CRUSH AEP
THE MASSIVE ACTION BLUEPRINT
Retention. Growth. Explosive results.
Four agents who are still actually in the field — not retired, not theorizing — take you through the exact plan for the next eight weeks. Before the gun goes off, not after.
2 hours live · Replay included · Refund if you can't make it
October 15 does not care whether you're ready.
Here's how it goes most years.
You know AEP is coming. You've known since January. And somewhere around the first week of October it stops being a date on the calendar and becomes a wall coming at you at sixty miles an hour.
So you do what everybody does. You wing it. You take whatever comes in. You spend eight weeks reacting instead of executing. And on December 8th you sit down, look at the number, and think — I could have done twice that if I'd had a plan.
Then you tell yourself next year will be different. And next September, you're right back here.
The agents who win AEP don't work harder in November. They decided in September.
Four operators. Two hours. One plan you actually leave with.
This isn't a webinar where somebody reads slides at you and pitches a $2,000 course at the end. You're going to build your own number, live, on a worksheet we hand you — then walk out with the specific daily activity that gets you there.
You'll walk out with:
- Your hard number, reverse-engineered. Not "as much as I can get" — that's a target you can't aim at. Apps → appointments → leads → what you do Monday morning. On paper. Yours.
- A retention plan for the book you already have. The cheapest AEP you will ever run is the one where nobody leaves.
- The referral and warm-market moves that still work in 2026 — offices, nonprofits, and the people already sitting in your CRM.
- How to size and stack the cross-sell so a second and third product fits the client instead of torching the relationship.
- The leverage stack. Systems, automation and AI that replace the mundane and the repetitive — so the part only you can do is the part you spend your day on.
- A massive action plan for the next ten minutes. Not the next 90 days. Ten minutes. That's the only plan that ever gets executed.
Who's teaching
JOSHUA YOUNGS
Legacy Peace of Mind · The Medicare Machine
21 years in. 655 personal applications in a single AEP — while taking 14 days off. Now inverting his own goal on purpose: under 400 personal apps, and pushing 250 each onto his team. He'll show you both sides — how to write the volume, and how to stop being the bottleneck.
KEVIN ROHDE
Top Medicare Broker
The retention guy. Kevin's block is the one most agents skip and then pay for in January — how to hold a book, work the Oct 1–14 window, and stop losing clients you already earned.
TYLYR TINGUE
TNT Retirement Solutions
Referral partners and warm market. Twenty-plus years of building relationships that send business without an ad budget attached.
FILIP LUNDSTEDT
ProCare Consulting · Tampa, FL
Diversification and the cross-sell. How life insurance funds the health business instead of competing with it — and how to size a package of protection a client actually keeps.
This is for you if:
- You're a licensed agent with an AEP in front of you and no written plan behind it
- You wrote apps last year and know you left business on the table
- You're brand new and want a system instead of a scramble
- You're doing fine and you're tired of fine
Don't buy a ticket if:
- You want a magic lead source. There isn't one, and we won't pretend.
- You want to be sold a plan by somebody who hasn't written an app since 2019.
- You aren't willing to write down a number and be held to it.
Pick your seat
Both tickets include the live workshop and the replay.
GENERAL ADMISSION
- Live 2-hour workshop, September 23
- 30-day replay access
- The AEP Massive Action Plan worksheet
- The four-presenter resource pack
VIP COMMAND CENTER
- Everything in General Admission
- Lifetime replay access
- 45-minute VIP-only hot seat right after the workshop — cameras on, all four of us, your business on the table
- The AEP Toolkit: reverse-math calculator · 90-day massive-action prompt pack · retention call script · referral-partner one-pager · cross-sell sizing sheet
- 30-day private group thread with all four presenters, through the first three weeks of AEP
Why only 50? Because a hot seat with 200 people in it isn't a hot seat, it's a second webinar. When the 50 are gone, they're gone.
Can't make it live? You get your money back.
Email us 24 hours before and we'll refund you 100%, no questions asked. After that the seat is yours — and so is the replay. We'll make sure you get it either way.
Questions
Is this live or pre-recorded?
Live. All four of us, in the room, taking your questions. People can always tell the difference, so we don't play that game.
What if I can't make 10:00 AM Mountain?
Register anyway. Every ticket includes the replay, and it goes out the same afternoon.
Is this a pitch for an FMO contract?
No. It's a workshop, and it's priced like one. If you like how we think and you want to talk after, the door's open — but nothing in these two hours is contingent on it.
I'm brand new / not contracted yet. Should I come?
Yes. Half of what's wrong with a new agent's first AEP is that nobody handed them a plan.
Can my team come?
Use code TEAM3 for 20% off three or more seats.
Do I need anything for the workshop?
A pen, the worksheet we email you, and your number from last AEP. That's it.
AEP starts October 15.
Your plan starts Wednesday.
Legacy Peace of Mind, Inc. & Medicare Machine Factory, LLC. This is agent education only. Results described are the presenters' own past results and are not a promise, guarantee or projection of your results. Nothing on this page is directed at Medicare beneficiaries. Not affiliated with or endorsed by Medicare, CMS or any government agency.