Streamline AEP: Top Scheduling Tools for Agents

August 20, 2024

Every October 15th, AEP arrives, and many agents run themselves ragged trying to help all of their clients before this 53-day window of opportunity is over. Scheduling appointments is a huge time…

8 Key Takeaways From Our 2025 Compliance Training Webinar

July 23, 2024

Our recent 2025 Compliance Training Webinar provided valuable insights into the upcoming changes and challenges in the compliance landscape.

2025 AEP Playbook Bundle: Industry Changes, Tips, & Pre-AEP Checklist

July 17, 2024

The upcoming AEP for CY2025 plan enrollments will be like none before it thanks to several market disruptions and big industry changes.

Sell Your Medicare Book and Keep Selling: with John Knepper

July 2, 2024

In our latest interview, we sit down with Mr. John Knepper, a seasoned Medicare specialist from Illinois. About a year ago, he decided he didn't want to be quite so busy, but he wasn't ready to fully…

2025 Part D Changes Every Agent Should Know

June 18, 2024

The 2025 Medicare Part D redesign, driven by the Inflation Reduction Act (IRA), introduces significant changes that will impact how you assist seniors in choosing their Part D plans.

How Medicare Part D Is Changing In 2023 & Beyond

June 14, 2024

Big changes are coming to Medicare Part D as a result of the Inflation Reduction Act (IRA), which was signed into law in August 2022. Part of this act targets prescription costs and other pricing…

How to Sell Medigap Plan N: Is Plan N Worth the Risk?

June 3, 2024

Originally published March 6, 2018. Updated May 30, 2024. Plan N is often a hot topic among independent insurance agents. Is it worth the risk, especially when you put it up against a Plan G? Let's…

How to Retire Gradually Using the Hybrid Model

May 28, 2024

Thinking about retiring in the next 2-3 years? One option is the "hybrid model." It allows you to sell your book of business while continuing to sell new policies. It's a great option for agents who…

16 Life Insurance Facebook Ad Examples to Help You Create Your Own

May 21, 2024

If you’re warming up to the idea of Facebook advertising but have absolutely no clue where to begin, a good practice is quite honestly to look at what everyone else is doing.

How to Present Plan N to Your Medicare Clients

May 14, 2024

Plan N has been poised to become a top Medicare Supplement choice for years, but presenting it to clients can be difficult.