CMS Enforcement to Begin? October 11 2021 Meeting

 

In this internal office meeting, we discuss the CMS Memo addressing the misleading Medicare Advantage commercials that are playing on the television non-stop.

Also, our process improvements for AEP and what to expect.

 

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Dental + Vision + Hearing: Best Plan We’ve Found

Important Update: June 29, 2021: Video from our LIVE event in Charleston June 26 with a new product announcement from Manhattan Life: In addition to their existing, competitive Dental, Vision & Hearing plan – Manhattan Life has announced their DVH…

     


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Gaylan Hendricks on Effective Cross-Selling

Gaylan Hendricks has a proven track record of setting records and creating unique products for our industry.

She is the creative force behind the Aetna Cancer plan and the super popular Manhattan Life dental/vision/hearing plan, among others.

Gaylan came to Charleston to talk with our folks about how and why to bring up these critically important topics.

     


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Creating a Client Experience: 2-1-21 Meeting

Do you create a memorable client experience with your phone calls?
Doing so means that your clients are far more likely to refer you to their friends and family.
This is one of the topics we covered in this agency meeting, held 02/01/2021.
Also, updates on Accendo expansion and US Fire Medicare Supplement, IASADMIN, and CSG Quote Engine..

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Meeting: Chik Fil’A vs. McDonald’s Experience?

Make sure to check out the August 4, 2020 office meeting client expectations on timeframes with the top carriers right now, Chik Fil'A vs. McDonald's experience, and other housekeeping items. See our internal meeting here: https://medicareagenttraining.com/agency-weekly-office-meetings/        …

     


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Cross Selling on the Phone

Here is a recent example of cross-selling where a client needs additional items besides just the Medicare Supplement, and this is one example of how it can be done successfully… hear the call:  …

     


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Aetna’s Visit

9-27-18 Aetna reps came to visit our office to discuss their new products, specifically the Hospital Indemnity Flex (a perfect counterpart to MAPD plans) and their new Dental+Vision+Hearing plan. <[email protected]@> We had questions, they had answers. Part 1 – DVH…

     


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Mutual of Omaha Sales Leaders Trip 2018

The Mutual of Omaha Sales Leaders trip for 2018 was awesome. We went to Milan, Italy the week before and then met the Mutual trip folks in Killarney, Ireland right after spending St. Patrick's Day in Dublin. What a trip…

     


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January 2018 Update

A few updates that you should be aware of, involving the CUL (now Manhattan) dental plan, Mutual of Omaha, Aetna, and Bankers Fidelity. Shortcuts to the Updates: Aetna Expansion Update Bankers Fidelity Update CUL Dental Update Mutual of Omaha Expansion…

     


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LIVE Medicare Q&A Session 09-22-17

The marketing and seasonal FAQ webinar covering a variety of topics including GPM's new dental product, Mutual of Omaha's new dental product, Manhattan Life's new brand of WULA, and more. See the video: Mutual of Omaha Dental Product Availability as…

     


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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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May 10, 2017 Agent Update on Companies

This is an update on who the top folks in the industry are writing and why. And answering, “Do you always sell the cheapest plan?” The list includes, but is not strictly limited to: Aetna (American Continental, Continental Life, Aetna…

     


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