CMS Enforcement to Begin? October 11 2021 Meeting

 

In this internal office meeting, we discuss the CMS Memo addressing the misleading Medicare Advantage commercials that are playing on the television non-stop.

Also, our process improvements for AEP and what to expect.

 

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Surviving AEP and Life Tips

Surviving AEP means starting with the right frame of mind. We cover agency improvements and important reminders.
See this internal office meeting video below:

See the video:

     


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Industry Updates for AEP – IMPORTANT – Sept 27 2021 Meeting

There are MANY updates to the lineup for AEP going into 2022 plans and things going on behind-the-scenes.
See this internal office meeting video below:

See the video:

     


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September 13, 2021 – Medicare Trivia and Carrier Updates

Chris Westfall Medicare Agent Training

There are MANY scenarios in the world of Medicare.
Here, we go over a few that agents VERY often get wrong.

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Gaylan Hendricks on Effective Cross-Selling

Gaylan Hendricks has a proven track record of setting records and creating unique products for our industry.

She is the creative force behind the Aetna Cancer plan and the super popular Manhattan Life dental/vision/hearing plan, among others.

Gaylan came to Charleston to talk with our folks about how and why to bring up these critically important topics.

     


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5-10-21 Office Meeting | Growth Update & National General Med Supp

Medicare Growth Update April 2021

Growth Updates, Russian Hackers, National General Medicare Supplement Review, and LIVE Charleston Agent Event..

This is our internal office meeting from May 10, 2021:

See the video:<[email protected]@>

     


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4-12-21 Meeting -NEW OPPORTUNITY

With updates to our internal process and a new product offering, making it much easier to help those who are choosing Medicare Advantage plans.

This is our internal office meeting from April 12, 2021:

See the video:<[email protected]@>

     


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02-22-21 Defending Clients – Office Meeting & AETNA Update Webinar

Wellcare is at it again with their old tactic of trying to convert our Part D customers into MAPD customers (and cutting out the agent, of course.)

Mutual of Omaha launching lower rates in a few states, Aetna with a new Life product, and a dental product you've probably never heard of before – quite enticing.

Members-only can … watch the video:  
<[email protected]@>

     


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Georgia Emergency SEP through March 2021

 

Georgia has declared a Special Election Period pertaining to Medicare, for those folks who did not / could not exercise their options during the typical Annual Election Period.  This special period impacts Medicare Advantage and Part D plans and runs through March 31, 2021.

See what this means, and carrier notices on this, below:
<[email protected]@>

     


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Creating a Client Experience: 2-1-21 Meeting

Do you create a memorable client experience with your phone calls?
Doing so means that your clients are far more likely to refer you to their friends and family.
This is one of the topics we covered in this agency meeting, held 02/01/2021.
Also, updates on Accendo expansion and US Fire Medicare Supplement, IASADMIN, and CSG Quote Engine..

Members-only can … watch the video:  

     


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01- 11- 2021 Medicare Update & Opportunities

Medicare Agent Training Chris Westfall

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.

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01-04-21 Meeting – Medicare Updates & News

MA OEP lasts until March 31st. The importance of using a CRM and documenting every conversation. What we learned about mentioning other products we help with, and more.

     


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AEP Continues..

The Annual Enrollment Period for Part D and MAPD is usually October 15 to December 7th.
This year, though, things have gotten slightly crazy.

Here is a list of extensions… Special Enrollment Periods.
As to an extension of AEP due to COVID, that is not happening in early 2021.

<[email protected]@>

     


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How to go from a Medicare Advantage to a Medicare Supplement Plan

UPDATE: December 2020
The big carriers, Aetna, Cigna, Mutual of Omaha, et al have made it known that they have no intention of paying agents for writing Medicare Supplements to Trial Right clients who were 65 when they started with a Medicare Advantage plan and, within that first 12 months, opt to go back to original Medicare where they can, per Medicare, buy ANY Medicare Supplement plan in the market.
<[email protected]@>

     


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How Do You Respond to Advantage Commercials?

Medicare Advantage commercials fill the airwaves on every television network. Hundreds of MILLIONS of dollars are being spent to lure seniors out of their original Medicare and into HMO's where it seems like they promise everything short of unicorns and…

     


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Office Meeting September 28 2020

In this week's office meeting, we covered the Blue Shield (CA) household discount, Aetna Medicare Supplement prep for AEP and 1/1 effective dates, Manhattan Life's new $3,000 benefit option and more. See the video: To see more of our office…

     


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Medicare Update 09-21-2020

Tips for helping seniors during the Medicare AEP in this Monday Morning Meeting.

     


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Hiring for Medicare Agents? Wait Just a Minute…

Many new members of Medicare Agent Training are coming from their independent discovery that there is a whole new world of Medicare out there that their agencies never told them about = Medicare Supplement.

Many of these agencies are running ads on Indeed and elsewhere, advertising for “jobs” that are commission-only and have various methods of contacting seniors for the SOLE purpose of selling Medicare Advantage plans.

Why is that?

The override for a new-to-Medicare Advantage client is HUGE, let me tell you (over $600 at FMO level).

Making over $150 to up to $300 per sale (the difference between what the agent will make) is a HUGE incentive to push Medicare Advantage vs. Medicare Supplement.

These new agents are discovering that they have been misled, or at least, left out of the education about the alternative to keeping Original Medicare and using a Supplement plan to fill in the gaps.

Be careful when looking for Medicare sales Jobs on Indeed!

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Lost a Client to MAPD Mid-Year?

An agent recently wrote in a support ticket that she had just lost a client to an Advantage plan and this happened for June 1st. She went on to say that this plan was not a Five Star Medicare Advantage…

     


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Anthem Announces Voice Signature

Anthem (who also goes by the names of Empire Blue, Amerigroup and Unicare) has made it possible to use a voice signature for their Medicare Supplement line and Medicare Advantage. Here is their webinar on the topic, aired April 9,…

     


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