The first quarter is almost wrapped up!  What have you done to make sure you have a great AEP?

Traditionally in the Medicare marketing arena, agents would start prospecting to the T65 (or turning 65 market) 3 months prior to their birth month, since that is when they receive their Medicare card in the mail and can enroll into coverage.

I have heard about all the excuses out there when it comes to offering ancillary products, or as the industry calls it, cross-selling. 

CMS has released the 2018 Medicare numbers.  You can find them on the CMS Fact Sheet located here. Below you’ll find some quick reference data as well as tips to help you share information with clients.

While the hustle of Medicare’s Open Enrollment is in full swing, it is easy to be short sighted.  We have a very limited time to review Medicare Advantage and Part D plans with our clients.

Keeping your name in front of your clients is key to keeping them loyal and top of mind when they are talking to their family and friends.

This may seem counterintuitive.  How can offering more products to clients generate more referrals?  Simple, you are providing more solutions to problems or issues before they become financial drains to a client.