Steve Spinner
Recent Posts
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.
Top 5 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…
Marketing Materials for the 2022 Lasso Healthcare MSA
Interested in marketing the Lasso Healthcare MSA for 2022? You've come to the right place!
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…
Why Is the Lasso MSA So Great for Seniors Turning 65?
Your clients are the oldest they've ever been and the youngest they're ever going to be. They're at a spot in their life where they can take advantage of something because of their health and also…
Get Ready For 2021/2022 AEP Medicare Advantage Sales
Welcome to the 2021 AEP for CY2022 enrollments, which lasts from October 15-December 7. Every year, it seems to get here faster and faster. Here's what you need to know as you get situated for this…
How to Hold a Medicare Advantage Sales Seminar
This article is for agent use only. A Medicare Advantage (MA) sales seminar is a surefire way to educate your community and complete plan enrollments on the spot. The tricky part is fully…
How to Sell Medicare Advantage Over the Phone
Interested in selling Medicare Advantage products from home? It can sound intimidating, especially when you consider the compliance rules. But we're breaking it down into a series of actionable steps…
