September 15 Update – Getting Ready for AEP

Four Videos here on AEP, including a unique Part D opportunity:   Here we talk about what you should be doing to get ready for the Annual Election Period (AEP) which is officially from October 15 through December 7th. During…

     


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CSI Makes GI Change

CSI (also known as CSI LIFE) announced today that on Guarantee Issue cases, they will require agents submitting them to send in paper applications with “wet” signatures. So, no more E-app if you are submitting a GI case to CSI…

     


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Medicare Update: November 16, 2015

How anyone can get a Medicare Supplement without underwriting “hypothetical scenario”. CSI E-app Update that you need to know! Transamerica E-app Tip that will save frustration AETNA Underwriting tip saves days off U/W time & Change to AETNA's New State…

     


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Post-AEP Opportunities – Webinar December 13, 2013

Webinar Replay from December 13, 2013 – Year-Round Opportunities This is a year-round business… see the video: Click the image to start the video: > Topics  Covered: Cross selling opportunities NOW: First, see this webinar on cross selling final expense…

     


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