Welcome to the POST-Annual Enrollment Period {See the Video Below!!!} January 1 to March 31, 2020 Now the second fun season begins! We are now heading into what was before called the “Medicare Advantage Disenrollment Period”. This is covered on…
mutual of omaha
Medicare Supplement Company Updates June 2019
These updates cover AETNA, Bankers Fidelity, Mutual of Omaha companies, CIGNA, and Everest Re. Some good, some bad updates – but you need to know, and you won't get a company flyer on some of these updates! See the…
Mutual’s trip – Dominican Republic
Update from the Mutual Sales Leaders trip March 2019: Approached (day one) by four guys who said that they attribute a significant portion of the credit for their success from the information found on MedicareAgentTraining.com. I cannot tell you how humbled…
False Alarm on Cancellation Notices
Today we started getting Lapse notices from one of our primary carriers and, it turns out, they are false alarms being generated by a new change in policy. The policy, allowing new and old policyholders to change their draft date…
Renewals for Residual Income
Best practices for maintaining your book of business. In this video, we go over how to create a renewals-notification process that is highly effective and gives you a very high chance of maintaining your clients over the years. Show…
AEP for 2019
Update from December 8 – December 31st, 2018 See the video below MAPD people can apply now for February 1 effective date for a Medicare Supplement if they still wish to get off of Medicare Advantage. Once approved by the Medicare…
Mutual of Omaha Sales Leaders Trip 2018
The Mutual of Omaha Sales Leaders trip for 2018 was awesome. We went to Milan, Italy the week before and then met the Mutual trip folks in Killarney, Ireland right after spending St. Patrick's Day in Dublin. What a trip…
March 2018 Medicare Update
After a meeting in Palm Springs with some top producers, I came away with some good news for those in the Medicare business.
On location in San Diego, here's my update on the industry and what's coming.
Remember, we can write a Medicare Supplement up to 6 months prior to their Part B start date.
Some notable exceptions to these include carriers that do not allow it (see your Agent Guides).
We know these to be Anthem, Humana, and Cigna (90 days).
What do you use when they have no Medicare card yet and you're writing a T65 application? See below!
See the video:
January 2018 Update
A few updates that you should be aware of, involving the CUL (now Manhattan) dental plan, Mutual of Omaha, Aetna, and Bankers Fidelity. Shortcuts to the Updates: Aetna Expansion Update Bankers Fidelity Update CUL Dental Update Mutual of Omaha Expansion…
Idaho and North Carolina Agents
If you sell in Idaho, you likely received the warning from the Idaho Department of Insurance via e-mail this situation involving contacting seniors on Plan F and attempting to get them a better Plan G. See the video: Idaho has…
LIVE Medicare Q&A Session 09-22-17
The marketing and seasonal FAQ webinar covering a variety of topics including GPM's new dental product, Mutual of Omaha's new dental product, Manhattan Life's new brand of WULA, and more. See the video: Mutual of Omaha Dental Product Availability as…
Mutual of Omaha Cancer Plan Webinar
This is the new (in 2017) Critical Advantage Portfolio webinar. This plan from Mutual of Omaha covers Cancer, Heart Attack, and Stroke. This plan is unique in that it also covers Alzheimer's Disease. The Critical Illness (comprehensive) policy can be…
What happened in Laguna Beach?
Laguna Beach, California was the scene of this year's Mutual of Omaha Sales Leaders reward trip based on having written $200,000 or more in Medicare Supplement premium for 2016. It was a great time! There are 100 winners there and…
Mutual of Omaha Webinar: Florida Launch
This is one of those corporate webinars where they tell you the background of their company and why they're so great. It does go into some value-added features of writing business with Mutual of Omaha that most agents do not…
February Medicare Update
In the video, I cover Bankers Fidelity, GPM Life (making a come-back), Everest, Americo, CSI, Mutual of Omaha, and awesome news from Aetna. Oh, and the audio book that will change your life IF YOU LISTEN TO IT. See the video:…
CSI Makes GI Change
CSI (also known as CSI LIFE) announced today that on Guarantee Issue cases, they will require agents submitting them to send in paper applications with “wet” signatures. So, no more E-app if you are submitting a GI case to CSI…
Rome Trip with Mutual of Omaha
April 8 through April 14th, 2016, I was with my wife in Rome with the Mutual Sales Leaders awards trip. This trip was earned after sending over $200,000 in premium to Mutual of Omaha for 2015. The Aetna trip, which we earned,…
Mid-February 2016 Medicare Update – IMPORTANT
In this update, we cover a new product launch coming out this summer, also Q&A on why companies change their names and how to overcome the #1 objection you get when selling by phone. Also, I talk about pre-existing conditions…
Medicare Update: November 16, 2015
How anyone can get a Medicare Supplement without underwriting “hypothetical scenario”. CSI E-app Update that you need to know! Transamerica E-app Tip that will save frustration AETNA Underwriting tip saves days off U/W time & Change to AETNA's New State…
August 7, 2015 Updates Webinar: T65 FAQ FOCUS
Covered in this webinar: T65 Marketing, T65 Process, Part B knowledge, Data for Dialing, and Open Enrollment vs. Guarantee Issue See the video: Skip to 25:00 minute mark for the T65 process overview. UPDATE: New Medicare cards no longer contain…
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