by PTT Financial | Aug 7, 2024 | Articles for Agents
Medicare agents should be preparing now for a busy AEP. It is anticipated there will be a lot of changes to Medicare plans for 2025. This is expected to create some turmoil in the marketplace causing many enrollees to shop for new plans. These enrollees will be...
by PTT Financial | Jun 13, 2024 | Articles for Agents
It’s not too early to start to prepare your communication strategy for ANOC mailings. The time period in September when ANOC letters go out from carriers is often an overlooked opportunity to connect with clients prior to the start of AEP. Carrier First Looks and ANOC...
by PTT Financial | Jun 13, 2024 | Articles for Agents
If you aren’t already selling Medicare Supplement plans, you are missing an important product in your portfolio. While 51% of eligible Medicare beneficiaries enrolled in a Medicare Advantage plan in 2023, these plans aren’t right for everyone. By selling Medicare...
by PTT Financial | Apr 30, 2024 | Articles for Agents
Hosting Medicare seminars is a great way to meet new prospects and generate leads. Seminars can be a powerful marketing tool that give you an opportunity to network in your community, create name recognition and build credibility as a trusted source of Medicare...
by PTT Financial | Apr 24, 2024 | Financial Planning
You have worked hard to save for your retirement years but there are so many factors you can’t control, such as the rising cost of living, the fluctuating stock market, and low interest rates. If you are concerned about running out of money in your retirement years,...