What if there were a form that gave structure to your appointments? And what if that form also helped you cross-sell with minimal effort? There is, and that form is called by many as a fact finder. Here’s everything you need to know about fact finders in the senior market, from fact finders you can download right now to best practices on using them effectively. What is a Fact Finder? An insurance fact finder is […]
I know those of you that certify dread this time of the year, but it is a necessary step we to take to help our clients with their Medicare insurance needs. This year, with all the new CMS guidelines and changes in the Medicare market, is another critical year. One of the best ways to stay up-to-date with these changes is through the AHIP training and carrier training. Those of you that participated in our […]
I get asked a lot during AEP if we can move MA & PDP contracts, and unfortunately, it can’t be done. The first and second quarter of the year is a great time to get appointed with Medicare Advantage and Part D carriers. It is also a perfect time to transfer any contracts you may have, especially if you cannot get a release from your current FMO. No Releases Needed From the beginning of […]
First I would like to say Thank You all for a great AEP season. I know we just ended AEP December 7th but this is a great time to start planning for 2023. This next quarter is critical for setting the tone for 2023. I have a few ideas to share that I hope will help you start 2023 off strong and retain the clients you have worked so hard to obtain during AEP. Starting first quarter […]
On August 16, 2022, President Biden signed into law the Inflation Reduction Act of 2022, which includes a broad package of health, tax, and climate change provisions. The Law includes several provisions to lower prescription drug costs for people with Medicare and reduce drug spending by the federal government. These provisions will take effect beginning in 2023. Here’s a look at seven Medicare dates in the new law that could affect advisors’ clients: December […]
No matter if you are new to selling insurance or have been selling for years, you need to review the Medicare market and how this opportunity can assist you in growing your revenues and increase the value of your book of business. The need for Medicare Advantage and Medicare Supplement plans increases with every passing year. Every day over 10,000+ people are turning 65-years-old and require guidance in deciding what healthcare options are available. […]
March 19th, 2020 If you have not read the article written by Scott Gilpin about the COVID-19 virus and how agents can still sell during these unprecedented times, please do so. I would like to go into a little more details on how a Medicare agent can still conduct business during this time, and what tools and resources Producers XL and the carriers have that can help us practice “Social Distancing”.To help protect our most […]
March 19th, 2020 If you have not read the article written by Scott Gilpin about the COVID-19 virus and how agents can still sell during these unprecedented times, please do so. I would like to go into a little more details on how a Medicare agent can still conduct business during this time, and what tools and resources Producers XL and the carriers have that can help us practice “Social Distancing”.To help protect our most […]