by PTT Financial | Sep 30, 2026 | Articles for Agents
Medicare’s Annual Enrollment Period (AEP) is a marathon, not a sprint. It runs from October 15 to December 7, meaning that insurance agents need to sustain their energy for nearly eight weeks of marketing, meetings and paperwork. With the right preparation, you can...
by PTT Financial | Sep 30, 2026 | Articles for Agents
During Medicare’s busy annual election period (AEP), many agents meet with clients in their homes. Most home visits are routine, but unfamiliar environments can present unexpected risks, from aggressive pets and unsafe walkways to personal security concerns. A little...
by PTT Financial | Aug 28, 2026 | Articles for Agents
A client calls you in a panic. Their Medicare premiums are more than twice as expensive as they expected, and they don’t understand why. You ask some questions and determine they’re being hit with Medicare’s income-related monthly adjustment amount (IRMAA). For...
by PTT Financial | Aug 27, 2026 | Articles for Agents
As a Medicare agent, you can earn a great income and work on your own terms while helping others, but it’s not always easy. Increased competition, commission changes and shifting regulations can create difficulties for both new and veteran Medicare agents. The...
by PTT Financial | Aug 10, 2026 | Articles for Agents
The annual election period is one of the busiest times of the year for Medicare agents. Reviewing your technology now can help you streamline enrollments, improve client service and reduce administrative work before the rush begins. Use this checklist to evaluate...
