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Updates to the 2024 AHIP Certification You Should Know

May 19, 2023

The 2024 AHIP Medicare training season started June 21, 2023. Here’s what you need to know about the newest Marketing Medicare and Fraud, Waste and Abuse (FWA) training. Every year, America’s Health Insurance Plans (AHIP) hosts a …  Read More

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NABIP 2024 Medicare Certification

May 16, 2023

NABIP is once again offering a Medicare certification training option for agents! The training for agents selling 2024 Medicare Advantage and Part D products opened June 21, 2023. The NABIP 2024 Medicare certification is an …  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

Compliance

CMS' New Definition of Marketing & How It Affects Agents Selling Medicare Plans

May 12, 2023

On May 10, 2023, the Centers for Medicare & Medicaid Services distributed a memo that more strictly defines “marketing” in regards to Medicare plans. It’s vital you review these changes and update your …  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

Portfolio

6 Reasons Insurance Agencies Selling Medicare Products Should Sell ACA

Apr 27, 2023

If your agency offers Medicare products but not marketplace plans, then we think you’re missing out. Adding agents who sell Affordable Care Act (ACA) plans brings many benefits to your insurance business.  Read More

Compliance

2024 Marketplace Final Rule Changes Agents Should Know

Apr 20, 2023

Recently, the Centers for Medicare & Medicaid Services (CMS) released their HHS Notice of Benefit and Payment Parameters for 2024 final rule. We’ve noted the changes marketplace agents should be aware of for the 2024 Open …  Read More

Compliance

Where It All Begins: Obtaining Permission to Contact for Medicare Sales

Apr 20, 2023

You have to start somewhere with a potential Medicare client, and while it might be tempting to jump right in and start selling, you can’t. There are some things you need to know and do first, chiefly securing permission to …  Read More

Compliance

CMS’ 2024 MA and Part D Final Rule Changes for Agents

Apr 11, 2023

Our Compliance Department has analyzed the Centers for Medicare & Medicaid Services 2024 Final Rule for Medicare Advantage and Part D and noted the changes that will most impact agents like you.  Read More

Business

What Are Insurance Hierarchies & How Do They Work?

Apr 11, 2023

We talk a lot about levels in the insurance industry. During your career as an insurance agent, you may be at several different levels in a hierarchy, even at the same time!  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

Compliance

Cybersecurity Best Practices for Insurance Agents

Mar 20, 2023

You receive an email from Susan, a carrier representative that you’ve talked to before, but it seems… off. You notice she’s sending from a different email address than usual. Do you open the attachment she’s sent?  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

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