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Want a Win-Win for You and Your Medicare Clients? Embrace Cross-Selling

Want a Win-Win for You and Your Medicare Clients? Embrace Cross-Selling

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...
How to Grow Your Agency Beyond a Solo Operation

How to Grow Your Agency Beyond a Solo Operation

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...
Preparing for 2026 AHIP Training and Certification

Preparing for 2026 AHIP Training and Certification

by PTT Financial | Jun 2, 2025 | Articles for Agents

June signifies that time of year when AHIP online training courses become available to agents and brokers for the following plan year. While AEP may seem far off, it will be here before you know it and AHIP certification is the first step in preparing for this busy...
How to Sell Texas Medicare Insurance

How to Sell Texas Medicare Insurance

by PTT Financial | Jun 2, 2025 | Articles for Agents, Careers

In 2025 an average of 11.400 Americans will celebrate their 65th birthday every day. By 2030, all 73 million Baby Boomers will have reached that milestone. In other words, the Medicare market is booming, and the demand for Medicare sales agents is soaring. Medicare...
Is Now the Ideal Time to Start a Career in Medicare Sales? Seizing the Opportunity

Is Now the Ideal Time to Start a Career in Medicare Sales? Seizing the Opportunity

by PTT Financial | May 14, 2025 | Articles for Agents

If you could get in on a career with the potential for 10,000 new customers a day, would you jump at the opportunity? Approximately 10,000 Baby Boomers age into Medicare every day, and if you can seize even a tiny fraction of the market, you can make a good career in...
The Benefits of Conducting an Effective Medicare Needs Assessment

The Benefits of Conducting an Effective Medicare Needs Assessment

by PTT Financial | Apr 29, 2025 | Articles for Agents, Medicare

When you conduct a Medicare needs assessment you are on a fact finding mission to gather all the pertinent information needed to recommend the plan that best meets your clients’ needs. In order to be consistent and ensure you don’t miss any questions, you should use a...
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Recent Posts

  • When Can Your Medicare Clients Appeal IRMAA Surcharges?
  • 7 Ways to Succeed in Medicare Sales Now
  • Is Your Medicare Tech Stack Ready for AEP? Use This Checklist
  • Will Medicare Part D Costs Increase in 2027? How Agents Can Help Clients Save
  • Are Your Medicare Clients Eligible for the New GLP-1 Coverage?

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PTT Financial

410 E. Harrison Ave.
Harlingen, TX 78550
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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

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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