Blog - Page 5 of 34 - Western Asset Protection

Understanding CMS Final Rule 2026: What’s Changing for Agents and Clients

On April 4, 2025, CMS released the Final Rule for Medicare Advantage and PDP plans applicable to coverage beginning January 1, 2026. The provisions in the final rule are relatively brief with CMS finalizing only a select number of policies. Much was left unaddressed and additional proposals are expected to be finalized in the future. […]

Sharpen Your Medicare Skills with the MBA Workshop

Spring is the ideal time to sharpen your Medicare skills. One way to do this is to attend the MBA Workshop – MBA stands for Medicare Business Accelerator. It’s a great way to stay compliant, educate yourself on all things Medicare, and build your business. How Will the MBA Workshop Help You Level Up? If […]

Succession Planning for Medicare Agency

As a small business owner, you have a responsibility to prepare your business for the time when you are no longer there to run it. Whether it’s a planned retirement or an unforeseen event such as illness or premature death, you put everything you have worked for at risk if you don’t leave a contingency […]

T65 and Dual State Best Practices

With nearly 4.2 million baby boomers turning 65 in 2025, Medicare agents need an effective strategy for targeting and converting these T65 prospects. Capturing this lucrative market will have a measurable impact on your long-term business growth and income. This group is actively looking for guidance regarding their healthcare decisions. They want someone who can […]

Senior Surge Creates Medicare Opportunities

In 2025, the number of baby boomers turning 65 reaches a highwater mark. Nearly 4.2 million Americans will turn 65 this year, an average of more than 11,000 per day – the highest number ever in one year. This surge represents a unique opportunity for those already in the Medicare business as well as for […]

It’s Time for Spring Medicare Check-Ups

Spring is a great time to schedule a checkup with your clients to make sure they are utilizing all the benefits their plan has to offer. Many Medicare beneficiaries experience information overload during AEP and do not remember all the benefits available to them. Even clients who have been on the same plan for years […]

Medicare Customer Retention: How Knowledge Drives Retention and Loyalty

A large number of Medicare beneficiaries find Medicare confusing. They are overwhelmed by their choices and find it difficult to pick the best plan for themselves. Once enrolled in a plan, they often don’t understand their out-of-pocket costs or benefits. Some beneficiaries stay with the same plan year after year, even though it may not […]

How to Educate Your Clients on Annuities in Retirement Planning

Have you been hearing a lot about annuities in the news? As more seniors reach retirement age and grapple with financial planning for their golden years, annuities are surging in popularity. Many of your clients may already be interested in annuities. At the same time, there’s a lot of confusion around this financial product. You […]

Building a Balanced Business: Managing Time, Leads, and Renewals as a Medicare Agent

Running a successful Medicare business requires many skills, but one of the most important is knowing how to split your time between the many essential components of your business. Understanding where to focus your time and resources leads to long-term growth and profitability. While all successful agents have their own systems, this article provides a […]

changes to special needs Medicare plans in 2025

Special Needs Medicare Plans: 2025 Changes and Trends

As enrollment in Medicare Advantage (MA) plans continues to grow, so does the number of Medicare beneficiaries who are enrolled in Special Needs Plans (SNPs). More than 6.6 million Americans were enrolled in SNPs in 2024 – more than double the enrollment of 2019. In Arizona, SNP enrollees comprised 34% of the total Medicare Advantage […]

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