Coming up with a succession plan – and ultimately a retirement plan – is one of the biggest decisions you’ll make in your life, especially as an independent insurance agent. Your book of business can.
There have been a lot of Medicare changes lately, so we're going to lay them all out here for our field force of producers. From the January 1, 2020 phase out of Plan F to the Part D donut hole going.
AEP is over! As I talk to agents, a lot of the older guys say that they don't want to go through another AEP. Now that the dust has settled from a busy fourth quarter, this felt like the perfect time.
While Plan F isn't being discontinued, it won't be available to people who are newly eligible for Medicare after January 1, 2020. This change has been a long time coming, since Congress first signed.
If you're new to the senior market, or are considering making the switch from captive to independent, you probably have some questions about contracting and FMOs.
October 15th marks a big day for all of us in the senior market, and our team here at New Horizons is here to be your support. I'd like to share 2 quick tips with you to help you through, and I hope.
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.
By now, we're all fully aware that Medigap Plan F is changing on January 1, 2020. At the top of the year, anyone who is newly eligible to Medicare will not be able to buy Medicare Supplement Plan F..
Jeff and I have purchased two books of business within the last year and a half or so, and we've also planned out our personal succession plans. Retirement planning is something that's on our minds.
For my guys and gals who have narrowed down the retirement possibilities and want to sell, we need to talk about something really important: your book's value. So, today we're going to help you.