Assessing Needs to Recommend a Plan
Learning to Sell | Lesson 1


There are many options when it comes to Medicare coverage.

Should your client stick with Original Medicare?

Should they add a Medicare Supplement to cover out-of-pocket expenses?

What about Medicare Advantage?

As an insurance advisor, you play a crucial role in helping your clients navigate the Medicare space to find the right plan for them.

Hi, I’m Boden Clouse.

Welcome to Knight School!

While you have an important responsibility to your clients, you may be asking yourself, “what are the factors that go into choosing the right plan?”

Through this module, we’ll discuss the items you’ll want to consider with your clients when finding the right plan type for them.

One note before we get started, this module is designed to help you decide on a plan type for your client, like Medicare Supplement versus Medicare Advantage.

In later modules, we’ll dig deeper into these plan types to help you find the specific plan that is right for your client.

We’ve got a lot to cover, so let’s get started!

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