Internal process improvements and Objections – What Clients are Saying
See meeting notes under the video:
medicare advantage
March 7 2022 Office Meeting
Medicare Advantage in the news again..
Today, we talked about news in the Medicare Advantage world, including the proliferation of employer-sponsored Medicare Advantage plans and how they can vary greatly from the commercially-available Advantage plans.
See this internal office meeting video below. Notes from the meeting are under the video.
Feb 28, 2022 Office Meeting
Updates and best practices- always improving.
Our February 2022 monthly numbers included gains of 77.83% growth in total number of applications and 142.67% increase in Medicare Supplement applications vs. February of 2021.
See this internal office meeting video below. Notes from the meeting are under the video.
December 13th AEP Results and More
AEP stats are in and where we go from here.
See this internal office meeting video below:
See the video:
September 13, 2021 – Medicare Trivia and Carrier Updates
There are MANY scenarios in the world of Medicare.
Here, we go over a few that agents VERY often get wrong.
See the video:
5-10-21 Office Meeting | Growth Update & National General Med Supp
Growth Updates, Russian Hackers, National General Medicare Supplement Review, and LIVE Charleston Agent Event..
This is our internal office meeting from May 10, 2021:
See the video:<[email protected]@>
01-04-21 Meeting – Medicare Updates & News
MA OEP lasts until March 31st. The importance of using a CRM and documenting every conversation. What we learned about mentioning other products we help with, and more.
How to go from a Medicare Advantage to a Medicare Supplement Plan
UPDATE: December 2020
The big carriers, Aetna, Cigna, Mutual of Omaha, et al have made it known that they have no intention of paying agents for writing Medicare Supplements to Trial Right clients who were 65 when they started with a Medicare Advantage plan and, within that first 12 months, opt to go back to original Medicare where they can, per Medicare, buy ANY Medicare Supplement plan in the market.
<[email protected]@>
How Do You Respond to Advantage Commercials?
Medicare Advantage commercials fill the airwaves on every television network. Hundreds of MILLIONS of dollars are being spent to lure seniors out of their original Medicare and into HMO's where it seems like they promise everything short of unicorns and…
Medicare Update 09-21-2020
Tips for helping seniors during the Medicare AEP in this Monday Morning Meeting.
Mutual of Omaha Advantage Is No More
In the news today, and confirmed by company officials, Mutual of Omaha has sold off its brand new Medicare Advantage program to the sister company of the one who was being paid to administer it for Mutual of Omaha.
See the news below…
Post-AEP Opportunities – MORE FUN!
Welcome to the POST-Annual Enrollment Period {See the Video Below!!!} January 1 to March 31, 2020 Now the second fun season begins! We are now heading into what was before called the “Medicare Advantage Disenrollment Period”. This is covered on…
What to do after PlanFinder Tool Change!?!
We are ready and our tool is actually MUCH better than using Medicare.Gov We have been using this for two years, quite successfully. Video on the issues of Medicare trying to replace agents: The new look for PlanFinder on Medicare.gov…
Medicare Advantage Made Easier
New updates available on Medicare Advantage and how you can easily offer plan information and enrollments by phone and internet! This page covers, in detail: 1) How we are allowed to sell Medicare Advantage by phone (when most FMO's say…
AEP for 2019
Update from December 8 – December 31st, 2018 See the video below MAPD people can apply now for February 1 effective date for a Medicare Supplement if they still wish to get off of Medicare Advantage. Once approved by the Medicare…
Wildfire SEP for California
Due to the devastation in California from the wildfires, FEMA has declared the area a disaster area, triggering CMS to initiate a Special Election Period for all affected directly by the fires and those adversely impacted by those they rely…
Telemarketing for Medicare Advantage Leads
See the video below.. but the short conclusion: It is established that cold calling seniors as the basis for generating Medicare Advantage sales, using the premise of Medicare Supplement calls, is known as “bait and switch” and is illegal, per…
Medicare MSA Info for 2019
The Lasso Medicare MSA launches for 2019 business. Enrollment begins AEP 2018 for January 1, 2019 start date. Here is my take on it, then the overview webinar is below. See the CMS Guide to MSA Accounts (Good info)…
Medicare Advantage Penetration by County – from CMS
Data provided by CMS (Center for Medicare/Medicaid Services) can help you pinpoint where you should focus your marketing efforts. This information helps to find the Medicare Advantage saturation numbers for each county in the U.S. Why? They will tell you,…
March 2018 Medicare Update
After a meeting in Palm Springs with some top producers, I came away with some good news for those in the Medicare business.
On location in San Diego, here's my update on the industry and what's coming.
Remember, we can write a Medicare Supplement up to 6 months prior to their Part B start date.
Some notable exceptions to these include carriers that do not allow it (see your Agent Guides).
We know these to be Anthem, Humana, and Cigna (90 days).
What do you use when they have no Medicare card yet and you're writing a T65 application? See below!
See the video:
Click on the little man and send a support request:
Our
Podcast
Answering
Your
Frequently-Asked Questions
