Articles For Agents
Is Now the Ideal Time to Start a Career in Medicare Sales? Seizing the Opportunity
If you could get in on a career with the potential for 10,000 new customers a day, would you jump at the opportunity? Approximately 10,000 Baby Boomers age into Medicare every day, and if you can seize even a tiny fraction of the market, you can make a good career in...
The Benefits of Conducting an Effective Medicare Needs Assessment
When you conduct a Medicare needs assessment you are on a fact finding mission to gather all the pertinent information needed to recommend the plan that best meets your clients’ needs. In order to be consistent and ensure you don’t miss any questions, you should use a...
CMS 2026 Final Rule: The Top Six Things You Need to Know
CMS released its Final Rule for Medicare Advantage and PDP plans on April 4, 2025. These changes will be in effect January 1, 2026. Here are the top six things you needs to know: 1. No Cost Sharing for Adult Vaccines $0 cost share for any adult vaccines recommended by...
10 Spring To-Dos for Medicare Agents
Why does a traditional spring cleaning make us feel so good? We make our to-do lists with the goal of refreshing, decluttering, and reorganizing the space around us. And when we’re done, the sense of accomplishment makes us feel more energized and productive, more...
Medicare Extra Help Income Limit
You help you clients find the best Medicare plans for their needs, but some of them might need a little extra help paying for their prescription coverage. Even with the 2025 $2,000 cap on prescription drug costs, many seniors find their prescription drugs can be...
Educate Your New Clients on the Importance of Routine and Preventive Care
Seniors often delay important healthcare services for a variety of reasons. These include financial concerns, fear of the diagnosis or treatment, trouble navigating the healthcare system, and even transportation issues. You can play an important role in educating your...
Who Should Buy a Medicare Supplement Plan?
Medicare is far from free. The high cost of health care in retirement can be anxiety inducing for seniors, especially those with limited income and chronic health conditions. A 65 year old who retired in 2024 can expect to spend $165,000 on healthcare during their...
Year-Round Opportunities for Medicare Sales
Every Medicare insurance sales agent knows that the Annual Election period from October 15 to December 7 is the busiest time of the year. The first three months of the year, when the Medicare Advantage Open Enrollment Period gives dissatisfied enrollees a second...
Cross-Selling to Seniors: Do’s and Don’ts
Medicare doesn’t cover all of the insurance needs that seniors have. Your clients might have gaps in coverage that could leave them at financial risk. By cross selling ancillary products, you not only help fill those coverage gaps, but you also build year round...
Texas Medicare Sales Agent Career Opportunities
It’s a new year and an ideal time to think about making a career change. If you don’t know where to look – or even what field you might be interested in – you should seriously consider a career as an Independent Medicare Sales Agent. It could be just the opportunity...
Medicare T65 Marketing Strategies
2025 will be a banner year for baby boomers entering the Medicare market. A record 4.18 million Americans will turn 65 this year, an average of 11,400 per day, the highest number ever in one year. Medicare agents looking to grow their businesses know the importance of...
Show Your Clients Some Love This Valentine’s Day
Valentine’s Day is a great time to let your clients know how much you appreciate them. Here are a few ideas to show your clients you care: Send a handwritten card - this is the most personalized way to send your message. If you have a large customer base, you can...
Life Insurance Awareness Month: Four Ways Life Insurance Can Help Your Senior Clients
There are several ways seniors and their families can benefit from a life insurance policy. The different types of life insurance that are now available can fill a variety of needs and provide a wide range of benefits: Provide cash flow to cover final expenses which...
Practical Goal Setting Tips for Agents
Successful insurance agents know that in order to keep their business growing and thriving they must continue to raise the bar each year. Maintaining the status quo will never be enough in this competitive field. Setting well defined goals can create a road map for...
New Year Client Check In
Now that the new year has begun, it’s time to check in with your clients to make sure they are happy with their new healthcare coverage. Client retention should always be a priority and outreach at the start of the year is key to ensuring your clients understand their...
Finish 2024 Strong With This Post AEP Checklist
While it can be tempting to take a much needed break after this busy AEP, the last few weeks of the year are important for wrapping up 2024 and preparing for 2025. The time you invest now will help set you up for success next year. Close Out Administrative Tasks for...
Mileage Tracking and Tax Tips for Independent Agents
As you wrap up another busy year you don’t want to lose sight of keeping track of your expenses and any eligible tax deductions because tax season will be here before you know it. Writing off your expenses allows you to lower your taxable income and put some money...
How Are Star Ratings Changing in 2025
Medicare Advantage plans are continuing to see a decline in star ratings into 2025. Over the past few years, there has been a steady drop in performance, based on the quality measures put in place by CMS. In 2025, only seven plans achieved a five-star rating, a...
How to Compliantly Offer a Complete Solution Suite
If you only offer a limited number of insurance products, your clients will need to go elsewhere to fulfill all their coverage needs. This means you’re missing out on easy business opportunities to cross-sell to existing clients and gain new clients who are looking...
How to Use the Pre-Enrollment Checklist to Optimize the Customer Experience
As AEP gets into full swing you are preparing to assist an influx of clients and new prospects who are trying to understand their plan changes for 2025. No matter how busy you are, you must take the time to stay compliant with all of CMS’s rules and regulations,...