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How to Protect Yourself from Insurance Client Lawsuits

How to Protect Yourself from Insurance Client Lawsuits

by PTT Financial | Apr 13, 2026 | Articles for Agents

For insurance agents, lawsuits can be a nightmare. You may be worried about the financial future of your agency, as well as your reputation. You may also feel guilty about the incident that triggered the lawsuit, or angry that you’ve been unfairly accused when you’ve...
Help Your Clients Take Advantage of No-Cost Medicare Services

Help Your Clients Take Advantage of No-Cost Medicare Services

by PTT Financial | Mar 12, 2026 | Articles for Agents

Many people with Medicare live on a fixed income, and with everything costing more these days, they want to be sure they’re getting the most out of their coverage. As a Medicare agent, you can help your clients protect their health and pocketbooks by sharing the...
D-SNPs in 2026: Changes and Opportunities

D-SNPs in 2026: Changes and Opportunities

by PTT Financial | Mar 9, 2026 | Articles for Agents

Dual Eligible Special Needs Plans (D-SNPs) can be complicated. CMS rules as well as Medicaid rules of eligibility seem to be constantly changing. But understanding D-SNP changes will benefit both you and your clients. Here’s what you need to know about these plans for...
How Can Agents Succeed in Life Insurance Sales? Three Keys to Success

How Can Agents Succeed in Life Insurance Sales? Three Keys to Success

by PTT Financial | Feb 13, 2026 | Articles for Agents

If you’re looking for a lucrative, flexible and rewarding career, life insurance sales may be just what you need. However, success isn’t guaranteed. In fact, Investopedia says only a small percentage of life insurance agents are still in business after the first year....
Medicare Star Rating Update for Texas Agents

Medicare Star Rating Update for Texas Agents

by PTT Financial | Feb 13, 2026 | Articles for Agents

Medicare’s five star rating system evaluates Medicare Advantage and Prescription Drug Plans based on their performance across multiple metrics. The rating are released every year just prior to AEP, making it easier for consumers to compare plans. How Did Plans Rate...
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PTT Financial

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Harlingen, TX 78550
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Articles for Agents

  • Are Your Medicare Clients Eligible for the New GLP-1 Coverage?
    Medicare GLP-1 Bridge
  • Medicaid vs. Medicare Coverage for Assisted Living Services: How to Fill in the Gaps
    Medicaid vs. Medicare
  • Which Type of Life Insurance Is Right for Your Clients? Ask Five Questions
    types of life insurance

Articles for Individuals

  • Texas Medicare Sales Agent Career Opportunities
    Texas Medicare Sales Agent Career Opportunities
  • How to Choose a Texas Financial Planning Partner
    How to Choose a Texas Financial Planning Partner
  • How to Choose an Annuity
    how to choose an annuity
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