Steve Spinner
Recent Posts
5 Tips for Choosing a Medicare Advantage FMO
During the first half of the year, it's the perfect time to reevaluate your Medicare Advantage FMO. Are you getting the support you need? Are their tools and technology helping you stay compliant and…
10 Medicare Advantage Appointment Tips to Keep You Compliant
Learning about Medicare Advantage compliance and actually selling a plan to a client in real time are two different things. I know a lot of agents are afraid of compliance and stay away from Medicare…
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…
What Is the New Lasso Medical Savings Account (MSA)?
Are you seeing Lasso Healthcare for the first time? Whether you've just seen it come up on Medicare's Plan Finder or you heard about this unique MSA through the grapevine, you've come to the right…
Get Ready For 2022/2023 AEP Medicare Advantage Sales
*Agent Use Only. Not For Use With the General Public* Welcome to the 2022 AEP for CY2023 enrollments, which lasts from October 15-December 7. We're ready for another great AEP season! As everyone…
How to Prep & Study for the 2023 AHIP Exam
The 2023 AHIP training and exam opens up on June 20, 2022. Any agents who want to represent and sell CY 2023 Medicare Advantage and/or Part D drug plans need to complete the 2023 AHIP Medicare…
Do You Know What Seniors Want In a Medicare Advantage Plan?
Do you know what seniors really want in a Medicare Advantage plan? The answer, in many cases, may surprise you.
What Medicare Advantage Agents Should Know About Step Therapy
If you sell Medicare Advantage plans, it's important to understand how step therapy works.
The 5-Star Enrollment Period: Marketing Tips for Medicare Advantage Agents
The 5-star enrollment period for Medicare Advantage is actually an incredible opportunity to help senior clients. This SEP lasts for nearly a year as it runs from December 8 to November 30 of the…
7 Medicare Advantage Release and Intent to Transfer FAQs
Interested in changing your upline? You'll need to fill out an intent to transfer or release form to start the process. The problem? You cannot wait until AEP to make changes.
