Steve Spinner

Steve Spinner
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Recent Posts

Ultimate Scope of Appointment (SOA) Guide for Medicare Agents

November 28, 2023

Scope of Appointments (SOA) are an important part of selling Medicare Advantage and Part D prescription drug plans. That said, coming up with a system – and staying on top of ever-changing…

Medicare Advantage Highlights For the 2024CY AEP

October 23, 2023

*Agent Use Only. Not For Use With the General Public* Welcome to the 2023 AEP for CY2024 enrollments, which lasts from October 15-December 7. We're ready for another great AEP season!

10 Medicare Sales Event Tips for a Smooth, Compliant Seminar

August 22, 2023

Medicare sales events are a fantastic way to educate a group of individuals about a Medicare Advantage plan. You can enroll multiple people in the same plan at one time. That's a huge time saver,…

AHIP Study Guide PDFs & Printables

June 20, 2023

If you're planning to sell Medicare Advantage and/or Part D prescription drug plans, you'll need to pass the required Medicare + Fraud, Waste, and Abuse (MFWA) training and exam offered through AHIP.

How to Prep & Study for the 2024 AHIP Exam

June 20, 2023

The 2024 AHIP training and exam opens up on June 21, 2023. Any agents who want to represent and sell CY 2024 Medicare Advantage and/or Part D drug plans need to complete the 2024 AHIP Medicare…

How Much Does the AHIP Certification Cost?

June 12, 2023

Ready to offer Medicare Advantage and Part D prescription drug plans for contract year 2024?

5 Tips for Choosing a Medicare Advantage FMO

May 9, 2023

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

February 14, 2023

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

January 24, 2023

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…

Do You Know What Seniors Want In a Medicare Advantage Plan?

May 24, 2022

Do you know what seniors really want in a Medicare Advantage plan? The answer, in many cases, may surprise you.