Blog's New Plan Finder Tool: What Insurance Agents Should Know

September 3, 2019

Medicare just redesigned their Plan Finder tool, and... it's quite different. If you’re anything like us, we found some of the updates pretty concerning, and it’s easy for all of us to hit the panic.

Medicare Basics for New Senior Market Insurance Agents

June 11, 2019

If you're brand spankin' new to senior market insurance sales, your first step is to learn about how Medicare works. The problem is that Medicare is complex, with plans and parts and regulations and.

What You Actually Need to Know From the 2019 Medicare Trustees Report

April 30, 2019

It's officially a tradition! Every year, we put out a summary of the annual Medicare Trustees Report. After all, it’s a few hundred pages long, and who has time for that?

How to Help Your Clients Sign Up For Medicare Part B

February 5, 2019

  Helping your clients sign up for Medicare is a great service that helps separate you from your competition. We have to give one of our great agents, RD Roulston, the credit for this quick tip that.

The New Medicare Card Is Coming

October 3, 2017

The 2018 Medicare & You Handbook has announced that new Medicare cards are on their way.

Financial Advisors and Medicare - a Perfect Fit

December 13, 2016

Planning for financial concerns involves much more than making smart choices among stocks and mutual funds. Your clients need to organize their financial lives to preserve income and manage their.

Video: How to use to store client drug lists

October 27, 2014

Do you help your clients with their Prescription Drug Plans each year? If so, here’s a time saving tip to help you save their list of prescriptions for future reference. UPDATE: The Plan.

Join the March to Old Age Security!

February 18, 2014

 A look at some historical Social Security & Medicare posters

Medicare Supplements: A Surprisingly Powerful Door Opener

December 18, 2013

Med Supp and Medicare Advantage have been game-changers for us.  This short article is a lawyer confessional.  Just like you, we must attract, woo, and close prospects to be able to pay our rather.

Medicare vs. Medicaid: Most Seniors Don’t Know the Difference

October 1, 2013

We elder law estate planners often hear people talk about someone that they believe is receiving nursing home assistance from Medicare. In reality, it is Medicaid.  It is very important for seniors.