2024 Plan F Agent Guide
We're 4 years post-MACRA, and we thought it was time for a Plan F check-in.
When Does AHIP 2025 Start?
Each year, AHIP's Medicare + Fraud, Waste, and Abuse (MFWA) Online Training comes out in June for the following plan year. AHIP has the health insurance industry's most widely recognized training. It…
What’s the Best 5-Year Fixed Annuity?
We’ve recently had agents calling in asking about the best 5-year fixed annuity. It's always a little hard to throw out an answer, because rates are changing constantly. Plus, the best 5-year fixed…
Cover Your Bases: How to Increase Insurance Agent Productivity
As an insurance agency owner, you want to make sure your agents are being as productive as possible. The money coming in the door directly reflects how well they're using their time. There's so much…
12 Exit Planning FAQs: Money, Options, Timing, & More
Over the last few years, we've helped over 30 agents retire by purchasing their book of business and servicing their customers. As you can imagine, there are a lot of questions during this time, so…
Annuity Production Case Study: How One Agent Did Over $11M
*This agent has chosen to remain anonymous.* When I see an agent doing over $11 million in annuity production in a year, I get curious. How are they doing it? What's the secret? I was nosy for all of…
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…
The Ultimate 2024 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…
What to Expect In the Senior Annuity Market for 2024
Join us as we dive into the world of senior annuities, reflecting on the achievements of 2023 and making some predictions about what lies ahead in 2024.
New Medicare Agents: 13 Common FAQs
Over the years, I’ve noticed a few trends when it comes to agent questions. I often get asked the same types of questions by both new and existing agents, and I thought it’d be useful to put them all…
