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…
Selling Your Medicare Book of Business: An Interview with Debbie Deane
Debbie Deane is next up in our video series on agents who have sold their book of business to us. Debbie is a great agent out of Virginia who has become a good friend. Some of her book was in…
Selling Your Medicare Book of Business: An Interview with Steve Cooke
We're excited to continue our Succession Planning video series with Steve Cooke, an agent from South Bend, Indiana who sold his book of business to us in just 18 days.
Ultimate Scope of Appointment (SOA) Guide for Medicare Agents
Scope of Appointments (SOA) are an important part of selling Medicare Advantage and Part D prescription drug plans. That said, coming up with a system – and staying on top of ever-changing…
Agent Guide to Home Health Care and Medicare Coverage
Most Medicare agents are very well aware that Medicare does not pay for long-term care, whether you're in a nursing facility or at home. In a skilled nursing facility, you can get up to 100 days of…
Selling Your Medicare Book of Business: An Interview with Dianne Phillips
As you may already know, we've kicked off a series of short videos showcasing recent acquisitions over the last few months, some maybe in the last couple of years. These are agents ready to retire or…
Selling Your Medicare Book of Business: An Interview with Violet Taul
Hey, guys! This is John Hockaday. We've launched a series of short videos discussing recent acquisitions over the last few months and even a couple of years.
