Steve Spinner

Steve Spinner
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Recent Posts

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.

What Medicare Advantage Agents Should Know About Step Therapy

March 14, 2022

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

March 8, 2022

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

February 1, 2022

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

June 1, 2021

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

May 11, 2021

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

April 26, 2021

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…