Senior Market Insurance Agent Blog

10 Medicare Advantage Appointment Tips to Keep You Compliant

February 14, 2023

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 stay away from Medicare…

48-Hour SOA Rule and More Proposed Compliance Changes for 2024

January 24, 2023

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…

Agent Guide to Important Medicare Enrollment Periods and Deadlines

January 16, 2023

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.

What Is the New Lasso Medical Savings Account (MSA)?

October 5, 2022

Are you seeing Lasso Healthcare for the first time? Whether you've just seen it come up on Medicare's Plan Finder or you heard about this unique MSA through the grapevine, you've come to the right…

Get Ready For 2022/2023 AEP Medicare Advantage Sales

October 3, 2022

*Agent Use Only. Not For Use With the General Public* Welcome to the 2022 AEP for CY2023 enrollments, which lasts from October 15-December 7. We're ready for another great AEP season! As everyone…

How to Record & Store Calls for AEP: CMS Compliance Changes

August 2, 2022

New compliance rules and guidelines that apply to Medicare Advantage and Part D plans are coming. From new disclaimers to a call recording and 10-year storage requirement, these major changes will…

2023 AHIP Certification Discounts

June 20, 2022

Looking for 2023 AHIP discounts and promotions? You've come to the right place. Our team searched high and low and located several AHIP discounts, promotions, and reimbursements that are available to…

How to Prep & Study for the 2023 AHIP Exam

June 13, 2022

The 2023 AHIP training and exam opens up on June 20, 2022. Any agents who want to represent and sell CY 2023 Medicare Advantage and/or Part D drug plans need to complete the 2023 AHIP Medicare…

Do You Know What Seniors Want In a Medicare Advantage Plan?

May 24, 2022

Do you know what seniors really want in a Medicare Advantage plan? The answer, in many cases, may surprise you.

What Medicare Advantage Agents Should Know About Step Therapy

March 14, 2022

If you sell Medicare Advantage plans, it's important to understand how step therapy works.