Nat’l Med Supp Conference Updates

Updates from Chris Westfall from the Nat'l Medicare Supplement Conference in Orlando, FL April 13-15, 2015 Chris did an interview at the conference on Selling Medicare by Phone Part D Tip: Susan Hatch is the top producer in California. Here…

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CSI E-Application Updates

Update from Nov. 2017: We are no longer writing CSI to our clients due to their 10-12% rate increases announced 4Qtr 2017 The company that has delivered the most stable rate history in the industry now delivers a new release…

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IAC Medicare Supplement

IAC Medicare Supplement details: Bullet Points: IAC = Individual Assurance Company 50 year old insurance company B+ Rating 100% Phone-only Application Process (like Equitable & Heartland) Rolling out into many states (See map below) 7% Household discount only requires someone…

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Step-By-Step Presentation by Phone

Sometimes when you hear one, two, or three agents tell you that something is working, it is still hard to believe that you can do it, too. I get that. So, I'm bringing you more detailed, step-by-step information on how…

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Webinar: Two New Med Supp Companies

Please see the replay by clicking on the video:   Download the slides here: Helpful Links: Standard Life LCBA Medicare Supplement Facebook Strategy in Detail WordPress Security Strategies…

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Post AEP Interview with Campbell

This is a post-Annual Election Period conversation with Campbell in Georgia. In our original recorded conversation in July of 2013, Campbell detailed how he generates his own leads locally, for very little or next to nothing cost. Now, that has…

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Mutual of Omaha Spouse Discounts

Mutual of Omaha, through their latest brand name, has announced 12% spouse discounts in certain states.  You can see the list of states and their discounts here – Click Here.      …

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Radio Interview with Chris Westfall on Medicare

On November 15, 2014, Chris Westfall was interviewed on the “Money Matters” radio program on WSC 94.3FM in Charleston, SC.

The show's host, Rick Durkee, is a well known financial advisor in the greater Charleston area with a financial services firm dedicated to those that are retiring or already in retirement. Chris met Rick through a mutual friend at the radio station and Chris was invited to be a guest on the show, in recognition of the “Medicare season” going on.

Here is the interview, edited by Chris for brevity (commercials removed):

Leaving Employer Plan for Med Supp

Important consideration when you have someone wanting to leave their ever-increasing costs in their employer-based health insurance plan and, instead, get just Medicare and a Medicare Supplement plan. If you don't take the drug cost into account, it could even…

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Webinar October 29 2014

This was a short, interactive webinar where Chris interviewed one of our newer agents, Joe R. Joe is great at breaking down what he has found to be the most important aspect of writing 20 Med Supp applications a month…

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Getting Ready for A.E.P.

Remember, that in order to sell Medicare Supplements, no certification beyond your health license is required. See my video.. This is the beginning of the busiest season of the year! Get ready for it!…

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How come I can’t have those rates?

The quote engine we see is a reflection of today's published rates by the carrier. This has absolutely NOTHING to do with the rate the long time customer is paying right now. What you are seeing on the quote engine…

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The Truth About High Deductible Plan F (HDF)

Now See their video: My Notes, with the timestamp I'm referring to: 4:32 You can offer any of our Med Supps Guaranteed Issue (if they're cancelled off of their MAPD plan). This is true of any company, by the way….

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How do you cancel the old Medicare Supplement policy?

How do you cancel an old Medicare Supplement policy when the new one has been issued?

That's the topic of this week's SeniorAgentPodcast with Chris Westfall.

Feel free to listen to the answer!

Click here:  http://senioragentpodcast.com/sap-009-cancelling-medicare-supplement-policy/

 

 

Questions answered include:

  • When should you cancel a new Medicare Supplement policy?
  • Do you call, or does the client call the old company?
  • Is a form required to cancel an old policy?
  • Can they get their old policy back?
  • Is there any grace period?

 

 

CSI Reduces Rates in Pennsylvania

This was a company communication sent out 8/13/14. This is consistent with other state announcements, where CSI seems to be holding firm on the lowest rate increases in the country right now. More Great News from CSI: Plan G Rate…

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Medicare Update Webinar 07-18-14

This was the update webinar from July 18, 2014. Update from the companies active in the marketplace right now. Covered the Yes Yes Yes closing formula to get the client on your side. See the video: Mentioned in the webinar:…

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How to Print Quotes from Ritter

Several folks have written lately, saying that they are now unable to print quotes like they used to from the newly re-designed Ritter quote engine. Here's a video on how to print the quotes, but I don't suggest just printing…

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