Prepare now: The Centers for Medicare & Medicaid Services’ 2024 Proposed Rule points to a return to more regulated Medicare communications and marketing guidelines for the upcoming plan year.
In 2023, agents selling Medicare Advantage and prescription drug plans were subject to new third-party marketing organizations requirements and Medicare sales call recording rules.
When you hear the phrase “mission statement,” what comes to mind?
A fancy, adjective-heavy sentence in a corporate retreat packet? A far-fetched dream that falls flat in the face of practical business? Read More
More than anything else, Americans’ top financial worry is not having enough saved for retirement. Although there is one product that’s growing increasingly favorable, but hasn’t totally caught on… yet. Read More
Annuities have gotten a bad rap with some investors.
You may have heard that they carry high expenses, surrender charges, and are hard to understand because of complex contracts. It can be difficult to tell if an annuity is a good … Read More
You’ve heard it before, and it’s true: Americans are concerned about outliving their savings.
According to a 2016 survey, nearly 75 percent of Americans over 40 are behind on their retirement savings. Read More
You’ve heard the news that now’s the time to be selling annuities, you’ve done your initial research, and you’ve discovered the two main types: fixed annuities and indexed annuities.
But what sets them apart, and how do you know … Read More
Increasing your annuity business can be difficult without knowing the winning formula. Lucky for you, we want to share it with you!
If you write health or life insurance, selling annuities is your next step for growth. Read More
You’re armed with fresh leads and determined to sell Medicare Supplements over the phone. So, now what?
Common practice might say writing a strong script is next, but here’s our secret: You need a mix of preparation and … Read More
Your personal brand is all about you.
It’s a combination of your unique talents, attributes, likes, dislikes, hopes, dreams, and more. It’s the philosophy behind your public mission statement. Amazon Founder and CEO … Read More
Every agent has a story to tell. In the senior market, that usually means visiting clients and prospects in their homes to discuss typical offerings such as health, life insurance, and final expense plans. Read More
Critical illness insurance is nothing new. In fact, it’s been around since 1983.
But only recently has there been a major uptick in interest in this type of coverage and there are a few reasons why. Read More
Stays in nursing homes and assisted living facilities are increasing as the baby boomer generation reaches its golden years. Unfortunately, most senior living facilities are expensive and those costs continue to rise. Read More
Last Tuesday, Craig Ritter gave his annual State of the Senior Market address to 370 agents from across the country. We’ll have a recording for you here soon!
If you’d like a quick summary, here are some of the highlights: Read More
As Major League Baseball warms up with spring training, it’s a good time to refine your selling game as well.
You can think of the Annual Enrollment Period as the regular season, and this is your time to work on your business … Read More
Ever hear of the “slow food movement?” The trend asserts that it’s worth taking the time to prepare meals that are good for your body, rather than inhaling empty calories just to satisfy the need to eat. Read More
One component that can make or break your business is people. That’s why hiring well is crucial when building an agency of collaborative and successful people.
By taking the time to make sure the right person is on board, you can … Read More