Agent Portal Login
PTT Financial
  • Facebook
  • Twitter
  • RSS
  • LinkedIn
  • Youtube
Menu
Select Page
Now Is the Time to Complete Your Medicare Certifications for 2024 Fall AEP

Now Is the Time to Complete Your Medicare Certifications for 2024 Fall AEP

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...
Medicare Supplement Underwriting: Help Your Clients Navigate the Process

Medicare Supplement Underwriting: Help Your Clients Navigate the Process

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...
How New CMS Marketing Rules Will Impact Agents for Fall AEP

How New CMS Marketing Rules Will Impact Agents for Fall AEP

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...
Your D-SNP Clients May Be at Risk of Losing Coverage

Your D-SNP Clients May Be at Risk of Losing Coverage

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,...
What Your Clients Need to Know About Medicare’s Star Ratings

What Your Clients Need to Know About Medicare’s Star Ratings

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...
Life Insurance Plans for Women: Key Considerations

Life Insurance Plans for Women: Key Considerations

by PTT Financial | Jan 13, 2023 | Articles for Agents, Articles for Consumers, Life Insurance

When it comes to life insurance, women are still dangerously underinsured. Modern women have established themselves as indispensable breadwinners, and whether or not they’re paid, they’re often caregivers, too. Families depend on women, so life insurance plans for...
« Older Entries
Next Entries »

Recent Posts

  • People Are Moving to Texas: Here’s How to Win Their Business
  • How to Protect Yourself from Insurance Client Lawsuits
  • Help Your Clients Take Advantage of No-Cost Medicare Services
  • D-SNPs in 2026: Changes and Opportunities
  • How Can Agents Succeed in Life Insurance Sales? Three Keys to Success

Categories

  • Agents
  • Articles for Agents
  • Articles for Consumers
  • Careers
  • Cartoon
  • Financial Planning
  • Life Insurance
  • Medicare

PTT Financial

410 E. Harrison Ave.
Harlingen, TX 78550
844-277-5028

Articles for Agents

  • People Are Moving to Texas: Here’s How to Win Their Business
    Texas insurance
  • How to Protect Yourself from Insurance Client Lawsuits
    insurance client lawsuits
  • Help Your Clients Take Advantage of No-Cost Medicare Services
    no-cost Medicare services

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
  • Facebook
  • Twitter
  • RSS
  • LinkedIn
  • Youtube

Copyright © 2026 PTT Financial. All rights reserved.