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 — T65 welcome + roadmap
First written touch after the intro call.
Reciprocity through education. You give first (the roadmap), and they reciprocate with attention and trust.
Within 24 hours of your first T65 conversation.
Subject: Your Medicare roadmap — what to expect
Hi {{client_first}},
Great talking earlier. As promised, here's the simple roadmap so nothing sneaks up on you:
1. ~90 days before your 65th birthday — Initial Enrollment Period opens. This is your window for Part A and B.
2. We'll decide together: Original Medicare + Supplement (Medigap) + Part D, OR a Medicare Advantage plan.
3. I'll pull the actual plans in your ZIP, with your doctors and prescriptions plugged in.
4. Once you decide, I handle the paperwork. Coverage starts the first day of your birthday month.
No homework needed before our appointment. Just bring a list of your prescriptions and the doctors you want to keep.
Talk {{appt_day}},
{{agent_name}}Placeholders to replace
{{client_first}}— Client's first name{{agent_name}}— Your full name
- Required disclaimer when not representing all plans in the area: 'We do not offer every plan available in your area. Currently we represent [#] organizations which offer [#] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local SHIP to get information on all of your options.'
Inspiration & starting point only. Verify against your carrier, state, and current CMS rules before use. See our disclaimers.
Sources
Reviewed Jul 15, 2026 · GoAEP editorial- 42 CFR §422.2267
Required materials and disclaimers, including the multi-plan disclaimer language.
- 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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