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Financial Preparedness Includes Disaster Preparedness

Financial Preparedness Includes Disaster Preparedness

by PTT Financial | Sep 24, 2019 | Articles for Consumers, Financial Planning

Could your finances weather a storm? A disaster – whether it’s a hurricane, earthquake, fire or other catastrophe – can be financially devastating.  Good preparation can help keep both your family and your bank account safe. September is National Preparedness Month,...
PTT Financial Cartoon of the Week: I Knew I was Successful When …

PTT Financial Cartoon of the Week: I Knew I was Successful When …

by PTT Financial | Sep 18, 2019 | Cartoon

Buying Medicare When My Spouse Has Insurance: Key Considerations

Buying Medicare When My Spouse Has Insurance: Key Considerations

by PTT Financial | Sep 17, 2019 | Medicare

When you turn 65, you become eligible for Medicare. While many people enroll right away to get their benefits and to avoid late penalties, some people have other insurance options. If your spouse has insurance through work, you may be wondering whether you should stay...
10 Client Retention Strategies for Medicare AEP

10 Client Retention Strategies for Medicare AEP

by PTT Financial | Sep 17, 2019 | Articles for Agents

By now, you’ve probably heard the news: It costs much more to acquire a new customer than it does to retain a client you already work with. In fact, the probability of selling to an existing customer is as high as 60 to 70 percent according to ClickZ. With that in...
PTT Financial Cartoon of the Week: You Told Me I Invested Enough Money to Enjoy a Comfortable Retirement

PTT Financial Cartoon of the Week: You Told Me I Invested Enough Money to Enjoy a Comfortable Retirement

by PTT Financial | Sep 10, 2019 | Cartoon

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Articles for Agents

  • How to Sustain Your Energy for a Productive AEP
    productive AEP
  • Home Visit Safety Tips for AEP
    home visit safety
  • When Can Your Medicare Clients Appeal IRMAA Surcharges?
    appeal IRMAA surcharges

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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