2026 Q1 Annuity Market Update: Why Stability and Support Matter More Than Ever
As we move out of the first quarter of 2026, one thing has become undeniably clear: clients are seeking financial stability in a time of uncertainty. With global tensions disrupting markets and the…
3 Ways to Use AI in Your Medicare Agency
Artificial Intelligence (AI) is changing the way we gather information and get work done — and the Medicare market is no exception. If your agency is looking for ways to work more efficiently,…
Are Insurance Agents Really Necessary in 2026?
Back in 2013, I wrote this article about whether insurance agents are really necessary in today’s world. I updated it again in 2022, but I feel the need to look at it again for 2026, as the industry…
Insurance Technology: What Modern Insurance Agents Need to Run Their Businesses
Running an independent senior‑market agency has never been more demanding. Carrier systems are evolving quickly, compliance expectations have tightened, and agents are juggling more clients,…
Modernizing Production During a Disruptive AEP
Watch the full interview here! When you’ve built a career on face‑to‑face service, a flip phone, and a fax machine, like experienced producer, John Deffenbaugh, technology can feel like something…
10 TPMO Disclaimer Tips to Stay Compliant 2026
The Third-Party Marketing Organization (TPMO) disclaimer seems to be here to stay, but there are still a lot of questions about it.
How to Use Short Videos to Grow Your Insurance Business
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…
Corny Valentine's Day Cards for Medicare Agents
These are the pun-laden Valentine's Day cards you didn't know you needed.
10 Easy Ways To Generate Free Medicare Leads
For many new agents, finding leads is the biggest hurdle to getting started and earning a steady income. That said, there are about 10,000 people turning 65 every day, so there's no shortage of…
The Simple Question That Drove $9M+ in Annuity Sales [Case Study]
When Amanda Creamer started her career as an insurance agent in 2022, she wasn't focused on becoming an annuity expert. She was simply following the advice of her mentor, Michael Sams: use a client…
What to Expect In the Senior Annuity Market for 2026
Join us as we dive into the world of senior annuities, reflecting on the record-breaking achievements of 2025 and looking ahead to what we expect in 2026.
The Ultimate 2026 Tax Deductions Checklist for Insurance Agents
Note: This article has been updated for 2026. 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…
Interview with Pam: Retiring After Selling Her Medicare Book
In this interview, Pam Hodge shares her experience selling her Medicare book of business to New Horizons and making a clean break into retirement. Pam talks about: Her 8-10 year relationship with New…
Interview with Heidi: Navigating Book of Business Sale After Loss
In this heartfelt interview, Heidi Fincham shares how she navigated an unexpected and difficult situation: deciding what to do with her Medicare book of business after her husband, Kevin, passed away.