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You know what questions to ask. You know how to fill out an application, but you might be seeing your closing ratio slip and your cost per acquired lead is going up. Why? This is something we identified in our…
These updates cover AETNA, 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 video: {“@context”:…
This is one of the presentations from a recent LIVE event we had for agents in Charleston, SC. Below, Robert explains some of the ways we use automation to make life easier with our CRM. If you use a different…
REMEMBER: YOU HEARD IT HERE, FIRST: As predicted in our Nashville meeting in early 2018, this shift of focus has now taken another great turn. More carriers are getting behind this initiative and it will be even better for agents…
Here is a recent example of cross-selling where a client needs additional items besides just the Medicare Supplement, and this is one example of how it can be done successfully… hear the call: {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “Eugene Cross Selling”,”description”:…
Some agents ask if they could visit our offices. As we have grown offices four times in the past four years, there is still not enough space to have outside agents join our time for our daily routines very often….
We had been using Join.Me for years and their free version was the absolute best, in that it gave a randomly-generated new number for each session. Now, they seem to have taken away the free option. So, now we have…
Have you seen a new ad for a brand new Medicare Supplement in your state? Is your phone ringing off the hook with all of the big FMO call centers telling you that you should get in on this brand…
Every FMO is pushing the new GTL Precision Care cancer plan, so we took a very close look at it. While it has lots of sizzle, with the price as much as 4 times the cost of normal, lump-sum Cancer…
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…
LIVE EVENTS This event is two days, May 31st (Friday) and June 1st (Saturday). The event will be right near the Charleston SC airport all day Friday and Saturday. We will be going in-depth with lead generation, follow-up and sales…
What would it be like to travel the world, full-time, and work less than 20 hours a week on building your residual income? See the video: Find out, in this interview with Ross in New Zealand: {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “Interview…
So this is something we have never done before. We turned on cameras and left them running all day. Capturing just a few of the things that happened in our office, to keep it shorter than 8 hours, you now…
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…
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…
This video covers the importance of covering the gaping holes in Medicare Advantage plans such as the daily hospital costs, cancer costs, and short-term home healthcare. This is a recent webinar from GTL, which has (in our humble opinion) perhaps…
This is a pretty good webinar from Humana on the opportunities beyond AEP for the Medicare Advantage space. Video: {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “Humana How to Navigate OEP and New SEP Opportunities”,”description”: “This video contains Humana How to Navigate OEP and…
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…
November 29, 2018: Trying to find the PDF of your just-written Aetna app, using the new E-App tool? You won't find it under Pending business, for at least a few days. Here is how to find it and download it…
Due to the devastation in California from the wildfires, FEMA has declared the area a disaster area, triggering CMS to initiate a Special Election Period for all affected directly by the fires and those adversely impacted by those they rely…
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