SoundAdviceMD gives licensed agents and agency principals the credentialing, training, and consultative sales system to serve seniors with the full life & health plan lineup — Medicare Advantage & Supplement, life insurance, annuities, and supplemental health — without sacrificing independence.
We don't want you handing clients off to a specialist. We train you to consultatively offer every plan your senior clients rely on — so you keep the relationship and the trust.
Plan comparisons built around a client's doctors, medications, and budget.
Coverage that protects a family from unexpected end-of-life costs.
Retirement income strategies for clients who want predictability.
The coverage gaps that Medicare alone doesn't fill.
In January 2024, Integrity Marketing Group — one of the nation's largest independent distributors of life and health insurance — officially announced SoundAdviceMD's partnership to their national network.
“Integrity is excited to welcome SoundAdviceMD into our family! John Gourdin, CEO, brings a wealth of experience and innovation to our partnership, and we can’t wait to see all that we can accomplish together.”
Most agencies hand you a carrier list and wish you luck. We built SoundAdviceMD around a documented, consultative sales process — so every agent, new or seasoned, has a repeatable path to a full calendar.
BBB accreditation and AHIP-certified leadership mean your name is backed by a compliant, trustworthy brand — not a name you have to explain to clients.
Consultative sales process training, mock call libraries, and plan transition scripts — not a binder you read once and never open again.
From Scope of Appointment callbacks to recurring team meetings, every part of the enrollment cycle has an owner and a process.
We believe every enrollment — Medicare, life, or supplemental — is the start of a relationship, not the end of a transaction. Our agents are trained to stay proactively engaged year-round — powered by AI follow-up tools that never let a client go quiet, with you as the real person behind every message. In a world full of automation, being that real person matters more than ever, not less.
Read Our Best Practices →“The agents who last in this business aren't the best closers — they're the best at staying in touch. We build that into the process from day one.”
Every recruit follows the same documented journey — no guesswork, no sink-or-swim.
Tell us about your book, your license, and your goals.
BBB, AHIP, and carrier appointments verified and filed.
Systems, scripts, and your first Scope of Appointment workflow.
Consultative sales training, mock calls, and your first live enrollments.