Articles For Agents
Finish 2024 Strong With This Post AEP Checklist
While it can be tempting to take a much needed break after this busy AEP, the last few weeks of the year are important for wrapping up 2024 and preparing for 2025. The time you invest now will help set you up for success next year. Close Out Administrative Tasks for...
Mileage Tracking and Tax Tips for Independent Agents
As you wrap up another busy year you don’t want to lose sight of keeping track of your expenses and any eligible tax deductions because tax season will be here before you know it. Writing off your expenses allows you to lower your taxable income and put some money...
How Are Star Ratings Changing in 2025
Medicare Advantage plans are continuing to see a decline in star ratings into 2025. Over the past few years, there has been a steady drop in performance, based on the quality measures put in place by CMS. In 2025, only seven plans achieved a five-star rating, a...
How to Compliantly Offer a Complete Solution Suite
If you only offer a limited number of insurance products, your clients will need to go elsewhere to fulfill all their coverage needs. This means you’re missing out on easy business opportunities to cross-sell to existing clients and gain new clients who are looking...
How to Use the Pre-Enrollment Checklist to Optimize the Customer Experience
As AEP gets into full swing you are preparing to assist an influx of clients and new prospects who are trying to understand their plan changes for 2025. No matter how busy you are, you must take the time to stay compliant with all of CMS’s rules and regulations,...
AEP Outreach Tips
Big changes are happening for Medicare in 2025, and this means many of your clients and prospects are going to need your help this AEP. In order to meet this challenge, it’s more important than ever to have an effective outreach strategy so you don’t miss out on this...
Closing Medicare Sales: How to Overcome Buying Objections
This AEP, more than 67 million Medicare beneficiaries will have the opportunity to enroll in a new plan that better fits their needs, and every day, around 10,000 more seniors age into Medicare. This should translate to plenty of sales opportunities for Medicare sales...
The AEP Countdown – Five Crucial Steps Before the Season Starts
As summer winds down, it’s time to make sure you’re ready for AEP. With more Medicare beneficiaries receiving negative ANOCs this year, there will be more people shopping and switching plans, meaning AEP will be even busier than usual. Turn this market turmoil to your...
Medicare Presentations: How to Stay Compliant
Medicare agents should be preparing now for a busy AEP. It is anticipated there will be a lot of changes to Medicare plans for 2025. This is expected to create some turmoil in the marketplace causing many enrollees to shop for new plans. These enrollees will be...
Your ANOC Communication Strategy
It’s not too early to start to prepare your communication strategy for ANOC mailings. The time period in September when ANOC letters go out from carriers is often an overlooked opportunity to connect with clients prior to the start of AEP. Carrier First Looks and ANOC...
How to Sell Texas Medicare Supplement Plans
If you aren’t already selling Medicare Supplement plans, you are missing an important product in your portfolio. While 51% of eligible Medicare beneficiaries enrolled in a Medicare Advantage plan in 2023, these plans aren’t right for everyone. By selling Medicare...
Preparing for 2025 AHIP Training and Certification
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...
Tips and Tricks for Hosting a Compliant Medicare Seminar
Hosting Medicare seminars is a great way to meet new prospects and generate leads. Seminars can be a powerful marketing tool that give you an opportunity to network in your community, create name recognition and build credibility as a trusted source of Medicare...
Five Tips for Selling Medicare Supplement Plans
In your role as a Medicare agent, you help guide your clients to the right Medicare plan. While 51% of eligible Medicare beneficiaries enrolled in a Medicare Advantage plan in 2023, these plans are not the best choice for everyone. Having Medicare Supplement plans in...
FAQs for New Medicare Agents
Starting out as a new Medicare agent might feel a little overwhelming at first. Partnering with the right FMO will make all the difference in the long-term success of your business. When you align with PTT Financial, you receive support and guidance from an FMO who...
How to Discuss Star Ratings with Your Clients
Most of your clients are probably somewhat familiar with Medicare’s star ratings. But they may not fully understand how the plans earn these ratings and how much weight they should be given when choosing a plan. You can help educate your clients on the star ratings...
When Does Medicare Pay for Home Health Care?
Most seniors want to stay in their home as they age, but what happens when they need more care? Medicare does pay for some home health care services in specific circumstances for those who meet the criteria. Here’s what your clients need to know about Medicare’s home...
T65 Marketing: How to Engage Newly Eligible Medicare Prospects
By 2030 an estimated 73 million baby boomers will have turned 65 at a rate of approximately 10,000 people per day. These new to Medicare enrollees will want to be educated on Medicare and will need help navigating their coverage options and enrollment timelines....
Update on D-SNPs and the Great Unwinding in Texas
In April 2023, after the federal government declared the end of the COVID-19 Public Health Emergency, states began the process of disenrolling Medicaid recipients who did not meet eligibility requirements. In the state of Texas, this has led to the removal of millions...
Why Your Clients Need Supplemental Cancer Insurance
If you are looking for ancillary products to build year-round revenue opportunities, consider adding supplemental cancer insurance to your portfolio. Cancer insurance can benefit your clients by alleviating some of the financial burden that comes with a cancer...
