Quarterly Annuity Update with Kirk Sarff | Q2 2025
Disclaimer: Interest rates change often. This article will be updated on a quarterly basis, but rates may change between those updates. At any time, you can review current annuity rates here. Welcome…
Insurance Agents: These HIPAA Mistakes Can Cost You
Let’s be honest... HIPAA compliance isn’t the most exciting topic.
Wegovy, Ozempic & Medicare: What Agents Need to Know Now
Weight loss medications like Ozempic, Rybelsus, and Wegovy are making headlines—and your clients are taking notice. As these medications become more popular, Medicare beneficiaries will have…
14 Agents Share Their Honest Experience Selling to New Horizons
Over the past few years, we’ve had the privilege of helping dozens of agents transition out of their Medicare business, whether it was for retirement, relocation, or simply moving on to the next…
Top 8 MA OEP Compliance Tips
The Medicare Advantage Open Enrollment Period (MA OEP) is notorious for having very strict compliance rules. However, there are still lots of opportunities to keep growing your book of business in…
What to Expect In the Senior Annuity Market for 2025
Join us as we dive into the world of senior annuities, reflecting on the achievements of 2024 and making some predictions about what lies ahead in 2025.
The Ultimate 2025 Tax Deductions Checklist for Insurance Agents
Note: This article has been updated for 2025. Disclaimer: We are not tax professionals. Please consult with your accountant or CPA for tax advice. Tax season is here, and we’ve put together a…
How to Use PlanEnroll’s Agent Website to Increase Sales
PlanEnroll’s Agent Website offers a streamlined, professional way to connect with clients, build trust, and increase your sales potential.
The Ultimate 7-Step Onboarding Process For New Clients
After you make the sale, it feels all the work is done. And for the most part, it is! But if you’re interested in…
A Medicare Agent's Guide to the AEP Post-Mortem
As soon as December 8th arrives, we enjoy a sigh of relief. Right now is the perfect time to plan for what we'd do differently next year.
