by PTT Financial | Aug 12, 2025 | Articles for Agents
Most seniors want to stay in their homes as they age. This likely includes many of your clients. But what happens if it becomes more difficult for them to get out of their house for medical care? They might qualify to receive Medicare covered home health services if...
by PTT Financial | Jul 25, 2025 | Articles for Agents
Do you ever feel like you’re forgetting something important? There’s a lot to do in the leadup to AEP, and it’s easy to miss something. Don’t let any of your important prep fall through the cracks. Set yourself up for a great AEP with this AEP readiness checklist....
by PTT Financial | Jul 18, 2025 | Articles for Agents
A needs assessment is an important tool for Medicare agents. It allows you to gather comprehensive information about clients, which in turn enables you to guide them to the Medicare coverage that best fits their individual needs. How to Conduct a Needs Assessment A...
by PTT Financial | Jul 17, 2025 | Articles for Agents
Many seniors rely on Medicare for their health coverage, but the stark reality is that Medicare doesn’t cover everything. Helping your clients find the right plan for their needs is only half the battle. To truly cover their needs, you may need to offer additional...
by PTT Financial | Jun 27, 2025 | Articles for Agents
You can make a good living as an independent insurance agent. You can make an even better living as the owner of an independent insurance agency with multiple agents working under you. If you’ve built a successful insurance career as a solo operation, it’s time to...
