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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CIGNA Update: Meeting with High-Level Exec

UPDATE: April 23, 2018: The Cigna executive now denies that he told us March 9 was the implementation date, although multiple staff members were there and took notes on this specific date.  They are now back-tracking on this and have…

     


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Writing Apps and Dangerous Situations

Today I covered some recent questions that are being asked by agents out there engaging seniors – awesome! Also I cover an uncomfortable topic that, if you don't know, could ruin your day with a lawsuit. Important info. Lastly, I…

     


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West Virginia Special Rules for Med Supps

PUBLIC POST… West Virginia has always had a law that prohibits agents/companies from writing Medicare Supplements more than 30 days from the effective date. This was a very strange restriction and quite bothersome for any agents working the Turning 65…

     


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The Grass is Greener with the Next Opportunity

Friday, November 22, 2013 Webinar Why does it always appear “the grass is greener” at the next opportunity? Covered in the webinar: 1) Effective Dates and How to Set Them 2) Using Send Out Cards with New Prospects (See example below)…

     


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Conference Call October 30 2013 – Company Updates

Covered in the call: Setting timing expectations with carriers, including: New Era, CIGNA, Medico, Mutual of Omaha Replacing Medicare Advantage plans and timing / paperwork needed. Guaranteed issue considerations. Please click below to either play or download the audio file. http://archive.org/download/23414208135396651/23414208-135396651.mp3…

     


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Conference Call on Procrastination and Expectations -Oct 9 2013

Covered in this conference call: Promodoro Technique for avoiding procrastination. Temporal Discounting and how it can sabotage your residual income prospects. State of Kansas bulletin on using third-party marketing companies in their state (get any mailers approved with the carriers you intend on…

     


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February 13 Conference Call

Feb 13th Conference Call Replay Topics Covered: Combined Medicare Supplement Launch (We are no longer writing) Equitable Life launch and contracting information (We are no longer writing) Universal Healthcare (MA) Going Under Important Discussion on DRAFT vs. Effective Dates on…

     


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