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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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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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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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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