🩺 Medicare & Final Expense Call Playbook
Run profitable, compliant Medicare and final expense call campaigns: how the products and seasons work, CMS marketing rules for 2027, traffic that converts, call flows, buffers and payouts, and quality control.
What you will be able to do
- Explain Medicare Advantage, Supplements, Part D and final expense in plain words
- Plan campaigns around AEP, OEP and special enrollment periods
- Apply the CMS TPMO rules for 2027: disclaimer, Scope of Appointment, call recording
- Build compliant ads, IVR and transfer flows that buyers accept
- Read buffers, payouts and conversion data to scale profitably
Medicare and final expense are among the largest pay-per-call verticals — and among the most regulated. Buyers pay well for calls that convert and drop publishers who cut corners. This playbook shows how the market works and how to build campaigns that are profitable and compliant.
This course is general education, not legal or compliance advice. Always follow your buyer’s requirements and current CMS and state rules.
Course content
📝 Test your learning
Take a short pre-test before you start, then a 10-question final exam at the end (pass mark 70%). Passing unlocks your certificate — and shows exactly how much you improved.