2026 Part D Updates & Carrier Highlights
It's that time of year again, where PDP enrollment goes wild and we all kick it into high gear. And 2026 brings some of the most dramatic changes we've seen in years. The Part D landscape is…
Quarterly Annuity Update with Kirk Sarff | Q4 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…
CMS Rejects Plan Bids for the First Time & Other 2026 AEP Updates
Earlier this year, we shared concerns about the 2026 market landscape, including projections of significant Part D premium increases. The anticipated changes had many agents bracing for what could be…
From $0 to $200K In Annuity Sales: How One Agent Did It
What if you could learn to sell annuities by having a proven producer mentor you through your actual client appointments? That's exactly what happened to Shereka, a health insurance agent who went…
The Client Retention Letter Every Medicare Insurance Agent Needs
Picture this: A client you've worked with for three years suddenly switches to another agent. No warning. No explanation. Just a quick email saying they're "exploring other options."
Free Medicare 101 Resources: Everything You Need for Client Education
One of the most common questions we hear from agents is: "Do you have pre-made Medicare presentations I can use with clients?" The answer is absolutely yes, and they're all free to download and…
12 Ideas to Make the Most of Life Insurance Awareness Month in 2025
Life Insurance Awareness Month (LIAM) happens every September, and it's a great time to join the larger conversation about the need for life insurance.
GLP-1 Weight Loss Drugs Are Creating Life Insurance Problems for Your Clients
Your clients are losing weight with Ozempic, Wegovy, and other GLP-1 medications. Great news, right? But when they apply for life insurance, they're running into an unexpected problem: underwriters…
The One Big Beautiful Bill Act: What Medicare Agents Need to Know
If you've been watching federal legislation, you've likely heard about the One Big Beautiful Bill Act.
What Medicare Agents Need to Know About the 2026 Market Landscape
Every Annual Enrollment Period brings its own unique challenges. But 2026 presents a particularly complex set of circumstances.
