Desktop Screen Sharing

One of our members, Curtis, posted the following message in the member forums. He was asking specifically whether or not anyone has used RingCentral and their experiences with their new screen sharing/video conferencing platform. Please see the video reply under…


Member Login Button


Click Here


Post-AEP Opportunities / OEP and SEP

This is a pretty good webinar from Humana on the opportunities beyond AEP for the Medicare Advantage space. Video: {“@context”: “”,”@type”: “VideoObject”,”name”: “Humana How to Navigate OEP and New SEP Opportunities”,”description”: “This video contains Humana How to Navigate OEP and…


Member Login Button


Click Here


How to Select an FMO for Medicare Sales

Here, in this real call I received from an FMO recruiting operation, you can hear some good questions you should be asking before you are contractually obligated to an FMO. 

See the video, then the tips underneath:

Questions to ask:

  1. Full commission. This means nothing short of the same the carrier offers, directly.
  2. Release upon request. The top FMO in the country DOES NOT offer releases, ever. Find out.
  3. Actual sales experience in the market.
    (An insurance license is easy to get. How much success have they had actually selling, personally?)
  4. Availability during YOUR sales hours.. Do you speak with clients after hours? Weekends? When is YOUR upline available?
    Bankers hours, only? When will they get back to you on actionable intelligence to help close the sale?
  5. How many “President's Club” and Carrier Awards trips has your immediate upline been on? What does that mean or not mean?
  6. Relationship with carrier reps who know what products are coming, where, and when.

Would you like to discuss where your contracts are? Write to: [email protected] anytime.


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…


Member Login Button


Click Here


WordPress Sites Under Attack

October 19, 2017

A recent warning by the security experts at Wordfence indicate a higher-than-normal amount of scanning of WordPress sites by hackers looking for SSL security key information. If stored incorrectly, private key information on your server could easily expose your site to exploitation and that can be the loss of business.

Here is a link to the Wordfence warning and this is the tool they recommend to scan your site to see if it is vulnerable right now.

Ironically, just two days ago, Chris Westfall made a post on how to not only secure your website for upcoming Google loss-of-search prevention but a way to do it free and easier than installing your own SSL security certificate (which is a huge pain). To see that secure post, click here:

Medicare Supplement Training



Near Zero Income Taxes? Chris Checked it Out (VIDEO)

Chris, his son CJ, and friend, Eugene, took a trip to Puerto Rico this past week to investigate this incredible tax incentive further.

Since 2012, businesses such as ours (where we work over the phone) can move to Puerto Rico and pay literally 0% personal income tax.

The corporate tax rate is 4% and there are no other taxes, period. This is under Act 20, Puerto Rican law. As a United States Territory, all federal US laws apply except for taxation and voting, which is left up to the people of Puerto Rico. They cannot vote for the US President at election time, but they enjoy their own system of taxation.

Chris has been researching this incentive for the past two years. This trip was the culmination of lots of research and planning. Chris met with two different accounting firms. One firm, BDO in San Juan, wants to charge $12,000 for the filing of the decree documents. The other, Tax Credits International, wanted to charge $20,000 for this same service.

Chris documented his visit in these two videos. Chris' next step is to take the family to see Palmas Del Mar in 2016.

Please “LIKE” and comment on the videos there on Youtube if you found them interesting at all!
Remember, this is amateur videography, folks!!

Here is Part 1:

They look better in full screen, click that box [ ] on the bottom right of the video player.


Here is Part 2:

Other References: