Every Medicare conversation is actually a retirement conversation.
We train independent Medicare, health, and life agents to have it — and to grow a bigger practice.
Cross-Selling Conversations
A live, 90-minute training session for licensed Medicare, health, and life agents. No fluff, no pressure — just the conversation that turns a Medicare client into a whole-practice relationship.
The discovery conversation
The core skill: asking, not answering. How to surface what a client actually needs.
Reading your book
Your existing Medicare clients as the practice ground — where the retirement opportunities already are.
The handoff
Connecting a client on to the next conversation without losing the relationship.
Case review
Real conversations and peer critique — so the skill actually sticks.
Two ways advisors grow with SRO
The training points somewhere. These are the directions advisors build toward, matched to what they’re licensed for.
Retirement Discovery Specialist
For life & health agents. Learn to spot and open the retirement conversation inside your Medicare book — no securities registration required.
Start here →Retirement Coach
The advanced path for securities-registered advisors ready to run the full retirement-planning conversation.
Grow into it →A Retirement Discovery Specialist certificate-of-completion program is in development — it recognizes completion of a course of study, is not a professional designation, and is not yet open for enrollment.
Cross-Selling Conversations
A live, 90-minute training session for licensed Medicare, health, and life agents. Every Medicare conversation is actually a retirement conversation — we show you how to have it.
Form not loading? Open the registration in a new tab →
Learn to see more.
Live · 90 minutes · free for advisors.