April 7, 2025 Internal Meeting Updates

This is the internal office meeting at Senior Savings Network from April 7, 2025.

The notes are under the video:

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Feb 24 2025 Meeting with Updates

We had LOTS of updates, including a presentation on how we've been doing in the office compared to other agencies.

Notes are under the video:

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January 6, 2025 Internal Sales Meeting

Welcome to 2025..
A quick look at how our office did in December and tips on more sales… sharing best practices.

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April 8 2024 Meeting

Improving office process and communication to clients.

This office meeting happened when Chris was on the Barcelona, Spain trip with Mutual of Omaha, so you'll see some of those video clips in this video.

Notes under the video:

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Veteran Medicare Answers – 3/11/24 Internal Meeting

We talk about our response to the Cigna changes, whose client communications go out 3/15/24, and discuss options for Veterans who utilize the VA for all of their medical care.. Should they start Part B?

Notes under the video:

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CIGNA Urgent Update March 2024

Cigna is sunsetting the CHLIC brand for Medicare Supplement.

However, this differs significantly from what we have seen in the industry with simple name changes or block of business sales.

Please see below for details and resources:

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Medicare Supplement Outlook Feb 26 2024 Updates

Updates from the industry and better ways to communicate to make sure that scheduled appointments are not a waste of time.. join the discussion from February 26, 2024.

Notes under the video:

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Changing Things Around Here – 10-23-23 Office Meeting

Notes will be under the video:

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Sept 25, 2023 Meeting – SOA Talk & Birthday Rule

Scope of Appointment, Spouses, best practices and MORE state changes

See meeting notes under the video:

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9/18/23 Office Meeting. More states with GI and AEP Prep

Updates on AEP Preparations and MORE state changes

See meeting notes under the video:

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Industry and Carrier Updates | Weekly Meeting 6/26/23

See meeting notes under the video:

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Very Unique Medicare Supplement Product – Physician’s Mutual Overview

This is a very interesting product, indeed.. see the informative webinar and see for yourself how this might fit into your offerings…

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Humana Med Supp – Great Changes!

Humana announced many new changes to their product line.. while their E-App still leaves MUCH to be desired, these new changes make their product more attractive for long-term client retention and satisfaction. Make sure to watch the briefing all the way to the end.. lots of new good things here:

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Final Push During AEP – Tweaks and Expectations

AEP almost done – making our final push with improvements

See meeting notes under the video:

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Mutual of Omaha Updates – San Diego Trip

Notes from the pre-AEP Mutual of Omaha trip to San Diego 09/27 to 09/30/2022.

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Prep for AEP – Getting Ready – 08-22-22 Internal Office Meeting

AHIP is done in our agency, and carrier certifications have almost all been completed for AEP.

Lots of updates, reminders, and internal policy improvements here.

See meeting notes under the video:

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JUL 18, 2022 Internal Office Meeting – Difficult People and Advantage Shift

Dealing with difficult people and the coming shift to Medicare Advantage..

See meeting notes under the video:

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2023 Medicare & You (SNEAK PEEK)

We have been asked to help review and submit suggested changes to the 2023 Medicare & You Guidebook. Therefore, we are requesting YOUR help in this venture. Please note that this is a CMS draft copy and distribution is NOT…

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Major Industry Updates – 4/11/22 Internal Office Meeting

London, Santa Fe, and Albuquerque – Three meetings with top producers in three weeks..

Here are some inside-industry updates and takeaways from these meetings (more to come, too.)

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Feb 7 2022 Meeting – Industry Updates

Updates and best practices from a meeting last week with other top-performing agency leaders, and verbal Scope of Appointment!

See this internal office meeting video below:

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