2023 New Horizons State of the Union
Welcome to our annual state of the union! Sit down with Jeff Sams and John Hockaday as they chat about what's in store for 2023, from Integrity updates to our focuses for the upcoming year.
5 Reasons to Sell Your Medicare Business to Your FMO
When you start thinking about retiring, selling your book of business is one of the best perpetuation plans. You get paid on the valuable asset you've built, and if you choose the right buyer, your…
Top 5 Medicare Supplement Carriers for 2023
For agent use only. Not for use with the general public. Sit down with John Hockaday and Jeff Sams of New Horizons Insurance Marketing for an FMO's perspective on the Top Med Supp carriers for 2023.
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…
Top 5 Takeaways From Annuity 101 Training
We recently held our Annuity 101 training webinar, and I thought I'd take some time to share the top 5 takeaways.
A Day In the Life of a Multi-Million Dollar Insurance Agent
I sat down with multi-million dollar producer, Michael Sams, to find out what a day in his life is like. With over half a million dollars in Medicare Supplement sales and over $8.6 million in annuity…
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…
The Best (and Worst) Times of Year to Sell Your Insurance Business
Thinking about selling your book of business? The time of year can have a huge impact on how smooth the sale goes, especially for agents who have Medicare Advantage or Part D drug plans in their…
Agent Guide to Important Medicare Enrollment Periods and Deadlines
Many Medicare deadlines are critical for your senior clients. Forgetting or missing them could involve a coverage gap or penalty that will follow your client for the rest of their life.
The Ultimate 2023 Tax Deductions Checklist for Insurance Agents
Note: This article has been updated for 2023. Disclaimer: We are not tax professionals. Please consult with your accountant or CPA for tax advice. It’s tax season again, and we’ve put together a full…
