Agent Training
This training is for PEAK Health Advisors agents only. Enter the access password to continue.
Incorrect password. Try again.
This training is for PEAK Health Advisors agents only. Enter the access password to continue.
Thirty-one lessons, self-paced. Complete them in order for a full course, or jump straight to whichever one you need — each lesson stands on its own. Progress is saved automatically on this device.
The non-negotiables. Four situations where you stop and walk away — read this before you ever pick up the phone.
Core product knowledge, plus the timing rules for when a client can actually make a change. Good starting point for anyone new to Medicare, or a quick refresher before a call.
What Parts A, B, C, and D each cover, and what they cost in 2026.
03✓The structural trade-off every client is really choosing between.
04✓Supplement or replace — the other decision every Original Medicare client is making.
05✓The honest case — benefits and trade-offs, side by side.
06✓HMO, PPO, HMO-POS, and where Special Needs Plans fit in.
07✓When a client can actually enroll or switch — including the dual-eligible SEPs.
The heart of the library — from the decision-making that turns product knowledge into the right recommendation (full C-SNP / D-SNP / MAPD vs. MA-only depth included) through the sales skills that make that recommendation land. Learn WHY a client is considering a change, WHAT matters most to them, WHICH differences actually matter, and HOW to explain the real-life impact — without ever manufacturing a reason to switch, or missing when staying put is the right call.
The decision path from a Discovery answer to a plan recommendation.
09 · Flagship✓D-SNP and C-SNP — who qualifies, how to verify it, and when it’s actually the better plan.
10✓When a client should keep drug coverage elsewhere instead of bundling it in.
11✓Five real client situations — work them yourself, then check the reasoning.
Benefits are just numbers until the client understands what they could mean for them.
13✓You don’t need a plan that’s better at everything — find what matters to this client.
14✓Plan history tells a story — learn to read what actually changed, and why.
15✓Neither is automatically better — sell the reason the network fits this client.
16✓Small differences matter when the client actually uses the service often.
17✓What to do when a client pushes back on cost — without getting defensive.
18✓Let the client sell themselves — the strongest reason to change is often theirs.
19✓A premium reduction, explained accurately — not unrestricted bonus money.
20✓Find the real underlying need instead of promising a benefit you haven’t verified.
Great medical benefits can hide a drug-coverage problem — verify before you recommend.
22✓An exception is a process, not a promise — the correct steps before you conclude anything.
23 · Flagship✓“No Better Plan” should be a conclusion, not an assumption. Never manufacture a reason to switch.
24✓Building a future opportunity when there’s no plan change to make today.
25✓Today’s no can become tomorrow’s opportunity — if you build the follow-up.
26✓Explain the legitimate difference, ask if it matters, and let the client decide.
An interactive, section-by-section checklist to run before you say “no better plan.”
28 · Tool✓Six real situations from live coaching calls — think it through, then reveal the reasoning.
29 · Tool✓Ten questions covering the full module — 80% or higher to pass, every answer explained.
A full assessment and a one-page refresher — the pages agents come back to most before a call.