Business

How to Check for Your First Looks

Jun 1, 2023

The moment when carrier First Looks become available is a very exciting time for insurance agents! It can put a spring in your step and help you get in the mood for the upcoming Annual Enrollment Period!  Read More

Business

How Insurance FMOs Work

May 24, 2023

Have you ever found yourself asking, “Wait, what’s an FMO exactly?” Then this eBook is for you! In 45 pages, we answer your lingering questions about how these organizations function. Explore FMO basics, …  Read More

Business

The Best Books for Insurance Agents

May 16, 2023

Although important and necessary, continuing your education as an insurance agent doesn’t just have to consist of checking off continuing education requirements. Pick up one of these books to motivate and inspire you for your next …  Read More

Business

The End of the COVID-19 Public Health Emergency & What It Means for Your Clients

May 8, 2023

We have been dealing with COVID-19 for the past three years, and while people are still being infected, the public health emergency (PHE) declared in 2020 is officially ending on May 11, 2023.  Read More

Business

Community Engagement & ACA Marketing Suggestions for Agents

May 4, 2023

When marketing yourself as a reputable insurance agent in your area, getting out into your community is one of the best ways to make valuable connections with clients and notify them of your services.  Read More

Business

Thrive Tomorrow Kits

Apr 10, 2023

You know how vital the Annual Enrollment and Lock-In Periods are to your business. And as your full-service field marketing organization, we know how to best support you during these times.  Read More

Business

The State of the ACA Market in 2023

Apr 4, 2023

Many changes have taken effect over the last year in the under-65 health insurance market. How do these changes affect your clients and your business? Listen to this article: Selling marketplace insurance plans is an excellent …  Read More

Business

How to Organize a Turning 65 Seminar on a Budget

Mar 30, 2023

You can’t wait around for potential clients to become eligible for Medicare. If you want a loyal book of business — clients who keep coming back for your services — the work starts before they even turn 65.  Read More

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

Best Practices for Training Downline Agents

Feb 9, 2023

While it might look like baby birds leave the nest depending on only instinct to fly, their parents, in fact, slowly teach them to become independent. Your downline agents aren’t baby birds, or your children (in most cases); …  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