With the Annual Enrollment Period (AEP) right around the corner, it’s a good time for a review of the CMS rules regarding the marketing of the upcoming year’s plans. CMS does not allow the marketing of 2018 products prior to October 1st, when AEP marketing officially begins. Even with those restrictions, there are things you […]
“I’m a small business, so why do I need a brand?” Business and marketing experts urge small business owners to “brand” their businesses with a logo and a set of consistent marketing materials. You may not be convinced that you need a brand as an independent insurance agent, but let’s look at branding in a […]
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 […]
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 […]
