From First Call to Sale: A Guide to Understanding Medicare Clients Needs

Friday May 16, 2025 12:00 PM | (UTC-07:00) Pacific Time

Approved CE Course ID: 28095

Course Type: Life & Health

Course Credit: 1 Hour

This course provides a comprehensive overview of Medicare basics, effective communication strategies, and how to assess client needs. Participants will learn how to navigate Medicare's components (Parts A, B, C, D, and Medigap), ask the right questions to determine eligibility, and establish trust with clients by balancing compliance with clarity. By the end of the course, attendees will be equipped to confidently guide clients through their Medicare options while fostering strong relationships.

About Our Presenter, Aliana Rushing 

Aliana Rushing, your friendly neighborhood Medicare health insurance agent with a passion for sharing knowledge. By day, Aliana is the go-to person for navigating the intricacies of Medicare, always ready with a smile to help clients find the perfect plan.

She began her work at Senior Insurance Agency in 2016 and became a licensed insurance agent in 2018. Outside of her client interactions, Aliana has been an active member of NABIP, serving on both local and state boards since 2019.

Aliana’s greatest passion in the insurance industry is following an education - first approach, advocating for clients and other agents, and just simply “doing the right thing”.

Beyond her professional life, Aliana is married and has two sons, she enjoys playing the piano, and is learning to play the harp.