News & Updates

Five Tips to Help Your Clients Maximize Their Medicare Advantage Plan in the New Year

Dr. Rhonda Randall, chief medical officer of UnitedHealthcare Medicare & Retirement, gives tips to help MA enrollees improve their health and maximize coverage.

MA and PDP Consolidations Prove It Pays to Run With the Best

Carriers are consolidating for several reasons, but many smaller carriers simply don’t have the resources to compete in today’s environment. 

How to Use HSA to Help Clients Pay For Long-Term Care Insurance Premiums

Using an HSA to pay for LTCI premiums may be an attractive option for your clients who are not eligible to deduct their premiums on their federal tax return.

CVS Caremark to Purchase Health Net Medicare PDP Business

Health Net, Inc. announced that it is in agreement to sell its Medicare stand-alone Prescription Drug Plan to CVS Caremark for approximately $160 million.

Medicare Advantage Question of the Day: Temporary Drug Supplies

Our Medicare Advantage experts help you stay compliant with real-life scenarios encountered by agents in the field.

Sales Tip #35: How to Document Permission to Call

According to CMS rules, agents must keep PTC documentation for a minimum of 10 years, and it must be retrievable upon request from the carrier or CMS.

Sales Tip #6: Know the Difference Between A Prospect & A Lead

Some might think it’s a petty distinction to make, but there is a difference between a prospect and a lead, and it helps for you to know it.

Sales Tip #13: Flexible Funding Options for an IUL Retirement Supplement Case

This sales tip will describe a flexible funding option that you may not have encountered before, but could be a great fit for certain situations.

Sales Tip #8: Build a Successful "COI" Referral System

Find out why most agents don’t get more referrals from their "Centers-of-Influence." Learn how to maximize your COIs and get the referral results you deserve.

Sales Tip #22: 4 Questions Insurance Agents Are Asking About LinkedIn

This is a high-level introduction to LinkedIn, who is using it, why you should check it out and how to get started.

What Are You Looking for in a Medicare Supplement Company?

What are you and your clients looking for in a Medicare Supplement company?

SMS Agents Make Historic First Sales Using iPad App

The Medicare Advantage industry made a historic technology leap this AEP when SMS agents in Rockford, IL, completed the first MA enrollments using an iPad app.

Annuity Maximization Strategies

Annuity demand has spiked in recent years, recognizing their value as a safe, tax-deferred savings option but about 80% of annuities end up being inherited.

Top 5 Challenges When Selling Life Insurance

In their 2011 Life Insurance Market Study, Agent’s Sales Journal and the LIFE Foundation asked agents to list the main challenges to selling life insurance.

Six Questions Life Agents Should Ask Themselves

Here are six questions life agents should ask about the market they're targeting, the solutions they're proposing, and their approach to building sales.