Business

How to Help Clients Navigate ACA Marketplace Subsidies & Taxes

Mar 21, 2023

The last day to file 2022 taxes is April 18, 2023. If any of your clients had marketplace coverage last year, when filing their taxes, they must report this and any tax credits they received.  Read More

Business

Final Expense Insurance: How Much Can Clients Expect It to Cover?

Mar 16, 2023

“Do I need this?” We’ve likely all heard this before while discussing a beneficial product with clients. The cost of living keeps getting more and more expensive, and sometimes, clients need to make tough decisions on which …  Read More

Business

The Opportunity to Help More Clients with the End of Temporary SNAP Benefits

Mar 14, 2023

As of March 1, 2023, individuals receiving Supplemental Nutrition Assistance Program (SNAP) benefits are no longer eligible for the temporary Emergency Allotment (EA) benefits that came with the pandemic. This presents unique …  Read More

Business

A Comprehensive Guide to Medicare Supplement Underwriting

Mar 13, 2023

The Comprehensive Guide to Medicare Supplement Underwriting can help simplify the process of Medicare Supplement underwriting for your clients! This FREE 47-page eBook covers why and when carriers require underwriting, how …  Read More

Business

When Do Short-Term Health Plans Make Sense for Your Clients?

Mar 2, 2023

Short-term health insurance plans, offered by private insurers, cover individuals for a shorter period than the usual year-long coverage period of most major medical plans. A client may be inclined to purchase this coverage due to …  Read More

Business

Guiding Your Clients Through Med Supp Underwriting

Mar 2, 2023

Your client dislikes the increasing premium on their Medicare Supplement policy and wants to change plans, but they don’t have a guaranteed issue right. That means underwriting. What should you expect and how do you know if they …  Read More

Business

5 Tips for Finding Supplemental Coverage for ACA Plans

Feb 16, 2023

Although Affordable Care Act (ACA) plans offer coverage for 10 essential health benefits, these plans don’t protect against every health concern. Your clients may greatly benefit from supplemental insurance, particularly …  Read More

Business

Annuities vs. 401(k)s: Examining Differences That Can Matter to Clients

Feb 2, 2023

It’s important for everyone to plan for retirement, no matter their age. Professionals in the insurance world, like yourself, know this all too well. You may also be familiar with some of the ways to secure funds for retirement, …  Read More

Business

The Advantages of Being a Field vs. Call Center Insurance Agent

Jan 26, 2023

The pandemic dialed up selling insurance over the phone, and you might be wondering what’s the best way to take part. Independent vs. captive, MGA vs. GA, field vs. call center… there are different ways you can pursue being an …  Read More

Business

Helping Medicare Clients Who Have Powers of Attorney or Conservatorships

Jan 19, 2023

As people get older, it can be hard for some to continue to manage their affairs. What happens when your client can no longer make Medicare decisions on their own?  Read More

Business

Things to Think About Post-OEP

Jan 16, 2023

Your clients have selected their coverage, you’ve completed applications, and the Affordable Care Act (ACA) Open Enrollment Period (OEP) is now over. Congratulations! When you’re ready to continue your marketplace …  Read More

Business

Medicaid Unwinding: What Is It & The Opportunity for Agents

Jan 12, 2023

When the COVID-19 public health emergency ends, millions of Americans may lose their Medicaid benefits and health insurance. They’ll need help navigating these changes and finding new coverage, presenting an excellent …  Read More

Business

Medicare Advantage Open Enrollment Do's and Don'ts

Jan 6, 2023

It’s January and some of your clients in new Medicare Advantage plans give you call. They’ve changed their minds. Changing health plans can feel uncertain as they transition from the known to the unknown.  Read More

Business

How Professional Organizations Make You a Better Agent

Jan 3, 2023

Regardless of where you’re at in your career, finding an organization of like-minded professionals to keep you in the loop and sharp in your field is valuable. But why? You went to school and are part of an field marketing …  Read More

Business

Five Strategies to Sell More ACA Products

Dec 13, 2022

If you’d like to sell more Affordable Care Act (ACA) products to clients under age 65, consider using these strategies and tips. We’ve gathered some helpful advice to help you reach your sales goals.  Read More

Business

Things to Think About Post-AEP

Dec 8, 2022

Congratulations! Break out the confetti because you survived AEP! Take a moment to relax, but don’t pause for too long. Now’s the time to ensure you have a clear way to track your business while continuing to help your …  Read More

Business

Digital Marketing for Insurance Agents: Our Top Tips to Boost Business

Nov 29, 2022

Gone are the days of limited technology use by older adults. Now you can reach your audience in a myriad of ways online, and we’re here to show you how.  Read More

Business

Coordinate Your Client's Care: Agents, Medicare Advantage, & Health Risk Assessments

Nov 17, 2022

As an insurance agent, you’re constantly evaluating the needs of your clients to find the best-fitting plan. Did you know that completing health risk assessments can streamline this process and increase your earnings?  Read More

Business

Empower Your Prospects to Act Before Turning 65

Nov 15, 2022

Ever receive a panicked call from someone who turned 65 almost four months ago and doesn’t know how to enroll in Medicare? Cue everyone scrambling. How can you keep things calm and collected?  Read More