Recent Posts
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…
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.
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…
How to Market Medicare Advantage Plans
Marketing Medicare Advantage plans is often intimidating because of the compliance component. The language in your advertising materials needs to be compliant with CMS guidelines. Plus, if you…
How to Get a Release On Your Medicare Advantage Contracts
Getting a Medicare Advantage release can be a challenge. It often involves reciprocal agreements and waiting periods, and of course, the rules are different from carrier to carrier. While the release…