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Paul Rose

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12 Steps to Take This Week for a Better AEP

Posted by Paul Rose on 10/16/20 9:19 AM

AEP has begun! The actions you take – or fail to take – this week will help determine how successful you are this AEP. Below are 12 steps to keep in mind.

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Topics: 12 steps to a better AEP

The 2021 Medicare & You Handbook Is Here – See What’s New

Posted by Paul Rose on 9/21/20 1:15 PM

The National Medicare & You 2021 handbook has arrived, and it’s full of important information for the coming year. Here’s a look at some of the new highlights.

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Topics: Medicare & You Handbook

How Seniors Are Embracing Tech

Posted by Paul Rose on 9/16/20 3:52 PM

Do you still think of seniors as Luddites who don’t know how to use things like computers or smartphones? This stereotype is increasingly false. While some seniors may struggle with modern technology, more and more seniors are embracing technology. This trend started before the pandemic, but the coronavirus has helped fuel it – and it’s time for insurance agents to take notice.

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Topics: technology, how seniors are embracing tech

Why Agents Must Adopt Virtual Processes

Posted by Paul Rose on 8/26/20 8:18 AM

Face-to-face meetings have a lot going for them. When you meet people in person, you can make a strong connection and a lasting impression. You can also use voice, facial expressions and body language to communicate clearly.

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Topics: virtual processes

How to Help Senior Clients Get Comfortable with Tech

Posted by Paul Rose on 7/15/20 10:16 AM

Have you started using new digital communication tools recently? While these programs might be a necessity these days, some of your senior clients might need a little help getting up to speed.

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Topics: technology, senior clients and tech, senior clients and technology

13 Weeks. 8 Contacts. Your 2020/2021 Communication Plan

Posted by Paul Rose on 7/13/20 8:15 AM

The Medicare Annual Election Period (AEP) for 2021 coverage starts October 15, 2020 and ends December 7, 2020. That’s roughly 13 weeks away so now is the time to start communicating with your clients and prospects. 

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Topics: aep, AEP communication plan

Ask These 3 Questions to See if Clients May Qualify for SNPs

Posted by Paul Rose on 6/24/20 9:37 AM

A lot can change in a year, or even a month. If your clients have experienced major changes in their health or finances, their current Medicare plan may no longer fit their needs. 

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Topics: Special Needs Plans, SNP, SNP's

AHIP 2021 – Medicare Training Tips from WAP

Posted by Paul Rose on 6/17/20 1:11 PM

The new AHIP 2021 training begins on June 22, 2020. This is an important requirement for all Medicare brokers that represent MAPD and PDP plans with most key insurance carriers. This certification generally must be satisfied before you are ready to sell for 2021.

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Topics: AHIP, AHIP 2021, Medicare Training Tips

UPDATED Western Asset Protection (WAP) Current Operations Status - COVID-19

Posted by Paul Rose on 6/11/20 12:34 PM
We are excited that Arizona has begun to lessen restrictions on the workplace. It means that the economy will start moving again as businesses transition to the new normal.

  • The WAP Team is proceeding with caution, and we are not ready to re-open our physical doors quite yet. For now, we will continue to serve our agent partners from remote home offices.
    We want to reassure our agents, agencies and partners that WAP is fully staffed and continues to conduct business without disruption to customer support; including sales, contracting, licensing, and enrollments and commission processing. 
  • For the time being, agents will not have access to our facilities. 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. 

Materials, Flyers and Kit Requests

Regarding materials, please remember that you have 24/7 online access to PDFs of carrier materials that can be downloaded from the WAP website or the NEW Medicare Engine. 
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Topics: Arizona, Coronavirus, COVID-19

Beneficiaries with ESRD Can Enroll in Medicare Advantage Plans in 2021

Posted by Paul Rose on 6/10/20 9:23 AM

Big news! Starting in 2021, Medicare beneficiaries with end-stage renal disease (ESRD) will be allowed to enroll in Medicare Advantage plans. This is a significant change that will have major impacts on both the healthcare choices of ESRD patients and Medicare Advantage spending.

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Topics: Medicare Advantage, Medicare Advantage and ESRD

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