As more Americans reach retirement age, many need help understanding Medicare and related coverage. Agents who specialize in this area guide clients through some of their most important decisions.
What the work involves
- Explaining Medicare options in plain language
- Comparing plans based on a client's doctors, prescriptions and budget
- Helping clients enroll during the right enrollment periods
- Reviewing coverage each year as plans and needs change
The license you need
In Ohio, Medicare-related plans fall under a Life, Health & Accident license. Most insurance companies also require agents to complete annual Medicare training and certification before selling their plans, and there are federal rules about how plans can be marketed.
Start with your Life, Health & Accident license. Classes are live streamed over five weekends.
See classes & scheduleWho it suits
This path suits patient, caring people who enjoy explaining details and building long-term relationships. Community events — like education sessions at senior centers — are a common way to meet clients.
Read more: Property & Casualty vs. Life, Health & Accident: which license first?