10 Proven Medicare Advantage Sales Tips from Top Producers
What separates the agents who struggle to hit their Medicare Advantage goals from those who consistently dominate their markets year after year?
12 Marketing Ideas for Annuity Awareness Month (2025)
Are you looking to boost your success in the senior market? Look no further than annuities. Not only are they highly profitable, but they also fill a critical need for those preparing for retirement.…
Medicare Part D in 2026: Key Changes Agents Need to Know
CMS has released the Final Calendar Year (CY) 2026 Part D Redesign Program Instructions, which bring a lot of changes to Medicare Part D prescription drug coverage.
When Does AHIP 2026 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…
Unlocking Annuity Success: 12 Key Takeaways From Our Training Series
Whether you joined us for every session of our 5-week Annuity 101 training or you're just catching up now, this blog post distills the game-changing strategies that can transform your book of…
CMS 2026 Final Rule: What Insurance Agents Need to Know
CMS dropped the Final Rule for Contract Year 2026 on April 4th, and there's quite a bit to unpack for those of us helping seniors with their Medicare coverage.
Inside the Schedule of a Multi-Million Dollar Insurance Producer
Note: Originally published January 31, 2023. Updated April 8, 2025. I sat down with multi-million dollar producer, Michael Sams, to find out what a day in his life is like. With over $8 million in…
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Insurance Agents: These HIPAA Mistakes Can Cost You
Let’s be honest... HIPAA compliance isn’t the most exciting topic.
14 Agents Share Their Honest Experience Selling to New Horizons
Over the past few years, we’ve had the privilege of helping dozens of agents transition out of their Medicare business, whether it was for retirement, relocation, or simply moving on to the next…
What to Expect In the Senior Annuity Market for 2025
Join us as we dive into the world of senior annuities, reflecting on the achievements of 2024 and making some predictions about what lies ahead in 2025.
How to Use PlanEnroll’s Agent Website to Increase Sales
PlanEnroll’s Agent Website offers a streamlined, professional way to connect with clients, build trust, and increase your sales potential.
The Ultimate 7-Step Onboarding Process For New Clients
After you make the sale, it feels all the work is done. And for the most part, it is! But if you’re interested in…
Selling Your Medicare Book of Business: An Interview with Carrie Sansom
When Carrie Sansom reached her 10th Annual Enrollment Period (AEP), she began feeling the need for change. As a successful Medicare agent with over a decade of experience, she had built a large and…
How to Maximize the New Medicare Advantage Midyear Statement (2025)
Starting in 2026, CMS is rolling out a new requirement for Medicare Advantage plans: a Mid-Year Enrollee Notification of Unused Supplemental Benefits. So many beneficiaries don't use their…
Selling Your Medicare Book of Business: An Interview with Paul & Lucille Sliker
When Paul and Lucille Sliker decided to leave the U.S. and make a life-changing move to Portugal, they knew it was also time to step back from their successful Medicare business. But as seasoned…
