48-Hour SOA Rule and More Proposed Compliance Changes for 2024
We all experienced major compliance changes last year, including mandatory call recording and a new TPMO disclaimer. CMS has released its proposal for the next round of compliance rule updates, which…
The Best (and Worst) Times of Year to Sell Your Insurance Business
Thinking about selling your book of business? The time of year can have a huge impact on how smooth the sale goes, especially for agents who have Medicare Advantage or Part D drug plans in their…
Agent Guide to Important Medicare Enrollment Periods and Deadlines
Many Medicare deadlines are critical for your senior clients. Forgetting or missing them could involve a coverage gap or penalty that will follow your client for the rest of their life.
The Ultimate 2023 Tax Deductions Checklist for Insurance Agents
Note: This article has been updated for 2023. Disclaimer: We are not tax professionals. Please consult with your accountant or CPA for tax advice. It’s tax season again, and we’ve put together a full…
How to Track Mileage for Independent Insurance Agents
If you're the type of agent who visits your clients, or even goes door-knocking, you need to be tracking your mileage. At a tax deduction rate of 58.5 cents per mile for the first 6 months of 2022…
How to Know When It's Time to Sell Your Insurance Business
When you've been building your book of business for years, or even decades, it's really hard to know when it's time to sell. You have relationships with your clients, and you've invested everything…
The Senior Annuity Market: 2022 Year-in-Review & Looking Ahead
I’m Kirk Sarff, director of life insurance and annuity sales here at New Horizons Insurance Marketing. Over the past 19 years, we’ve seen annuity interest rates at competitive highs as well as their…
2023 Medicare Changes: What Insurance Agents Need to Know
Another year means more changes coming to Medicare. In this article, we'll outline all of the major Medicare changes coming in 2023.
A Medicare Agent's Guide to the AEP Post-Mortem
As soon as December 8th arrives, all of us Medicare agents enjoy a sigh of relief. Right after we've been in the storm, it's the perfect time to plan for what we'd do differently next year.
10 Unique Agent Perks We Offer as an Integrity Partner
As an FMO, we're always looking for ways to support independent agents and help them grow their businesses.
