Successful agents strive to develop a well-rounded portfolio solution suite that meets the varied needs of their clients. By expanding the types of insurance products you offer, you can create a one-stop shop experience for your existing clients and improve your prospecting opportunities to gain new clients. This will help you build a more diverse […]
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If you’re not making use of the wealth of tech tools and apps available, you’re doing yourself a disservice. You may have managed to get by with the old way of doing things for years, but that doesn’t mean there’s not a better way. Consumer expectations and carrier processes have evolved. Besides, many of the […]
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The 2023 CMS Compliance Guidelines for Medicare Advantage and Part D plans require you to include the following accommodations disclaimer on all your invitations to educational and marketing/sales events: “For accommodations of persons with special needs, at meetings call < insert phone and TTY number >.” CMS further states that “sponsors may use their own […]
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Agents: Share with your clients! If summer isn’t your favorite season, you’re not alone. According to Morning Consult, only 24% of U.S. adults say summer is their favorite season, whereas 41% prefer autumn. In many parts of the country, summertime heat can be oppressive, which is especially hard on seniors. Nevertheless, it’s possible to have […]
As a Medicare agent, you know this period of gearing up for AEP is an important time of year. You need to complete your AHIP certification, carrier certifications, and product training. In addition, carriers have already started to release their First Looks for 2024. You need a game plan for reviewing these to make the […]
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During the COVID-19 pandemic, virtual conferences became a lifeline. Thankfully, we can now go back to in-person events, like WAPCON 2023, which will be held in person this year. To help you get back into conference mode, here are some important tips and tricks. What to Bring and Wear Do you remember shopping for back-to-school […]
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Retirees worry about running out of money and annuities help alleviate that concern – often by providing a guaranteed level of lifetime income. That’s just one of the reasons the annuity market is hot right now. If your clients are thinking about buying annuities – and some of them almost certainly are – it’s important […]
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When the COVID-19 Public Health Emergency came to an end on May 11, 2023, so did Medicaid’s continuous coverage requirement, which directed states to keep Medicaid recipients enrolled regardless of their eligibility. States have begun disenrolling members who no longer qualify. This period of undoing COVID health coverage requirements and returning to pre-pandemic norms is […]
School may be out for most people, but for Medicare insurance sales agents, the arrival of summer means it’s time to start studying for the annual AHIP certification. You might not be eager to hit the books when you’d rather be hitting the beaches, but here’s the thing – AHIP certification isn’t just some red […]
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Agents: Share with your clients! The FTC reports consumers lost almost $8.8 billion to scams in 2022. As technology advances, so do the types of fraud criminals are using. Scams by email, phone, and text are now so pervasive that anyone can be a victim. You don’t have to be naïve or gullible for scammers […]
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