by PTT Financial | Jan 23, 2024 | Articles for Agents
CMS knows that many Medicare beneficiaries will experience certain life events or changes in finances or health that may mean they need to find different coverage to better fit their new circumstances. As these events may fall outside Medicare’s standard annual...
by PTT Financial | Jan 15, 2024 | Articles for Agents, Financial Planning
As a Medicare agent working to build your book of business, you already know how cross-selling ancillary products can help you leverage your already existing client base and build year-round revenue opportunities. It also benefits your clients by helping to identify...
by PTT Financial | Jan 15, 2024 | Articles for Agents, Medicare
CMS has very specific guidelines on the type of marketing activity agents can initiate during Medicare Advantage Open Enrollment Period (OEP) that runs each year from January 1 through March 31. OEP is only for Medicare beneficiaries currently enrolled in a Medicare...
by PTT Financial | Dec 12, 2023 | Articles for Agents
If you are thinking about making a career change in 2024, you should consider a career as a licensed independent Medicare agent. Approximately 26 million Baby Boomers will age into Medicare through 2030. Now is the ideal time to tap into this wave of Medicare...
by PTT Financial | Dec 11, 2023 | Articles for Agents
You have been having a lot of conversations with both your existing clients and prospects during AEP. As you evaluated their individual situations to find the best coverage, your discussions may have uncovered additional needs or gaps in coverage. This creates an...
by PTT Financial | Nov 15, 2023 | Articles for Agents
As you wrap up another busy year, make sure you keep track of your expenses and any eligible tax deductions – tax season will be here before you know it. Writing off your expenses allows you to lower your taxable income and put some money back in your pocket. Work...
