Business

Senior Speak: Talking to Medicare Clients Age 65 & Older

Nov 27, 2018

As an insurance agent who sells Medicare, most of your clients probably fall into the 65 and older population. When you talk to people in this age group, there are several communication do’s and don’ts to keep in mind.  Read More

Business

Keys to Client Retention: Digital Communication

Nov 13, 2018

Communicating effectively with your clients is what drives client retention. In today’s day and age, communicating can go far beyond a sit-down conversation. Even in times when your client can’t see you, it’s important to still …  Read More

Business

What You Need to Know About 1035 Exchanges

Nov 6, 2018

In its most basic form, a 1035 exchange is a tax-advantaged way policyholders can change their life insurance, annuity, and long-term care coverage. To most, it’s just a dull section in the tax code.  Read More

Business

Keys to Client Retention: Face-to-Face Communication

Oct 30, 2018

The old saying, “Communication is key” may be ingrained into your brain, and that’s for good reason. In fact, communication is said to be the foundation of all human relationships.  Read More

Business

Definitive Guidelines for the New Open Enrollment Period

Oct 1, 2018

The 2019 Medicare Communications and Marketing Guidelines (MCMG) introduced a new Open Enrollment Period (OEP) to help your clients manage their buyer’s remorse. Changing health plans can feel uncertain for those over 65 as they …  Read More

Business

5 Reasons Clients Switch Medicare Plans During AEP

Sep 20, 2018

With the Medicare Annual Enrollment Period (AEP) just around the corner, you should encourage your clients to review their Medicare coverage, and in some cases, help them switch to a different plan.  Read More

Business

5 Life Insurance Myths Your Clients May Believe

Sep 4, 2018

Generally speaking, many people lack a strong understanding of life insurance. Some of these individuals may be your clients. Below are five life insurance myths debunked and ways you can troubleshoot these misconceptions in your …  Read More

Business

2019 Maximum Broker Commissions for Medicare Advantage & Medicare Part D

Aug 29, 2018

For the fourth year in a row, CMS has raised maximum broker commissions for Medicare Advantage and Medicare Part D initial enrollments. Looking for the latest numbers? See what the maximum broker commissions are for 2022 Note: …  Read More

Business

3 Advantages of Being an Independent Insurance Agent

Aug 28, 2018

Every insurance agent has a crucial choice to make in order to make the most of their chosen career path. Should you become an independent or captive agent? While everyone is different and has unique preferences, we think being an …  Read More

Business

How to Pitch Medicare Medical Savings Accounts (MSAs)

Aug 14, 2018

Medicare Medical Savings Accounts (MSAs) are growing in popularity and availability nationwide. If your clients ask about one this AEP, it’s important to know how to pitch these plans and to whom.  Read More

Business

How Medicareful Helps You Sell Ancillary Products

Aug 7, 2018

Medicareful is one of the best tools around for Medicare sales agents. But if you think generating Medicare leads and streamlining Medicare sales is all this cutting-edge site can do, guess again!  Read More

Business

4 Perks of Being a Part-Time Insurance Agent

Jul 26, 2018

If diving head-first into a new profession isn’t quite your style, we understand! New beginnings can be a little scary. Maybe you’re thinking of entering the insurance industry full-time but don’t want to jump in full-swing, or …  Read More

Business

Tech Takeaways for Forward-Thinking Insurance Agents

Jul 17, 2018

A phrase far too often uttered among established businesses is, “We’ve been doing business the same way for years, why change now?” What many businesses don’t understand is that over those years, processes are refined …  Read More

Business

Ready to Join an FMO? 10 Things to Consider

Jul 12, 2018

If you’re an agent looking for more stability and support, a field marketing organization (FMO) can do a lot for your business. But finding an FMO that can give you stability and support without stifling your success is a process.  Read More

Business

From HSA to MSA: Facts for a Smooth Switch

Jul 10, 2018

Imagine clients being able to use their Medicare policy to plan for future costs that aren’t relevant right now. Your clients have some options on how to make their money work for their health care and rollover when they don’t …  Read More

Business

Why Now is the Time to Start Selling Insurance

Jun 26, 2018

Is there ever really a “right” time to step foot into a new industry? We would argue yes — absolutely! Based on current statistics and a booming market, now is the perfect time to dive into the insurance business.  Read More

Business

4 No-Good Reasons Why Insurance Agents Quit

May 24, 2018

It can happen to anyone in any industry… sometimes we just want to pack up, call it a day, and say “I quit.” As tough as things may seem, don’t be so quick to give up!  Read More

Business

How to Find New Annuity Leads

May 15, 2018

You want more annuity leads. There are lots of places that promise them. Should you buy theirs or pan for prospects on your own? Which annuity lead-generating strategies pay off best?  Read More

Business

How VA Benefits Work with Medicare

Apr 27, 2018

Rumor has it that veterans’ health care is now 100 percent covered at any hospital, anywhere. All they have to do is present their Veterans Affairs card. Unfortunately, this isn’t the case.  Read More

Business

How to Save Your Clients Money on Prescription Drugs

Apr 24, 2018

There’s one thing Medicare clients ask their agents more than anything else: How can I save money on prescription drugs? Let us help you answer that question! Whether your client is enrolling in a stand-alone PDP or a Medicare …  Read More