by PTT Financial | May 22, 2023 | Articles for Consumers, Financial Planning
You work hard and do your best to save for retirement. However, there are many factors you can’t control – like the ups and downs of the stock market, interest rates, and inflation. This uncertainty is one reason why annuities have become a popular option for...
by PTT Financial | May 16, 2023 | Articles for Agents
CMS has updated its marketing rules and regulations for Medicare Advantage and Part D. The 2024 Final Rule (issued on April, 5, 2023) focuses on reducing deceptive practices in response to thousands of consumer complaints. The following rule changes go into effect on...
by PTT Financial | Apr 24, 2023 | Articles for Agents, Medicare
Approximately 12.5 million people are dual eligible: enrolled in both Medicaid and Medicare. Some of these dual-eligible beneficiaries are at risk of losing their Medicaid coverage, meaning they will no longer qualify for their D-SNP plan. If you have D-SNP clients,...
by PTT Financial | Mar 23, 2023 | Articles for Agents
As a Medicare agent, you strive to educate your clients, helping them evaluate their needs and understand their options when choosing a Medicare plan. You play a significant role in helping them understand Medicare’s five-star-rating system and weighing the importance...
by PTT Financial | Feb 6, 2023 | Articles for Consumers, Financial Planning, Life Insurance
Life insurance is a key part of financial planning, and there are different types of policies to choose from. If you live in Texas, an insurance agent who is licensed in the state can help you review your Texas life insurance options and determine which policies work...
