Year: 2015

Thoughts on Thanksgiving

“In a few years, I’m going to be obsolete.” That statement was made to me recently by a dear friend and a long-time insurance agent who was quite put out that a client had enrolled in a Medicare Advantage plan directly over the internet. “My clients can look at plans on Medicare’s website, and can […]

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Electronic Enrollment – The Ultimate Sales Sidekick

54 days, 50+ million prospects. To say the Medicare market is full of opportunity is an understatement, and for those who’ve decided to tackle it – congratulations! With the Annual Enrollment Period pre-marketing in full swing, and October 15th just a few days away, how do we handle all that needs to be done during […]

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Final Expense: Broaching the Subject – Life Beyond Medicare

Recently an agent approached me to express interest in working with Final Expense. The question that follows is one that I am all too familiar with – “How do I broach the subject of end of life planning?” Rule of thumb: no death jokes. Just don’t do it. Offering Final Expense to your existing clients […]

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Good News for the MA Market!

UnitedHealth Group (UNH) Stock Closed Higher Today on Favorable Medicare Advantage Rates (Source: http://www.thestreet.com/story/13055181/1/unitedhealth-group-unh-stock-closed-higher-today-on-favorable-medicare-advantage-rates.html) NEW YORK (TheStreet) — Shares of UnitedHealth Group (UNH – Get Report) ended the day higher by 3.36% to $116.40 on heavy volume in Monday’s trading session, along with other health insurers after the Centers for Medicare and Medicaid Services issued […]

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24 Questions to Help You Choose an NMA/FMO

As an independent agent, choosing a National Marketing Association/Field Marketing Organization to partner with can be a very difficult decision. Furthermore, how do you know you’ve paired up with an agency that’s as dedicated to your success as you are? Here are 24 questions to ask when choosing a Medicare Marketing Agency, NMA or FMO:

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