by PTT Financial | Jan 29, 2020 | Articles for Agents
Do your Medicare clients have special needs? Special Needs Plans (SNPs) are available for Medicare enrollees who have chronic health conditions, qualify for Medicaid or need institutional care. If any of your clients fit into any of these common categories, learn how...
by PTT Financial | Jan 9, 2020 | Articles for Agents
Many people like to kick off the new year with a resolution or two. Unfortunately, these resolutions are usually abandoned by summer – if they even last that long. According to Business Insider, 22 percent of people think it’s OK to give up on their New Year’s...
by PTT Financial | Dec 13, 2019 | Articles for Agents
The year is almost over. As 2020 approaches, you have one more chance to get your finances in order. End 2019 on a high note by taking these financial planning steps. Max Out Your Contributions Time is running out to make contributions to your retirement plans. If you...
by PTT Financial | Dec 5, 2019 | Articles for Agents
AEP is ending, but the Medicare Advantage Open Enrollment Period is right around the corner. To help you prepare, here’s a reminder of what you as an agent can do during OEP, as well as what your clients can do. For Clients – Enrollment Options The Medicare Advantage...
by PTT Financial | Nov 26, 2019 | Articles for Agents
The annual cost-of-living adjustment (COLA) means that retirees will be getting bigger Social Security retirement benefits in 2020. Before you start celebrating the windfall, however, it’s important to consider two things. One, the increase is only 1.6 percent. Two,...
