navy, teal and muted gold, large readable type, generous spacing and a simple desk calendar displaying only 65, a plant and a teal pen. Headline exactly: "Turning 65?" Supporting line exactly: "Know your next steps." Include the line "Medicare timing depends on your situation." Include this readable footer exactly: "Not affiliated with or endorsed by Medicare or any government agency." Use my attached company logo unchanged. If it is missing, ask me to attach it; never invent a logo. No Medicare card, government seals, carrier logos, testimonials, benefit amounts, savings promises or enrollment guarantees. My agent details are [Agent name], [Phone], serving [City / service area]. Add my name and verified phone only if these fields are complete; otherwise leave the contact line off the image and remind me to finish it in Canva. Put [Booking link] in the accompanying caption, not tiny print on the image. Write a warm 80–120 word caption that identifies me and [Company name], invites a requested conversation and includes the footer. Flag any additional disclosure or agency/carrier review needed for the actual use. Do not describe the draft as CMS approved. These generic AI-created drafts have no agency logo. Add your own company branding before publishing. Review them for the actual audience and placement before use. The government-affiliation sentence does not replace any applicable TPMO or other disclosure. Use this at the beginning of a regular ChatGPT conversation, or as instructions for a team-approved custom GPT named Midwestern Financial AI Image. A separate GPT is optional; the picture prompts above work directly in ChatGPT. This portal link opens ChatGPT, not a published custom GPT. You are Midwestern Financial AI Image, an internal creative assistant for authorized insurance agents. Create actual picture ads and matching captions when image generation is available. Otherwise supply an exact image prompt and say that an image has not been generated. Brand: [Company name]. Use the agent’s own company logo and approved brand colors. The following palette is only an optional starting point. Calm, helpful and neighborly voice. Cream #f6f4ef, navy #18354b, teal #477d75 and muted gold #c8a978. Use the agent’s own approved company logo supplied with the request. Ask for the logo if it is missing; never invent a replacement. Large readable type, one message per image, accessible contrast and generous spacing. Use square images for feed posts and vertical images only when requested. Collect the platform, topic, agent name, verified business phone, licensed service area and booking link. Never invent missing contact details. Do not include consumer health information or Medicare identifiers. Use original generic imagery; no invented endorsements, agency history, Medicare card images, government emblems or unsupported carrier logos. Default to general Medicare education and a voluntary request to speak with a licensed agent. Do not invent plan benefits, premiums, prescription prices, provider participation, savings, eligibility, deadlines or enrollment rights. For plan-specific claims, request current carrier-approved sources for the exact county and plan year. Flag unresolved claims. Never guarantee CMS compliance or imply government endorsement. Include: “Not affiliated with or endorsed by Medicare or any government agency.” Explain that this sentence does not replace any required TPMO or other disclosure. Ask the agency/carrier reviewer to determine the final requirements. Do not treat a government-affiliation disclaimer as permission to use a Medicare-card image. Deliver: (1) the picture ad, (2) one matching Facebook/Nextdoor caption with verified contact details, (3) useful alt text, (4) a short list of facts and disclosures to verify. Label the surrounding response as a draft for review. Keep the public image clean and readable. For revisions, change only what was requested and preserve approved wording. Do not publish, buy ads, contact leads or change account settings. For a custom GPT: add the instructions, enable image generation if available, upload your own company logo and approved marketing references, test the output, and share only with intended agents. Keep client records out of its knowledge files. PUT YOURSELF IN THE PICTURE Your real photo. Your own company logo. One clear message that fits your licensed service area. 1 · Gather Use the logo for your own business or agency, with permission. Save a clear PNG with a transparent background when available. Attach that file to ChatGPT and identify it as your company logo. If you do not have a logo, use your verified company name as text and leave room to add a logo later. 2 · Attach Choose a clear, current headshot with room around your head and shoulders. In ChatGPT, attach your own company logo and your photo. Tell it which is which and preserve your identity. 3 · Finish Verify your name, number, logo and full image edges. Keep the booking link in the caption. If AI changes the logo or misspells text, finish those elements in Canva using the original logo file. Create a finished Facebook picture ad using my two attachments: image 1 is my own company logo; image 2 is my own agent photo, which I authorize you to use. Preserve my recognizable face, natural skin tone and body. Do not replace me with a stock person, fabricate a uniform or badge, alter my age, or imply that I am a doctor or government employee. Use the actual logo unchanged; never invent a new logo. If either attachment is missing, ask for it. Use a clean cream and navy layout, teal accents, readable type, a square format and safe margins. Keep my face and all text fully inside the image. Headline: “Medicare questions? Let’s talk.” Contact line: “[Agent name] • Licensed insurance agent • [Phone]”. Use only my verified details. Put the booking link in the caption: [Booking link]. Service area: [City / service area]. Footer: “Not affiliated with or endorsed by Medicare or any government agency.” Do not claim specific benefits, savings, universal eligibility or government approval. Write a warm matching caption with my verified details and the same footer. Identify any additional disclosure and agency/carrier review needed for the actual ad. Provide alt text. This is a draft for review, not a CMS approval. Edit the attached ad. Keep my own company logo, my face and the approved wording unchanged. Fit the entire design inside the canvas, with a clear margin on every side. Nothing may be cut off. Make the headline and contact details readable on a phone. Do not add plan benefits, numbers, carrier names, government symbols or claims. Return the revised picture and describe only the changes. CHOOSE A CAMPAIGN TOPIC Four educational starting points for Facebook, Nextdoor and requested field conversations. Adapt the topic to the actual audience and complete review. Use your agent photo or neutral community imagery. No VA seal, military insignia, uniform, claim of VA endorsement or promise of extra benefits. Do not say a Medicare plan replaces VA coverage. Veterans and families: Medicare and VA benefits can involve different coverage rules. Before changing anything, understand which coverage applies and speak with the appropriate benefits administrator. I can help you organize Medicare questions for a requested private conversation. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. Use my own attached company logo and my own agent photo, preserving both. Create a square Facebook picture ad with the headline “Medicare and VA coverage: know your options.” and a readable government-affiliation disclaimer. Keep all edges visible. Use your agent photo or neutral community imagery. No VA seal, military insignia, uniform, claim of VA endorsement or promise of extra benefits. Do not say a Medicare plan replaces VA coverage. Do not invent contact details or benefits. Return a draft image, caption and alt text for review. Use your own agent portrait and a simple checklist. Do not use a physician’s name, photo, logo or an implied endorsement without permission. Verify any provider participation claim against the exact plan. When comparing Medicare options, check the doctors and facilities that matter to you. Network participation and coverage rules can vary by plan, location and year. Ask about the specific plan before making a change. If you’d like help organizing your questions, request a conversation. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. Use my own attached company logo and my own agent photo, preserving both. Create a square Facebook picture ad with the headline “Your doctors. Your questions.” and a readable government-affiliation disclaimer. Keep all edges visible. Use your own agent portrait and a simple checklist. Do not use a physician’s name, photo, logo or an implied endorsement without permission. Verify any provider participation claim against the exact plan. Do not invent contact details or benefits. Return a draft image, caption and alt text for review. Use your agent photo and neutral educational wording. Do not claim guaranteed acceptance, no underwriting, universal savings or that Medigap works with Medicare Advantage. Check state-specific rules and carrier-approved materials. Medicare Supplement Insurance, also called Medigap, is private coverage that works with Original Medicare to help pay certain out-of-pocket costs. It is different from Medicare Advantage. Availability, premiums and application rules can vary. Want to understand the differences? Request a conversation about options I am licensed and authorized to discuss. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. Use my own attached company logo and my own agent photo, preserving both. Create a square Facebook picture ad with the headline “Questions about Medicare supplements?” and a readable government-affiliation disclaimer. Keep all edges visible. Use your agent photo and neutral educational wording. Do not claim guaranteed acceptance, no underwriting, universal savings or that Medigap works with Medicare Advantage. Check state-specific rules and carrier-approved materials. Do not invent contact details or benefits. Return a draft image, caption and alt text for review. Start with questions, not dollar promises. To advertise a specific MA benefit or cost, use the exact approved plan/year/service-area language and required insurer identification. Complete carrier review before use. Doctors, prescriptions, dental, vision and total costs can all be worth discussing when comparing coverage. Benefits and costs vary by plan and area; a benefit mentioned in a post is not a promise that it is included for everyone. If you’d like a private review of your questions, you can request a conversation. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. Use my own attached company logo and my own agent photo, preserving both. Create a square Facebook picture ad with the headline “Which coverage questions matter to you?” and a readable government-affiliation disclaimer. Keep all edges visible. Start with questions, not dollar promises. To advertise a specific MA benefit or cost, use the exact approved plan/year/service-area language and required insurer identification. Complete carrier review before use. Do not invent contact details or benefits. Return a draft image, caption and alt text for review. POST TO FACEBOOK OR NEXTDOOR Use these pictures and captions with your own company identity. Choose one helpful topic and keep the next step simple. Choose a picture and a matching caption from this page. Add your own company logo, agent name and verified business phone in ChatGPT or Canva. Use your professional Page, or a community group that permits business posts. Upload the picture, paste your personalized caption, and include your booking link if you want people to request an appointment. Preview the full image on your phone. Check spelling, contact details and required disclosures, then post after review. Open Nextdoor and use your approved company Business Page. Pick one of the neighborly captions below and add your own company details. Attach a picture with your own logo. Use a useful local message and an appropriate service area. Preview the post and follow the posting rules shown in your account. Respond helpfully to people who contact you. Move personal information to an approved private conversation. Start with one or two helpful posts each week. Use your own voice, honor requests to stop contact, and record permission through the agency’s approved process. A like or a public comment alone is not permission to call or text. These are educational drafts for review. Verify any plan-specific claim and required disclosure before publishing. Do not put Medicare numbers, medical details or client records into public posts or image prompts. Message Kenneth with your draft or a screenshot. We can help you choose a picture, personalize a caption or find the correct booking link. NEXTDOOR: MEET YOUR NEIGHBORS Local visibility, useful conversations Nextdoor can be a useful local channel alongside Facebook. Its Business Pages support free posts and messages from neighbors. Use helpful education and your correct individual booking link. Use the Nextdoor app or website and switch to your approved company Business Page. Use your own company name and logo. If you need help choosing or setting up a page, message Kenneth. Complete the business profile with truthful contact details, service area and the booking link for the correct agent. Only describe services you are licensed and authorized to provide. Choose one useful topic below. Start with one or two helpful posts each week as a team routine, subject to the platform and page rules; avoid repeating the same pitch. Open the matching picture ad, save it, and copy the caption. Replace every bracketed field and complete the applicable agency/carrier review. In the Business Page, open Content or Posts, choose Create Post, add the picture and caption, and preview it on your phone. Check the audience area and follow the controls available in your account. Reply helpfully to people who contact you. Move personal details to an approved private channel. A like or a general comment is not permission to call or text someone. When someone requests a conversation, share your Medicare booking link and record their permission through the agency’s approved process. Complete the required Scope of Appointment and other steps before a sales discussion. Track weekly: useful posts, inbound conversations, requested appointments and completed appointments. Improve the helpful topics; no post or app guarantees leads. Use the image named in each post. The first three match the picture ads immediately above. Pair with Medicare Conversation Hi neighbors! I’m [Agent name], a licensed insurance agent with [Company name], serving [City / service area]. If Medicare has left you with a list of questions, I’m happy to help you understand the basics and the coverage options I’m authorized to discuss. A good first conversation starts with what matters to you. Please keep Medicare numbers and medical details out of public comments. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. Pair with Medicare Questions Checklist Before choosing Medicare coverage, make a short list: • Are my doctors in the plan’s network, if it uses one? • How are my prescriptions covered at my pharmacy? • What could I pay beyond the monthly premium? The details matter, and they can vary by plan and year. Want help organizing your questions? You can request a private conversation. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. Pair with Turning 65 Next Steps Turning 65 soon? Medicare enrollment is automatic for some people; others need to sign up. Your timing can depend on your circumstances, including current coverage. Before making a change, learn which steps apply to you. I can help you organize questions and point you to official Medicare resources. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. Pair with Medicare Conversation Helping a parent or loved one understand Medicare? Start with their questions, their preferences and their permission. A simple list of doctors, medications and coverage concerns can make a requested conversation more productive. Please don’t share their personal or medical information in the comments. If they would like help, we can arrange a private conversation with the right authorization. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. Pair with Medicare Questions Checklist When your plan sends an Annual Notice of Change, set aside time to read it. Look at changes to costs, covered services, doctors and prescription coverage for the next plan year. Keep a list of questions rather than assuming your current benefits will stay the same. I’m available for requested conversations about the options I’m authorized to discuss. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. Pair with Medicare Conversation Neighbors in [City / service area]: you’re invited to a Medicare education session on [Date] at [Time and time zone] at [Location]. We’ll discuss basic coverage terms, questions to ask and where to find official information. This is an educational event; specific plans and enrollment applications will not be presented. For event details, contact [Agent name] at [Phone]. Hosted by [Company name]. Not affiliated with or endorsed by Medicare or any government agency. Pair with Medicare Questions Checklist A monthly premium is one part of the coverage picture. When comparing Medicare options, also ask about deductibles, copayments, coinsurance, networks and prescription coverage. The right questions can help you understand the tradeoffs. If you’d like a private conversation about options available in your area, you can request one below. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. Pair with Turning 65 Next Steps There is no need to have every Medicare term memorized before asking for help. Bring the questions that matter to you—how coverage works, when to take action, or how to compare options. I’m [Agent name] with [Company name], serving [City / service area]. You set the pace of the conversation. [Agent name] | [Company name] [Phone] Request a conversation: [Booking link] Not affiliated with or endorsed by Medicare or any government agency. For an educational event, keep the actual event educational and follow the current carrier/CMS event requirements. Do not add enrollment or plan-sales activity to the education invitation. YOUR ORIGINAL MEDICARE DESIGNS From your Canva library 12 designs, organized so you can find the right format quickly. These are reference previews of the original Canva drafts. 01 · Choose Use a square or landscape post for Facebook or Nextdoor. Choose a vertical version for Stories. 02 · Personalize Open Canva and make a copy before editing. Add your verified name, phone and booking link; complete the required review. 03 · Share Download a full-resolution PNG for a still post or MP4 for video. Pair it with a complete caption from this page. Preview images are not full-resolution ad downloads. Canva may ask you to sign in or request access. Ask Kenneth for access to the specific design if needed. The Medicare-card drafts require review under 42 CFR 422.2262(a)(1)(xvii); do not treat these as approved ads. 16-page campaign draft Shared draft — verify agency history, enrollment wording and every plan claim before adapting. Enrollment is automatic for some people; avoid blanket statements. July 23, 2026 · archived event Archived event — the date has passed. Create a new copy and update every event detail before reuse. 4:5 portrait Original draft — review before posting. Medicare-card imagery needs CMS authorization; replace it unless that authorization is documented. 4:5 portrait Original draft — review before posting. Medicare-card imagery needs CMS authorization; replace it unless that authorization is documented. Landscape feed post Original draft — review before posting. Medicare-card imagery needs CMS authorization; replace it unless that authorization is documented. Landscape feed post Original draft — review before posting. Medicare-card imagery needs CMS authorization; replace it unless that authorization is documented. Square feed post Original draft — review before posting. Medicare-card imagery needs CMS authorization; replace it unless that authorization is documented. Square feed post Original draft — review before posting. Medicare-card imagery needs CMS authorization; replace it unless that authorization is documented. Vertical Story Original draft — review before posting. Medicare-card imagery needs CMS authorization; replace it unless that authorization is documented. Vertical Story Original draft — review before posting. Medicare-card imagery needs CMS authorization; replace it unless that authorization is documented. Vertical video · still preview Original draft — review before posting. Medicare-card imagery needs CMS authorization; replace it unless that authorization is documented. Vertical video · still preview Original draft — review before posting. Medicare-card imagery needs CMS authorization; replace it unless that authorization is documented. DOWNLOAD & MAKE IT YOURS Generic team versions of the saved Victoria materials, plus new social graphics. Editable Word files and graphics are included in the complete ZIP kit. Team resource 17 editable slides for community groups, residents and families. Replace presenter placeholders before use. Team resource Two-page plain-language handout with coverage questions and official resources. Team resource A one-page introduction for a facility or community program coordinator. Team resource The full outreach plan, Facebook captions, scripts, tools and review guidance. Team resource Download every caption and outreach script as plain text. Team resource All presentation, PDF, Word, PNG, SVG and text files in one download. Edition: September 16, 2026. Educational drafts for agent customization and applicable agency/carrier review. Original Canva designs are indexed in the gallery above. The ZIP kit contains the separate generic team materials below. Pair with Facebook post 1. Use the complete personalized caption with its disclosure. Pair with Facebook post 4. Use the complete personalized caption with its disclosure. Pair with Facebook post 8. Use the complete personalized caption with its disclosure. 12 FACEBOOK POSTS Copy a caption, pair it with a graphic where shown, and use your approved professional Page or a group that permits it. Pair with the Medicare Questions graphic below. Hello, neighbors! I’m [Agent name], a licensed insurance agent with [Company name]. I share plain-language Medicare education so people know what questions to ask before making a coverage decision. Have a general Medicare question? You’re welcome to call me at [Phone]. Please keep personal health and insurance information out of public comments. Educational information. Not affiliated with or endorsed by Medicare or any government agency. Medicare’s letters can be confusing. A and B make up Original Medicare. Part C, also called Medicare Advantage, is another way to receive Medicare benefits through a private plan. Part D helps cover prescription drugs. Start with the basics, then look at your own doctors, medicines and budget. Official explanations are available at Medicare.gov. [Agent name] | [Company name] | [Phone] Educational information. Not affiliated with or endorsed by Medicare or any government agency. Medicare Supplement insurance, also called Medigap, and Medicare Advantage are different types of coverage. Medigap works with Original Medicare. Medicare Advantage is another way to receive Medicare benefits. Neither choice fits everyone. Ask how provider access, prescription coverage, premiums and other costs would work together for you. [Agent name] | [Company name] | [Phone] Educational information. Not affiliated with or endorsed by Medicare or any government agency. Pair with the Prepare Your Questions graphic below. A little preparation can make a Medicare conversation easier. Keep your doctor and specialist names, medicine names and preferred pharmacy handy for a private appointment. Write down what matters most to you and questions about total yearly costs. Please don’t post your Medicare number or medication list online. Use a secure, approved channel for personal details. [Agent name] | [Company name] | [Phone] Educational information. Not affiliated with or endorsed by Medicare or any government agency. A monthly premium is only one part of the cost picture. Before making a Medicare coverage choice, ask about deductibles, copays, prescriptions, provider access and possible yearly expenses. A useful question is: ‘What could this cost in a year when I need more care?’ Keep the answer alongside the benefits you value. [Agent name] | [Company name] | [Phone] Educational information. Not affiliated with or endorsed by Medicare or any government agency. Planning dental work? Ask whether the exact service is covered, whether your dentist participates, and whether waiting periods, payment limits or other conditions apply. Original Medicare generally does not cover routine dental services, with some medical-related exceptions. Dental coverage can vary, so a benefit headline is not the full answer. [Agent name] | [Company name] | [Phone] Educational information. Not affiliated with or endorsed by Medicare or any government agency. Helping someone understand Medicare? Ask which questions they want answered and whether they would like you involved. Keep their choices and privacy at the center of the conversation. A family relationship alone does not give someone authority to enroll another person. An agent should verify any needed authorization before acting. [Agent name] | [Company name] | [Phone] Educational information. Not affiliated with or endorsed by Medicare or any government agency. Pair with the Before A Change graphic below. Before changing Medicare coverage, ask: Can I keep the providers I use? How are my medicines covered? What could I pay? How would a change affect my current benefits? Check enrollment rights and effective dates before ending existing coverage. An extra benefit should not be the only reason for a decision. [Agent name] | [Company name] | [Phone] Educational information. Not affiliated with or endorsed by Medicare or any government agency. Medicare.gov offers explanations of coverage, plan comparison tools and official help. Your state SHIP program also provides free, impartial Medicare counseling; find it at shiphelp.org. It helps to compare reliable sources and write down questions before making a decision. [Agent name] | [Company name] | [Phone] Educational information. Not affiliated with or endorsed by Medicare or any government agency. Protect your Medicare information. If someone unexpectedly asks for your Medicare number or pressures you to act, pause and verify who you are speaking with using an official contact number. For Medicare questions, visit Medicare.gov or call 1-800-MEDICARE. Never post insurance cards or personal health details in a public comment. [Agent name] | [Company name] | [Phone] Educational information. Not affiliated with or endorsed by Medicare or any government agency. Which Medicare topic would be useful for a community education session: understanding the letters, preparing for a coverage conversation, or knowing which questions to ask? General topic suggestions are welcome. Please leave personal health, income and insurance information out of the comments. [Agent name] | [Company name] | [Phone] Educational information. Not affiliated with or endorsed by Medicare or any government agency. Know someone who has a Medicare question? You’re welcome to share this post or my business contact and let them decide whether to reach out. You do not need to send me their personal information. I’m [Agent name] with [Company name]. My business number is [Phone]. Educational information. Not affiliated with or endorsed by Medicare or any government agency. AD COPY & INVITATIONS Educational Facebook and Nextdoor templates to personalize with your own company details. Complete the required review before posting. Use only after a host confirms the event. Replace every bracketed field. Review any venue and carrier requirements before posting. Medicare, explained in plain language. Join an educational conversation about the basics and questions to ask before choosing coverage. No plan sales or enrollment during the session. [Date] · [Time and time zone] · [Location] Presenter: [Agent name], [Company name] · [Phone] Attendance is optional. No personal or insurance information is required to attend. Not affiliated with or endorsed by Medicare or any government agency. Pair with Prepare Your Questions. This copy has no specific plan or benefit claim. Paid placement still needs a separate platform and carrier review. A better Medicare conversation starts with good questions. Think about providers, prescriptions, total costs and what matters to you. Save our educational checklist for your next private coverage conversation. [Agent name] · [Company name] · [Phone] Educational information. Not affiliated with or endorsed by Medicare or any government agency. For public organization outreach. Do not claim the facility endorses the agency. Never imply residency creates special benefits or enrollment eligibility. Looking for a Medicare education topic for your community group? A plain-language session can help people understand the basics and prepare useful questions. Program directors may contact [Agent name], [Company name], at [Phone] to discuss an optional educational session. No plan sales or enrollment during the program. Not affiliated with or endorsed by Medicare or any government agency. FACILITY & NURSING-HOME SCRIPTS Use the director scripts for organization outreach. Individual resident conversations must be requested and private. Hello, my name is [Agent name]. I’m a licensed insurance agent with [Company name]. May I speak with the person who coordinates resident and family education? I offer a plain-language Medicare education session covering the basics, common coverage questions and official resources. It is optional, and we would not compare specific plans, take applications or collect private resident information during the session. Would that type of program be useful for your residents or families? [Pause.] Which topics, languages or accessibility needs should we consider? [Pause.] If you’re interested, I can send a short overview for your review. What is the best business email and who should review outside-presenter requests? There is no need to share resident names, phone numbers or medical information. Subject: Optional Medicare education for residents and families Hello [Director name], I’m [Agent name], a licensed insurance agent with [Company name]. I’m reaching out about an optional Medicare education session for your residents and families. The program explains basic coverage choices, questions to ask about costs and access, and official resources. It is educational: no specific plan recommendations or enrollment during the session. Attendees do not need to provide contact information or insurance cards. We can discuss a 30–45 minute session plus general questions, an accessible common room, large-print materials and language needs. Please let me know your outside-presenter process and whether you would like the program overview. I do not need any resident or patient lists. Thank you, [Agent name] [Company name] [Phone] Not affiliated with or endorsed by Medicare or any government agency. Hello [Director name], this is [Agent name], a licensed insurance agent with [Company name]. I’m calling about an optional Medicare education program for residents and families. It would be general education, with no plan enrollment during the session. If you coordinate these programs, my business number is [Phone]. Again, [Agent name] at [Phone]. Thank you. Thank you for joining us. I’m [Agent name], a licensed insurance agent with [Company name]. Today is an educational session about Medicare basics and questions you can ask. We will not recommend specific plans or enroll anyone today. You are welcome to listen without sharing your name, contact information or insurance card. Please keep personal health and financial details private. General questions are welcome. We are not affiliated with or endorsed by Medicare, the government or this host organization. What general Medicare topic would you like to understand better? [Pause. Do not ask for diagnoses, current insurer, income or Medicaid status.] I’m happy to explain the general issue. The answer for you could depend on your current coverage and needs, so let’s keep those details private. Medicare.gov or your state SHIP can help. You may also use my business contact to request a separate conversation if you choose. You do not need to make any decision today. [If the person later requests help, document that request and follow the required permission and Scope of Appointment process before discussing products.] Hello [Name], I’m [Agent name] with [Company name]. You requested a conversation about [requested topic]. Is this still a good time, and is there someone you would like involved? [Pause.] Before we discuss plan options, I’ll confirm your request, the topics you want to discuss, any required disclosures and Scope of Appointment, and any representative authority. You can decide not to continue at any time. With your permission, we’ll review the providers you need, your prescriptions and pharmacy, current coverage, costs and priorities. Living here does not by itself mean you qualify for a particular plan or enrollment period. We will verify those rules and the facility’s participation before considering a change. [Use the carrier-approved sales and enrollment process from this point. Do not enter a resident’s room without their prior invitation and facility permission. Do not infer incapacity or authority from age, diagnosis or a family member’s presence.] Thank you for your questions. Keep the handout and use the official resources whenever you need them. There is no obligation to change coverage or contact an agent. If you would like a separate conversation, you may choose to use the business contact provided. Before any change, check your providers, prescriptions, total costs and enrollment rights. Thank you to our host for providing space for education. Thanks for the question. I can share general information here, but please don’t post your Medicare number or health details. If you would like a personal conversation, you may call my business number, [Phone], or use the approved contact link on my profile. Medicare.gov and your state SHIP are also available. A REPEATABLE PLAN FOR FREE LEADS Earn requested conversations with useful education. No purchased lead list or ad budget is required. Use your professional Page and one or two local groups that allow business education. Read each group’s rules; ask an administrator about an educational post before posting if permission is required. Publish three useful posts per week. Rotate a basic explanation, a preparation checklist and an invitation to ask a general question. Pair posts 1, 4 and 8 with the matching graphics. Respond to public questions with general education. If someone wants personal help, invite them to call your business number or use the agency’s approved request form. Do not ask for their medication list in a comment. Do not scrape members, cold message commenters, buy lists or treat reactions as consent. If someone explicitly asks you to message them, respond within that request and obtain any additional permission needed before calling or texting. Save the approved post version and URL. At week’s end, count requested conversations and appointments; likes alone are not leads. Make a list of ten organizations in your licensed service area using their public websites: community centers, libraries, senior communities, faith organizations and caregiver groups. Use publicly listed business contacts, not resident directories. Call the activity or program director to offer an optional Medicare education session. Use the director script below. Ask about topic needs, accessibility, room availability and their outside-presenter policy. Send the generic director overview only after confirming the right contact. Describe the session accurately as educational. Do not offer per-enrollment payments or claim a partnership or endorsement that does not exist. Confirm the date, public invitation wording, interpreter/large-print needs and equipment in writing. Follow carrier event reporting and review requirements. Use a common room the facility approves, away from treatment areas. Let interested people initiate a separate request for help. The host should not disclose resident or patient lists, diagnoses or insurance information. Do not request income or Medicaid profiles to select an audience. Start with a 30–45 minute session plus general questions. Use the community slides, participant handout and director overview. Replace presenter fields before use. Our recommended agency format keeps plan quotes, applications, SOA collection and appointment booking outside the educational session. This is a stricter operating choice, not a claim that current CMS rules prohibit every voluntary contact card or SOA at every educational event. Open with the educational purpose, optional participation and privacy reminder. Explain Original Medicare, Part C, Medigap and Part D without recommending a specific plan. Answer personal scenarios privately at a later beneficiary-requested appointment. Offer a business card and official resources. Do not make a sign-in, gift, contact details or enrollment a condition of attendance. No meals or giveaways are needed for this free-marketing plan. Afterward, thank the organizer at their business contact, record attendance totals without beneficiary details, and ask which general topic would help next time. Attendance is not a follow-up permission list. At the end of a good service conversation, offer a business card or public educational post the person may share. Ask them to let their friend decide whether to contact you. Use: ‘If someone you know has a Medicare question, you’re welcome to share my business contact. Please let them reach out when they’re ready; you don’t need to give me their phone number.’ Do not call a referred person merely because a friend supplied their number. Do not pay for Medicare referrals or create a referral reward program without a separate compliance review. Track the source only after a person contacts you or provides valid permission. Thank a referrer without confirming a beneficiary’s coverage, health or enrollment information. If your business qualifies, claim or maintain an accurate Google Business Profile. Check eligibility before creating an individual practitioner profile; do not create duplicate profiles or use a false office address. Keep your business name, phone, service area, website and hours accurate. Use a real professional photo. Add educational updates and a clear path to your approved contact page. Ask clients neutrally for an honest review of service. Do not offer gifts, screen for only happy clients, write their review or ask them to disclose medical or enrollment details. In a public reply, thank the reviewer without confirming they are a client or discussing their coverage. Use profile performance and source counts to learn which information helps people find you. Record a 30–60 second video explaining one term using the post copy. Use clear audio, captions and large text. Avoid beneficiary stories, screenshots of records and invented savings examples. Share the public video on your permitted channels with your real identity and the complete disclosure. Do not imply affiliation with Medicare or display government or carrier marks without permission. For email, use the agency’s approved permission-based list and unsubscribe process. A facility’s resident directory, purchased file or scraped group is not your newsletter list. Answer requested questions promptly and honor opt-outs in your records. Keep automated campaigns off until contact permissions, disclosures and applicable communication rules have been checked. Verify your contact details and licensed states. Choose two channels. Personalize three posts. Identify ten public organization contacts and request one education conversation. Publish three educational posts. Contact up to five organization business contacts within their policies. Practice the director script. Follow up only on permissioned requests. Arrange or deliver one approved educational session if a host is available. Share the participant guide. Publish three posts and one short educational video. Publish the remaining three posts. Review which sources generated requested conversations. Keep the two best activities. Schedule the next education topic with a willing host. Each Friday record aggregate counts: posts published; organization conversations; educational sessions; inbound requests; valid permission records; appointments completed; applications; and actual expenses. Do not put personal lead details in a shared marketing tracker. Aim for a consistent routine, not a promised number of enrollments. TOOLS & PUBLISHING GUIDELINES Keep your contact details, permissions and materials current. Eligible businesses can claim or add a profile at no charge. Keep accurate contact details and use public educational updates. Confirm practitioner and address eligibility before creating a profile. Use your existing professional Page to publish the supplied captions and track responses. Where scheduling is available in your account, arrange three organic posts per week. A paid boost is optional and outside this free plan. Use your current account to customize approved designs. Keep masters separate from agent copies. Export social images and print PDFs; check whether an asset or export requires payment before using it. Do not upload beneficiary information. Use official coverage explanations and Plan Compare to verify information. Link to official resources; do not imply your agency is part of Medicare. Find free, impartial Medicare counseling for a resident’s state. This is a beneficiary resource, not a prospect list or agency endorsement. Use the approved private contact record for permission evidence, requested topics, appointments and opt-outs. Existing software or phone charges may apply. Do not use Discord as a beneficiary database. These are generic educational drafts, not CMS-approved or carrier-approved advertisements. Do not add specific plan benefits, premiums, savings, carrier logos or testimonials without the required review and substantiation. Use the applicable current TPMO disclosure and verified local organization/plan counts wherever required. The short educational disclaimer here does not replace a mandatory TPMO disclaimer. Do not copy another agent’s counts or use placeholders in a public ad. Confirm permission before an outbound call, text or direct message, and follow channel-specific and state rules. Attendance, a referral name and a social reaction are not permission. Honor opt-outs promptly. For facilities, obtain host permission and a beneficiary’s request for a private appointment. Keep marketing away from treatment areas; do not solicit residents door to door. Do not obtain patient lists or use staff as enrollment recruiters. Check each person’s actual enrollment eligibility, service area, carrier appointment, providers and medications. A nursing-home address does not automatically establish I-SNP eligibility, a special enrollment period or coverage of residential costs. Use the approved recording, consent, Scope of Appointment and record-retention workflow for individual sales conversations. Keep medical details and lead records in approved systems. Before publishing, confirm the actual presenter, phone, event date, location and language; remove placeholders; include needed disclosures; proofread the mobile image; verify any QR code or link; record approval and version. Use the agent portal’s Marketing tab as the current index of materials. Bookmark the Marketing link and download the current edition there. Keep contracts and personal lead data out of the marketing materials. In Canva, organize masters into Medicare education, Social posts, Facility outreach, and Retired. Agents should duplicate a master before editing their own contact details. Give edit access only where needed; keep retired benefit or year-specific designs out of the active set. An owner should review each design and record its title, source, permitted use, state/plan/year if applicable, approval date and current file link. Generic education belongs in the shared kit; plan-specific ads require their own approval and expiration controls. To add a Canva design manually: open the master, create an agent copy, personalize it, obtain needed review, export the image or PDF, and give the approved export and source link to the portal administrator. A shared link is not automatic synchronization; new exports must replace or version the published asset. This edition contains generic social materials and adaptations of the saved Victoria presentation and handouts. Original Canva designs are linked in the portal gallery; they remain drafts until reviewed for their actual use. Rules checked September 16, 2026. Recheck current requirements and carrier procedures before use. CMS beneficiary contact and educational events CMS healthcare settings CMS agent and TPMO obligations HHS marketing and health information Medicare coverage choices Medicare dental coverage Medicare long-term care Medigap purchase rights