Personalized Marketing Materials

View and download each material.

By downloading and using these IFG generic pieces you may only add the required information, agree not to manipulate or alter the marketing materials in any way, and must not change or modify the locked content, as it is approved and meets CMS guidelines. Based on your knowledge, information, and belief, you further attest that the material is complete, accurate, and truthful. You attest that the use of the requested material will be compliant and adheres to the Code of Federal Regulations, as well as any additional sub-regulatory guidance provided by CMS.

Instructions for Creating Personalized Marketing Materials

Review the marketing materials below.

To select a piece, click the Download link. It will open in your browser.

Click Save to download the file to your computer.

Open the saved file using a PDF app (such as Adobe Acrobat) rather than in a browser.

Personalize the highlighted fields with your name, phone number, and email.

Instructions Sheet 2026

How to Add Your Photo and Agency Logo

Click the image areas on the piece.

Use Browse to select and upload each image.

Click OK to insert them.

Save the updated file to your computer.

When you're ready to use it, click File > Print.

In the Printer dropdown, select Save as PDF.

Click Save and save the final file to your computer.

You're done! Your personalized marketing piece is ready to use.

Medicare 101 Presentation 2026

MULTIPLAN_GEN_T65_PPT101_2026

Medicare 101 for Veterans Presentation 2026

MEDCRE101_VETS_PRESENT_2026

Medicare 101 Brochure 2026

MEDCRE_101_BROCH1_2026

Scope of Appointment 2026

MULTIPLAN_CC_IFGSOA_PY26_C

Turning 65 Letter 2026

MULTIPLAN_IFG_T65_L1_YR_2026

T65 2026 Scenario Planner

MULTIPLAN_IFG_T65_2026_SCENFLY

New Member Flyer 2026

MULTIPLAN_NEW_MMBR_FLY1_2026

Agency of Record Letter to the Customer 2026

MULTIPLAN_AOR_LTR1_YR_2026

Happy Birthday Card 2026

IFG_GEN_HPYBDAY_CARD_YR_2026

Thank You Card 2026

IFG_GEN_THKY_CARD_YR_2026

Sympathy Card 2026

IFG_GEN_SYMP_CARD_YR_2026

T65 Postcard 1 2026

Multiplan_IFG_T65_PC1_2026_C_Final

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We work with the following companies as an independent broker: Aetna Inc., HealthSpring℠, Humana Inc., UnitedHealthcare®, Wellcare Health Plans, Inc., and Devoted.

A non-government entity powered by Innovative Financial Partners, LLC, a health insurance agency. We do not offer every plan available in your area. Currently we represent 6 carrier organizations which offer 2,352 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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888-241-1470

888-241-1470