Scope of Appointment, Spouses, best practices and MORE state changes
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birthday rule
9/11/2023 Internal Office Updates
Updates on AEP Preparations and state changes
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New State Birthday Rule & More | Weekly Meeting 3/27/23
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Medicare Timelines, HSA, LA Birthday Rule, and more udpates: 08-08-22 Office Meeting
Lots of updates, reminders, and internal policy improvements here.
See meeting notes under the video:
August 23, 21 Meeting – New Birthday Rule State and More
Illinois will have a Medicare Supplement Birthday Rule, beginning January, 2022.
That, and other improvements to our internal process discussed:
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06-07-21 Office Meeting – New (2) State Laws!
Revealing two changes to state laws that will create more opportunities for Medicare Supplement options.
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01- 11- 2021 Medicare Update & Opportunities
Our meeting today covered improvements in our process, things we are experiencing and how to fix them, and opportunity updates for California's birthday rule.
Members only can … watch the video:
Great New Opportunity
We constantly keep our eye out for unique opportunities that those agents, who still don't see by phone, just cannot take advantage of. This is one such opportunity. See the video!!! <!@split@> See the Cigna Webinar about the Oregon…
Unique Opportunity California
As we have covered in the past, the California market is very unique from the rest of the country in that they have the Birthday Rule. This allows anyone with an existing Medicare Supplement plan to change to an equal…
States with Special G.I. Rules for Medicare Supplements
Some states have odd guarantee issue rules or what they call “open enrollment”, either once per year or all the time. Those rules usually cause the companies to pay the agent half, or zero, commission when exercising their guaranteed issue…
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