Compliance

Do's and Don'ts of Medicare Compliance

Sep 27, 2023

Life as an agent before Medicare’s Annual Enrollment Period is a flurry of contracting and certifying. But there’s another C that’s even more important: Compliance. It’s not just something to consider during the busy season.  Read More

Business

4 Ways to Calculate Your Clients' Life Insurance Needs

Sep 27, 2023

We all agree life insurance is important, but how much does your client really need? Here are four ways to calculate their needs and find them the amount that fits best.  Read More

Ritter

FAQs About the Ritter Platform’s CallVault

Sep 26, 2023

Do you have questions about recording and storing your calls with CallVault? Good news — we have answers! Below, we’re answering some frequently asked questions on the Ritter Platform’s call recording software, CallVault.  Read More

Portfolio

Get Your ACA Insurance Sales Contracts Here — Recommendations for 2024

Sep 26, 2023

The Open Enrollment Period starts November 1. Make sure you’re contracted with the top carriers for next year now! Here are the under-65 individual health plans that we recommend agents sell for the upcoming plan year.  Read More

Compliance

What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales

Sep 19, 2023

For those new to Medicare Advantage and prescription drug plan sales and marketing, Scopes of Appointment (SOAs) can be a foreign idea. But the basics of SOAs play a major role in the industry.  Read More

Portfolio

Why People Are Choosing Part C Over Original Medicare

Sep 15, 2023

We’ve heard Original Medicare paired with a Medicare Supplement (Med Supp) called the Cadillac of coverage, but recent trends show that more and more people are choosing to drive Medicare Advantage (MA).  Read More

Compliance

What Not to Say During Medicare Educational and Sales Events

Sep 14, 2023

Want to host a Medicare educational event or a Medicare sales event? It’s important to know that there are certain things you can and cannot say during these events! Just like how the Centers for Medicare & Medicaid …  Read More

Business

Steps to Get Ready for OEP: Federal & State Exchanges

Sep 14, 2023

As the Open Enrollment Period (OEP) approaches, there are several steps that agents should take to be ready-to-sell. We’ll be focusing on the steps that new agents need to take. These steps are mostly the same for returning …  Read More

Trending

Medicare Advantage Emergency-Related SEPs

Sep 11, 2023

Has a natural disaster or emergency occured near you recently? Your clients may qualify for a Special Enrollment Period. CMS provides a Special Enrollment Period (SEP) for individuals who need to enroll in, disenroll from, or …  Read More

Compliance

What CMS Requires Medicare Agents to Discuss Prior to Enrollments

Sep 8, 2023

Starting September 30, 2023, agents who sell Medicare Advantage and Part D will need to ensure they discuss specific CMS-required topics with beneficiaries prior to enrollment. We list those requirements here, so you can more …  Read More

Business

There’s More to Life Insurance Than Just a Policy

Sep 7, 2023

We’ve all seen the commercials depicting a fictional couple discussing getting life insurance right this minute. What’s the rush? As an insurance agent, you’re probably thinking, I know why! You understand the importance of life …  Read More

Compliance

How to Become Certified for ACA Marketplace Sales with Federally Facilitated Marketplace (FFM) Training

Sep 5, 2023

Agents who sell within the Affordable Care Act (ACA) insurance marketplace must complete an annual certification before they can sell each year. This is known as the Federally Facilitated Marketplace (FFM) certification.  Read More

Compliance

Are Your Medicare Marketing Materials Compliant?

Sep 5, 2023

Insurance companies and agents are tasked with remaining compliant with the Centers for Medicare & Medicaid Services (CMS) while marketing their services. It makes sense on the surface, but the details may need some …  Read More

Compliance

Rules for Hosting a Compliant Medicare Educational Event

Aug 31, 2023

Events are often a great way to generate leads. What is allowed at seminars for the 2024 Annual Enrollment Period? The Centers for Medicare and Medicaid Services (CMS) have set forth rules on what you can and cannot do when …  Read More

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