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Social Security Savvy Tricks For Managing Retirement Income

August 18th, 2020

Many Americans Looking Towards Retirement Have Become Very Worried

Some are worried their savings may not outlive them.  Some are worried they will never be able to retire because of a lack of savings. And some are worried Social Security could no longer be available at the time of retirement. No matter the reason for their anxiety, it is necessary we continually educate clients on the benefits of long-term retirement planning to ensure content and fruitful retirement.

August 18th, 2020

Can you believe it’s August already? Actually, with what 2020 has brought us thus far, maybe the sentiment is, “Is it only August?”.  August brings the Back-to-School/Back-to-Work vibe, but this year will most likely be different. The kids will go back to school, but it might be a different approach and that means some of you will remain full-time work, part-time teachers. I want to remind you that we are fully equipped here at Producers XL to bring you the tools and resources to assist with whatever the remainder of 2020 can throw our way.

In regards to long-term care insurance, we’ve seen the industry experiencing an increase in traditional sales. I personally believe it is due to the confidence that our agents have to introduce the conversation of long-term care. Or maybe, it’s just become top of mind for more consumers in light of the pandemic…

August 18th, 2020

We are all aware there are many scam artists out there, targeting our elderly on a daily basis. When Medicare announced a few years ago a new card that would have a different number, these scammers wasted no time and have been trying to cash-in on this change ever since.

The most common approach scammers attempt is to contact Medicare beneficiaries by phone. They claim to be a “Medicare Representative” and try various scenarios to obtain Medicare, financial/banking, or personal information. One of the possible calls a Medicare beneficiary may receive is regarding a NEW plastic Medicare Card.

August 18th, 2020

Those of you that have been following my training webinars over the last several months on Medicare have been hearing me talk about the upcoming certification that will be available this summer. Guess what, that time is upon us. AHIP is being released on June 22nd. AHIP 2020 will no longer be available as of June 19th, but when you complete the 2021 certification you will also be certified for the 2020 plans…

August 18th, 2020

As you may be aware, September is Life Insurance Awareness Month (LIAM). There will be many carrier campaigns as well as national campaigns to ensure all Americans are educated on the importance of death benefits. In the same theme, ProducersXL will be taking an active role in educating our agents on the different carriers we offer and the benefits/products they provide. This will include a weekly webinar, starting September 2nd and each Wednesday through September, wherein I will discuss a variety of case studies constructed to assist agents to foresee the different life insurance opportunities any life insurance agent will come across and feel confident to educate your clients when the time does arrive.

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