Day 7: Why a Simple Checklist Might Be Your Best Marketing Tool
Most agents overthink their marketing.
They dream about slick videos, big ad campaigns, or websites that look like they cost a fortune. And then they get paralyzed—stuck doing nothing at all.
Here’s the truth: sometimes the most powerful Medicare marketing tool is just… a checklist.
What Works
Lead magnets are free resources you give in exchange for an email address. They’re simple, useful, and they position you as the guide. An expert in your field.
Examples that work every time:
“Medicare AEP Survival Guide 2025” – a short PDF that explains the key dates and decisions.
“Checklist: What to Bring to Your Medicare Meeting” – a one-pager seniors can print and carry with them.
These aren’t fancy. They’re not complicated. But they solve a problem seniors actually have: “Where do I even start?”
Why It’s Compliant
Because you’re not steering someone toward a carrier or plan. You’re giving them general, educational value. And CMS likes education.
Just remember to include the standard disclaimer at the bottom. That way you’re covered, and your marketing stays above board.
The Trust Signals at Work
Cognitive fluency: A one-page checklist is easy to read and easy to use. Seniors trust what feels simple.
Specificity: “Medicare AEP Survival Guide 2025” feels real and relevant. “Free guide” feels generic.
Vulnerability: Say what’s true—“I know this process can feel overwhelming, so I made a checklist to make it easier.” That honesty builds connection.
Bottom Line
Lead magnets don’t just capture email addresses. They start relationships. And when you’re in the Medicare business, trust is everything.
