Pair with the Medicare Questions graphic below.

Pair with the Prepare Your Questions graphic below.

Pair with the Before A Change graphic below.

1. 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.
2. 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.
3. 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.
4. Open the matching picture ad, save it, and copy the caption. Replace every bracketed field and complete the applicable agency/carrier review.
5. 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.
6. 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.
7. 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.
8. Track weekly: useful posts, inbound conversations, requested appointments and completed appointments. Improve the helpful topics; no post or app guarantees leads.

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.

Caption

Picture prompt

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.

Caption

Picture prompt

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.

Caption

Picture prompt

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.

Caption

Picture prompt

Use only after a host confirms the event. Replace every bracketed field. Review any venue and carrier requirements before posting.

Pair with Prepare Your Questions. This copy has no specific plan or benefit claim. Paid placement still needs a separate platform and carrier review.

For public organization outreach. Do not claim the facility endorses the agency. Never imply residency creates special benefits or enrollment eligibility.

1. Fill in your name, company, business phone, service area and booking link in “Personalize your copy” above.
2. 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.
3. 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.
4. 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.
5. 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.

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.

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.

1. 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.
2. 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.
3. 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.
4. 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.
5. Save the approved post version and URL. At week’s end, count requested conversations and appointments; likes alone are not leads.

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.

1. Start with a 30–45 minute session plus general questions. Use the community slides, participant handout and director overview. Replace presenter fields before use.
2. 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.
3. 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.
4. 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.
5. 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.

1. 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.
2. 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.’
3. 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.
4. 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.

1. 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.
2. 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.
3. 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.
4. 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.

1. 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.
2. 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.
3. 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.
4. 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.