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Paul Rose

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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

Build Lasting Relationships by Offering Free Medicare Assistance

Posted by Paul Rose on 3/16/21 11:28 AM

Seniors need more Medicare information. Earlier this year, Managed Healthcare Executive reported on poll results that showed nearly one in three Medicare enrollees feel they don’t have enough information on Medicare Advantage options, and more than half are not familiar with Star Ratings for plans.

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Topics: Medicare assistance, offering free Medicare assistance

Western Asset Protection Updated Operation Status

Posted by Paul Rose on 3/12/21 12:52 PM

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. 

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Topics: Arizona, Coronavirus, COVID-19

Covid-19 Vaccines: What Seniors Need to Know

Posted by Paul Rose on 2/22/21 12:48 PM

The COVID-19 vaccine is here – but not everyone can get it just yet. The supply is limited, and this means that some people will have to wait a while before they can be vaccinated. The CDC has issued guidelines for prioritizing access, but states are in charge of distribution, so where you live will have an impact on when you can get the vaccine.

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Topics: COVID-19, COVID-19 vaccine info for seniors

How Successful Medicare Agents Open Doors with a Multi-Carrier Portfolio

Posted by Paul Rose on 1/25/21 4:11 PM

You have to go through a few hoops to become a credentialed insurance professional focused on Medicare. On top of your initial state licensing requirements, you need to complete annual testing and re-certifications for each insurance company you work with – every year. You might be tempted to reduce your workload by only contracting with one or two respected Medicare insurance providers – but that would be a mistake. Here’s how successful Medicare agents open doors with a multi-carrier portfolio.

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Topics: Multi-Carrier Portfolio

What Is Your 2021 Annual Customer Retention Campaign Plan?

Posted by Paul Rose on 1/19/21 12:48 PM

Before the next AEP starts, you'll send out retention letters – but by then it might be too late. Your clients are another agent's prospects, so you need to make your retention a year-round priority. We hope the ideas below inspire you to level up your retention campaign in 2021.

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Topics: customer retention campaign

Planning for 2021: Top Seven Tips for Medicare Agents

Posted by Paul Rose on 1/5/21 10:37 AM

A new year brings new opportunity. Capture as much of that opportunity as possible by starting the year off right. Here are seven things you can do this January to prepare yourself for a great year in Medicare sales.

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Topics: Tips for Medicare agents

The Changing Landscape of D-SNP Enrollment

Posted by Paul Rose on 12/22/20 10:40 AM

Individuals who are eligible for both Medicare and Medicaid can enroll in a Dual Eligible Special Needs Plan, or D-SNP. D-SNPs are a special type of Medicare Advantage plan with limited enrollment.

D-SNP enrollment has changed a little in recent years. Here’s what insurance agents need to know about serving the D-SNP market.

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Topics: D-SNP, D-SNP enrollment

Should Seniors Buy Prescriptions from Amazon?

Posted by Paul Rose on 12/3/20 12:49 PM

Amazon may have started as an online bookstore, but has expanded way beyond that allowing consumers to buy everything from electronics and furniture to clothes and groceries through the online retail giant.

Their latest offering, Amazon Pharmacy, provides a way for customers to complete an entire pharmacy transaction on their desktop or mobile device through the Amazon App.

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Topics: Amazon, seniors buy prescriptions from Amazon

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