WHAT'S WAPPENING?

Medicare Marketing Do’s and Don’ts

Posted by Jean A. Lentsch on 7/27/21 2:07 PM

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.

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Topics: Medicare marketing

Have Things Changed for Your Clients? Ask Three Questions to Determine SNP Eligibility

Posted by Paul Rose on 7/12/21 9:20 AM

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.

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Topics: Special Needs Plans, SNP, SNP's, SNP Eligibility

Why Independent Agents Should Consider Forming an LLC

Posted by Jean A. Lentsch on 6/28/21 10:04 AM

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.

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Topics: LLC, independent agent LLC

Start Your AHIP 2022 Training Now

Posted by Paul Rose on 6/23/21 10:03 AM

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.

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Topics: AHIP, Medicare Training Tips

Five Tips to Up Your Medicare Sales Performance

Posted by Paul Rose on 6/14/21 12:01 PM

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.

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Topics: Medicare Sales

Playing Offense Against Joe

Posted by Paul Rose on 5/12/21 9:10 AM

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.

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Topics: Medicare client retention strategies

How to Develop a Compliant Medicare Referral Program

Posted by Jean A. Lentsch on 5/7/21 12:52 PM

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.

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Topics: Medicare Referral Program

New Poverty Guidelines Announced: Do Your Clients Qualify for Medicare Help?

Posted by Jean A. Lentsch on 4/28/21 3:21 PM

Many seniors struggle with the high cost of healthcare. Recent research published in Health Affairs finds that Medicare enrollees near the poverty line may forgo essential healthcare because of the cost. However, for many seniors, there may be a better option. Financial assistance is available for qualifying beneficiaries. The 2021 limits have been announced, so this is a good time to make sure your clients are getting the aid they deserve.

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Topics: Medicare help

Rethinking What It Means to Help Seniors with Medicare

Posted by Paul Rose on 4/8/21 9:35 AM

For a long time, the assumption has been that seniors are slow adopters or steer clear of new tech. Despite some individuals who broke the stereotype, that was probably largely true in the past – but is it true anymore?

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Topics: Helping seniors with Medicare

7 Tips for Transitioning from Captive to Independent Agent

Posted by Paul Rose on 3/22/21 1:45 PM

Insurance agents have two major career paths. They can work as captive agents tied to one specific insurance carrier. Or they can work as independent agents, selling plans from a variety of different carriers.

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Topics: transitioning from captive to independent agent

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