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.
2025 Medicare Changes: What Insurance Agents Need to Know
Another year brings significant updates to Medicare, and 2025 is no exception.
Selling Your Medicare Book of Business: An Interview with Carrie Sansom
When Carrie Sansom reached her 10th Annual Enrollment Period (AEP), she began feeling the need for change. As a successful Medicare agent with over a decade of experience, she had built a large and…
How to Maximize the New Medicare Advantage Midyear Statement (2025)
Starting in 2025, CMS is rolling out a new requirement for Medicare Advantage plans: a Mid-Year Enrollee Notification of Unused Supplemental Benefits. So many beneficiaries don't use their…
