Medicare Educational Events Compliance Roadmap: Best Practices

March 12, 2024

The idea of hosting an educational Medicare event intimidated me for a long time thanks to compliance. I worried about unintentionally breaking a rule and getting into some red tape, so I just…

Agent Guide to Home Health Care and Medicare Coverage

November 21, 2023

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…

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.

How to Help Clients Find Medicare-Participating Providers

November 22, 2022

Medicare clients often look to their agent for guidance when navigating the complexities of the government healthcare system.

Should Financial Advisors Get Into Medicare Sales?

December 14, 2020

Financial advisors may be experts when it comes to investments and estate planning, but what about Medicare?

Medicare Basics for New Senior Market Insurance Agents

November 9, 2020

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

How Agents Can Help Disabled Clients Under Age 65 With Medicare

June 8, 2020

Did you know 16% of individuals with Medicare coverage are under age 65 (Kaiser Family Foundation)? Whether it's a mental disorder, an injury, cancer, or something else, those who are disabled will…

7 Surprises to Insurance Agents After They Enrolled in Medicare

January 21, 2020

Enrolling into Medicare is one of the most complicated endeavors you go through as you prepare to turn 65. Thankfully, independent insurance agents make the confusing process simple.

How to Help Your Medicare Clients That Are Working Past Age 65

December 17, 2019

As an independent insurance agent in the Medicare space, you’re bound to see a little bit of everything. However, something you’re probably seeing more and more is clients that are choosing to work…

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…