Tag: sales ideas

Cross-selling to Your Medicare Clients Made Easy!

Now that the Annual Enrollment Period has come to an end, it’s a great time to review your clients’ coverage and make sure their needs are met. Medicare Advantage Plans, Medicare Supplement Insurance, and Prescription Drugs Plans do not fully cover all of the risks in your clients’ lives. This is your chance to do […]

Read the Article >

Pre-Warming Activities

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 […]

Read the Article >

Not affiliated with the U.S. government or federal Medicare program. This website is designed to provide general information on insurance products, including annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Jack Schroeder and Associates, LLC., its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.