Training · path 01
Retirement Discovery Specialist.
For life & health agents. Learn to recognize and open the retirement conversation already inside your Medicare book.
Who it’s for
Licensed life & health agents — no securities registration required to start seeing more.
What you learn
The discovery conversation, reading your book, and the confident handoff to the right specialist.
This is an ongoing training path and a course of study. It recognizes completion of a course of study — it is not a professional designation, confers no post-nominal letters, and is industry-facing only.