Plan Materials
Plan detail information can be found within the Need a Plan/Shop for Plans sections of the health plan's website. Please refer to the Medicare Health Plan Reference Guide for a listing of our health plan website addresses.
Note: Sales materials are available for download and/or ordering in CustomPoint through your Single Sign-On Portal!
Sales Presentations and Sales Videos!
Download and utilize the following sales presentations to ensure you are reviewing all the necessary information to conduct a compliant appointment with the beneficiary. The sales videos are great tools to help streamline the selling process.
Note: Presentations that use Third-Party Marketing Organization (TPMO) disclaimers have fillable fields on the last page of the presentation. Per CMS, TPMOs are required to populate the information before using the presentation.
If a TPMO does not sell for all MA organizations in the service area the disclaimer consists of the statement:
We do not offer every plan available in your area. Currently we represent [insert number of organizations] organizations which offer [insert number of plans] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.
If the TPMO sells for all MA organizations in the service area the disclaimer consists of the statement:
Currently we represent [insert number of organizations] organizations which offer [insert number of plans] products in your area. You can always contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program for help with plan choices.
TPMO Sales Presentations
- 2025 Wellcare CCP - TPMO all MA organizations – National – English (PDF)
- 2025 Wellcare CCP - TPMO not all MA organizations – National – English (PDF)
- 2025 Wellcare CCP - TPMO all MA organizations – WA DSNP – English (PDF)
- 2025 Wellcare CCP - TPMO not all MA organizations – WA DSNP – English (PDF)
- 2025 Wellcare PDP - TPMO all MA organizations – National – English (PDF)
- 2025 Wellcare PDP - TPMO not all MA organizations – National – English (PDF)
Sales Presentations
- 2025 Wellcare CCP – National – English (PDF)
- 2025 Wellcare CCP – WA DSNP – English (PDF)
- 2025 Wellcare PDP – National – English (PDF)
