Start with the fundamentals
Build a clear baseline for the Social Security and Original Medicare questions compassionate agents hear every week.
Best Value Bundle
The complete launch curriculum in one course path.
Buy Foundations 101 and the Master Class together so learners can move from baseline confidence to advanced Medicare and Social Security advisory judgment.
Bundle Price
$895
Save $295 compared with $1,190 separately
Includes required ongoing access at $29.95/month for current materials, updates, guides, and resources.
Why Bundle Both
It is the cleanest path from rules to real client judgment.
Compassionate agents need more than a list of rules. They need a connected training arc that helps them explain everyday Medicare and Social Security questions, then recognize the moments when timing, documentation, income, and coverage details become more serious.
Move into the complex cases
Practice higher-stakes advisory situations involving timing, income events, employer coverage, IRMAA, and enrollment decisions.
Keep the knowledge connected
The bundle helps learners connect everyday client questions with advanced scenario judgment instead of treating the topics separately.
Included Courses
Foundations · 3-4 hours
Social Security & Original Medicare 101
Master the fundamentals your clients are counting on you to know. From Social Security basics and Original Medicare timing to enrollment windows, IRMAA, penalties, and real-world retirement scenarios — this course is clear, practical, and built to put to work immediately.
- About Social Security: structure, funding, history, and agency roles
- Social Security fundamentals: insured status, FRA, retirement, spousal, survivor, disability, and work rules
- Original Medicare fundamentals: Parts A-D, enrollment periods, penalties, IRMAA, and coverage gaps
Advanced · 4-6 hours
Social Security & Medicare Master Class
Go deeper into the complex intersections that separate good advisors from indispensable ones. IRMAA appeals, HSA timing, the COBRA trap, coordination of benefits, employer coverage, and veterans benefits — everything you need to guide clients through the situations no one else can.
- Advanced Social Security strategies, deeming, dual entitlement, taxation, and break-even thinking
- Complex Medicare and IRMAA, including SSA-44 appeals and income-changing events
- Medigap, Medicare Advantage, Part D, guaranteed issue, and plan timing considerations
Ready To Enroll
Buy both courses together and save $295.
Michelle Sparks
Instructor
SSA executive by career.
Medicare broker by choice.
Educator by calling.
Michelle Sparks spent 35 years at the Social Security Administration — holding several technical, managerial, and senior executive positions in the agency. She knows how SSA thinks, how decisions get made, and where the rules that trip up clients actually come from. A 2023 Presidential Rank Award recipient — one of the highest honors in federal service — Michelle now brings that insider knowledge to the outside conversation as a licensed Medicare broker. The one you're having with clients every week. Perfectly positioned to teach this.
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35 years SSA — every level from frontline to senior executive
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National training lead for the Social Security Administration
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Federal Executive Leadership — Harvard University graduate
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2023 Presidential Rank Award recipient
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Licensed Medicare broker — serving clients in the field today
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Professional Social Security Consultant
❖The perspective no classroom can replicate — SSA from the inside, Medicare from the field.