---
title: "Welcome to Medicare Seminars: Event Marketing Guide for Agents"
description: "Medicare seminars are the highest-converting lead source for T65 prospects. Here's how to plan, promote, and follow up on educational events."
url: https://unlockedcrm.ai/blog/welcome-to-medicare-seminars-event-marketing
canonical: https://unlockedcrm.ai/blog/welcome-to-medicare-seminars-event-marketing
category: "marketing"
published: 2026-03-02
author: "unLocked CRM Team"
source: unLocked CRM — AI CRM for insurance agents
---

# Welcome to Medicare Seminars: Event Marketing Guide for Agents

<p class="lead">"Welcome to Medicare" seminars remain the gold standard for T65 conversion. Agents who host monthly educational events convert T65 prospects at 40–60% — far exceeding any digital channel. The key is combining in-person trust-building with CRM-powered follow-up.</p>

<div data-ai-block="definitive-answer"><h2>The Short Answer</h2><p>Host monthly "Welcome to Medicare" seminars at <strong>libraries, restaurants, or community centers</strong> for people approaching 65. Keep events <strong>educational, not salesy</strong> (CMS requires this). Promote via direct mail, Facebook ads, and community partnerships. Follow up within 24 hours using your CRM's automated sequence. Expect <strong>40–60% of attendees to schedule appointments</strong>.</p></div>

<h2>Event Planning</h2>
<h3>Venue Selection</h3>
<ul>
<li><strong>Libraries</strong> — Free, trusted, good parking, community rooms available</li>
<li><strong>Restaurants</strong> — Lunch seminars feel premium; $10–$15/person for food</li>
<li><strong>Community centers</strong> — Low cost, accessible, familiar to the demographic</li>
<li><strong>Virtual (Zoom)</strong> — Lower conversion but broader reach; good for rural areas</li>
</ul>

<h3>Content Structure (60–90 minutes)</h3>
<ol>
<li><strong>Welcome & introduction</strong> (5 min) — Who you are and what you'll cover</li>
<li><strong>Medicare basics</strong> (20 min) — Parts A, B, C, D explained simply</li>
<li><strong>Coverage options</strong> (20 min) — MA vs. Supplement comparison</li>
<li><strong>Enrollment timeline</strong> (10 min) — IEP window and deadlines</li>
<li><strong>Q&A</strong> (15–20 min) — Open questions from attendees</li>
<li><strong>Next steps</strong> (5 min) — How to schedule a personal consultation</li>
</ol>

<h2>CMS Compliance for Seminars</h2>
<ul>
<li>Events must be educational, not sales-oriented</li>
<li>Cannot distribute plan-specific materials at educational events</li>
<li>Scope of Appointment required before any plan-specific discussion</li>
<li>No "bait and switch" — if advertised as educational, keep it educational</li>
<li>Food and refreshments are allowed but cannot be contingent on attendance</li>
</ul>

<h2>Promotion Strategy</h2>
<ul>
<li><strong>Direct mail</strong> — Send invitations to T65 prospects in a 15-mile radius</li>
<li><strong>Facebook event ads</strong> — Target ages 63–65 in your area with event response ads</li>
<li><strong>Community partnerships</strong> — Partner with senior centers, churches, and local organizations</li>
<li><strong>Referrals</strong> — Ask current Medicare clients to bring friends approaching 65</li>
</ul>

<h2>Post-Event CRM Follow-Up</h2>
<ol>
<li><strong>Same day</strong> — Thank-you email with seminar recap and booking link</li>
<li><strong>Day 2</strong> — SMS: "It was great meeting you! Ready to schedule your personal Medicare review?"</li>
<li><strong>Day 3–5</strong> — Phone call from agent</li>
<li><strong>Week 2</strong> — Educational email series (3 emails over 2 weeks)</li>
<li><strong>Ongoing</strong> — Monthly newsletter until enrollment</li>
</ol>

<h2>FAQs</h2>
<dl>
<dt>How many attendees should I expect?</dt>
<dd>For a well-promoted event: 15–30 attendees for in-person, 20–50 for virtual. Start with monthly events and increase frequency based on response.</dd>
<dt>Can I discuss specific plans at a Medicare seminar?</dt>
<dd>Not at an educational event. You can discuss plan types (MA vs. Supplement) but not specific carrier plans. Schedule individual appointments for plan-specific discussions with signed Scope of Appointment.</dd>
</dl>

---

Source: [Welcome to Medicare Seminars: Event Marketing Guide for Agents](https://unlockedcrm.ai/blog/welcome-to-medicare-seminars-event-marketing) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/welcome-to-medicare-seminars-event-marketing.