Training material only. Not marketing material and not for consumer distribution. Scripts are starting points to adapt to your carrier, state, and current CMS rules — not verbatim consumer-facing copy. Not legal, compliance, or enrollment advice. Always defer to current CMS guidance, your FMO's compliance team, and your carrier certifications. See disclaimers.
Email — dental & vision add-on
Cross-sell stand-alone dental without the hard pitch.
Loss aversion. Frame around what they're already paying out-of-pocket — not what the policy costs.
30-60 days post-enrollment, or anytime client mentions a dental bill.
Subject: Quick one — dental
{{client_first}}, you mentioned the dental work bill last time we talked. I have two clients this month who used a stand-alone dental plan I write to cover ~$1,500-$2,000 of work for around $35/month.
If you want me to run the numbers for your situation, just reply YES and I'll send a one-pager. No call needed.
{{agent_name}}Placeholders to replace
{{client_first}}— Client's first name{{agent_name}}— Your full name
Sources
Reviewed Jul 15, 2026 · GoAEP editorial- CMS Medicare Communications & Marketing Guidelines
Master CMS guide for MA and Part D communications and marketing.
- 42 CFR §422.2260 – §422.2274
MA marketing standards (Subpart V).
Not marketing material. Not for consumer distribution. CMS rules evolve — verify against current guidance before use.
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