Steve Spinner

Steve Spinner
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Recent Posts

2025 Part D Changes Every Agent Should Know

June 18, 2024

The 2025 Medicare Part D redesign, driven by the Inflation Reduction Act (IRA), introduces significant changes that will impact how you assist seniors in choosing their Part D plans.

10 TPMO Disclaimer Tips to Stay Compliant (2024)

April 9, 2024

The TPMO disclaimer seems to be here to stay, but there's a lot of mystery surrounding it.

Medicare Rapid Disenrollment: Definition + Prevention Strategies

March 26, 2024

No agent wants to hear they've lost a client, especially when it's a rapid disenrollment at the beginning of the year.

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…

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,…

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

Updated April 4, 2024 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…

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.