10 Medicare Advantage Appointment Tips to Keep You Compliant
Updated April 4, 2024 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…
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.
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.
How to Track Mileage for Independent Insurance Agents
If you're the type of agent who visits your clients, or even goes door-knocking, you need to be tracking your mileage. At a tax deduction rate of 58.5 cents per mile for the first 6 months of 2022…
How to Know When It's Time to Sell Your Insurance Business
When you've been building your book of business for years, or even decades, it's really hard to know when it's time to sell. You have relationships with your clients, and you've invested everything…
The Senior Annuity Market: 2022 Year-in-Review & Looking Ahead
I’m Kirk Sarff, director of life insurance and annuity sales here at New Horizons Insurance Marketing. Over the past 19 years, we’ve seen annuity interest rates at competitive highs as well as their…
How to Help Clients Find Medicare-Participating Providers
Medicare clients often look to their agent for guidance when navigating the complexities of the government healthcare system.
How to Sell Hospital Indemnity Plans: Sample Sales Script
A Hospital Indemnity plan (HIP) is a fantastic insurance product, particularly for clients with a Medicare Advantage plan. When any health insurance plan comes with out-of-pocket exposure for a…
