2023 Part D Landscape | What You Need to know

This is an update for the landscape of what is available and what it will look like for our contracted agents, both on their direct-to-consumer portal (M.I.D.) and LeadAdvantage Pro tools that we use for client enrollments. This information was accurate as of October 5, 2022.


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Aetna Industry Awards from 2021

In 2021, instead of an awards trip, like normal, AETNA did virtual awards show that they streamed online. This is just a blip of that show.. there were many winners across many different categories, and we actually missed the LIVE…

     


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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:  
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Screening Too Early, LTC, and More | Office Meeting 02-15-21

We lost a potential client because they called in, saying they wanted a particular carrier (that we do not write) and we sent them on their way.

We addressed that today, along with long-term care, along with various other topics like client reviews, etc.

Members can watch the video here:

     


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Improving Process – 12/21/20 Office Meeting

Our internal agency office meeting for 12/21/2020, where we cover process improvements, selling in Missouri, California, and New York, specifically, and other items that help! <!@split@> Covered in this meeting: Listening for “Buyer's Remorse” in subsequent calls with questions from…

     


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October 12 2020 Medicare Updates

October 12, 2020  Office Meeting Notes under the video. A TON COVERED HERE! To see more of our office meetings, click here.   See the video: <!@split@> (There are Chapter Markers at the bottom of the Video Window. You can…

     


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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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