by PTT Financial | Aug 3, 2023 | Articles for Agents
It seems like summer is already winding down and AEP is once again right around the corner. September is an important month for kicking off your pre-AEP outreach. Timing is crucial for both retaining current clients and prospecting for new ones. Client Retention Your...
by PTT Financial | Aug 1, 2023 | Articles for Agents
As you prepare for AEP, you’ll start to see carriers release their 2024 First Looks. These give agents an early glimpse into the plans for the upcoming year. It’s a good time to review what is changing prior to AEP and determine which plans will be the most...
by PTT Financial | Jul 12, 2023 | Articles for Agents
Every year, Medicare agents must complete their annual certifications prior to fall AEP. Summer is the perfect time to focus on these requirements and check them off your 2024 AEP to-do list. Start with AHIP Certification To sell Medicare Advantage and Part D plans...
by PTT Financial | Jun 22, 2023 | Articles for Agents
If your clients no longer have guaranteed issue rights, they will most likely need to undergo medical underwriting to change Medigap plans. You can help make the underwriting process easier to navigate by educating yourself on each carrier’s underwriting guidelines...
by PTT Financial | Jun 12, 2023 | Articles for Consumers, Financial Planning
When it comes to reaching their financial goals and planning for retirement, many people try to manage their finances themselves and hope for the best. You may have considered consulting with a financial planner but aren’t sure exactly what one does or how to go about...