There’s a lot to be said for online conferences. You get the same information you would get at an in-person conference – possibly even more if you can watch recordings of sessions after they go live – but with no travel required. You can attend a conference anywhere in the world, and you don’t have to pay for a flight or hotel room. It’s better for your wallet, it’s better for the environment, and it might be better for your personal schedule, too.

Now is the time to compliantly communicate with clients and prospects before AEP. If you haven’t started, don’t wait. With everything that’s happened in the last year, your Medicare enrollees may have even more questions than usual. Below are eight ways to connect before AEP, as well as a list of compliance reminders.

As the Arizona reopening benchmarks develop, Western Asset Protection is taking all the safety precautions and steps to prepare for a return to the recently remodeled, new WAP office. We are assessing the situation and will continue to follow the state guidelines as well as take precautions to keep our employees, agents, agencies and partners safe. 

The next annual enrollment period will be here soon. Hopefully, you’ve already started your AHIP training. (We’ve got tips here to help you with that.) It’s also time to start building your marketing strategy.

We’ve seen just how much can change in a year. From finances to health, major shifts can happen overnight. If your clients have experienced a change in their situation, their current Medicare plan may no longer suit their needs.

As an independent agent, you are running your own business. Because of this, you should give some thought to the type of business structure you want to use. An LLC provides many benefits and is worth considering.

The new AHIP 2022 training begins on June 21, 2021. This is an important requirement for all Medicare brokers that represent MAPD and PDP plans with most key insurance carriers. This certification must typically be satisfied before you are ready to sell for 2022.

More than 10,000 seniors age into Medicare each day. During the last enrollment period, 36% of Medicare beneficiaries enrolled in a Medicare Advantage plan, an increase of 9% compared to the previous year, according to the American Journal of Managed Care.

By now, you may have seen retired football star Joe Nameth’s television commercials about Medicare. Even if you haven’t, it’s safe to assume that many of your clients have. Joe’s pitch is compelling – though arguably somewhat misleading – and many of your clients may be convinced. Unfortunately, the result could be bad for both you and your clients. It’s time to play offense.

Client recommendations can be the most effective form of advertisement. You work hard to help your clients get the right coverage for their needs. Most of your clients are very happy with your services, and many of them have friends and family who may need similar assistance. If they recommend you, it’s a win-win situation.