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Phishing Attacks Have Changed: How to Keep Yourself and Your Clients Safe

Phishing Attacks Have Changed: How to Keep Yourself and Your Clients Safe

by PTT Financial | Apr 27, 2026 | Articles for Agents

Scammers are phishing for your personal information. Phishing has been a problem for a while, but with new AI-powered tactics, the threat has intensified. Insurance agents and seniors are both targets, but you can take steps to keep yourself and your clients safe. How...
People Are Moving to Texas: Here’s How to Win Their Business

People Are Moving to Texas: Here’s How to Win Their Business

by PTT Financial | Apr 15, 2026 | Articles for Agents

Texas is a popular place. According to The Texas Tribune, Texas added 391,243 residents to its population in 2025. That’s more than any other state. Even though population growth has slowed a little, the Lone Star state continues to attract new residents. For Texas...
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....
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Articles for Agents

  • When Can Your Medicare Clients Appeal IRMAA Surcharges?
    appeal IRMAA surcharges
  • 7 Ways to Succeed in Medicare Sales Now
    succeed in Medicare sales
  • Is Your Medicare Tech Stack Ready for AEP? Use This Checklist
    Medicare tech stack

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