You already know what to listen for.
This is where you learn what to do with it.

A training program for Medicare advisors who want to stop leaving the rest of the conversation on the table.

Most advisors hear it. The old 401(k). The retirement date. The story about a parent’s nursing home. And then the conversation moves on, because nobody ever taught them what comes next.

Telling you to cross-sell isn’t training. This is training.

What we’re actually teaching

We’re not turning you into a financial advisor. We’re not asking you to learn products you don’t sell or give advice you aren’t licensed to give.

We’re teaching you to build real rapport, ask better questions, hear what a client is telling you underneath the words, bring the team in without losing the relationship, and get comfortable asking for the statement — the step that turns a good conversation into a real next one.

You don’t need every answer. You need to know what to listen for, what to ask next, and when to bring in the team.

Built around doing it, not sitting through it

This isn’t a class you sit through. You’ll learn a piece, go use it with real clients, and come back to work through what actually happened — what landed, what didn’t, what they said that you weren’t expecting.

Live only. Nothing recorded, nothing distributed. What gets said in the room stays in the room, which is what makes the room worth being in.

What you leave able to do

By the end, you can walk into the same Medicare appointment you already have and run it differently.

Position yourselfCreate permission to talk about more than Medicare.

Ask better questionsUncover the retirement needs that used to walk out the door.

Bring in the teamMove the conversation forward without stepping outside your lane.

Create the next stepThe statement, the meeting, and a real next conversation.

You keep doing Medicare. You stop letting the rest of retirement walk out the door.

You don’t do it alone

Knowing when to bring in a Retirement Coach isn’t something you unlock at the end. It’s part of what we’re teaching, and you’ll be working alongside a Coach while you learn it.

You keep the relationship. The client gets the expertise.

And it doesn’t stop when the sessions do. Your group keeps an ongoing chat, so a stuck conversation on a Tuesday has somewhere to go. Real cases, role play, what clients are actually saying, what’s working and what isn’t.

This isn’t a course you finish. It’s a way of working you join.

Small on purpose

The first group is small so the room can actually be coached.

That’s not scarcity marketing. You cannot work a real case with eighty people on a call, and we’re not interested in running a webinar you half-watch with your email open.

No charge for contracted advisors.

Is this you?

You’re a good Medicare advisor. Your clients trust you. You’ve been hearing these openings for years and letting them pass because you weren’t sure what to do with them — and you’re looking to change how your next appointment goes.

And if you’re quietly thinking this probably isn’t for you:

“My clients don’t have money.”Somebody with $250,000 in a 401(k) and nobody to call is exactly who this is built for.

“My book is too small.”It isn’t about how many clients you have. It’s about what you do in the appointments you already have.

“I don’t have the time.”It runs after AEP, on purpose.

What happens when you save your spot

Saving your spot starts a conversation

It doesn’t guarantee a place, and you aren’t committing to anything except a conversation.

01 · Save your spotStart the conversation.
02 · Tell us how you workWe ask about your practice, your clients, and what has held you back.
03 · We build the groupThe first group is put together deliberately, so the room can be coached.

The first RDS Core group starts Q1 2027. No charge for contracted advisors.

Form not loading? Open it in a new tab

You already know what to listen for.This is where you learn what to do with it.