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:

     


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Mutual’s Underwritten Case Bonus

Now through March 31st.. this is a big deal if you are working on Underwritten cases right now. From Mutual of Omaha: “..the new Broker Bonus Program contest period begins February 1, 2018 and runs through March 31, 2018 in…

     


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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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Idaho and North Carolina Agents

If you sell in Idaho, you likely received the warning from the Idaho Department of Insurance via e-mail this situation involving contacting seniors on Plan F and attempting to get them a better Plan G. See the video:   Idaho has…

     


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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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Mutual of Omaha Cancer Plan Webinar

This is the new (in 2017) Critical Advantage Portfolio webinar. This plan from Mutual of Omaha covers Cancer, Heart Attack, and Stroke. This plan is unique in that it also covers Alzheimer's Disease. The Critical Illness (comprehensive) policy can be…

     


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What happened in Laguna Beach?

Laguna Beach, California was the scene of this year's Mutual of Omaha Sales Leaders reward trip based on having written $200,000 or more in Medicare Supplement premium for 2016. It was a great time! There are 100 winners there and…

     


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Mutual of Omaha Webinar: Florida Launch

This is one of those corporate webinars where they tell you the background of their company and why they're so great. It does go into some value-added features of writing business with Mutual of Omaha that most agents do not…

     


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February Medicare Update

In the video, I cover Bankers Fidelity, GPM Life (making a come-back), Everest, Americo, CSI, Mutual of Omaha, and awesome news from Aetna. Oh, and the audio book that will change your life IF YOU LISTEN TO IT. See the video:…

     


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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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Rome Trip with Mutual of Omaha

April 8 through April 14th, 2016, I was with my wife in Rome with the Mutual Sales Leaders awards trip. This trip was earned after sending over $200,000 in premium to Mutual of Omaha for 2015. The Aetna trip, which we earned,…

     


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Mid-February 2016 Medicare Update – IMPORTANT

In this update, we cover a new product launch coming out this summer, also Q&A on why companies change their names and how to overcome the #1 objection you get when selling by phone. Also, I talk about pre-existing conditions…

     


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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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Medicare Sales Tips – September 9, 2015

Short video with sales tips that have made a big difference in Chris' Medicare Supplement business recently. Hold Harmless -Tip Routing Numbers – Double Check (with this site) Selling Quality Brand vs. Unknown Brand CHEAP See the tips in this…

     


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August 7, 2015 Updates Webinar: T65 FAQ FOCUS

Covered in this webinar:  T65 Marketing, T65 Process, Part B knowledge, Data for Dialing, and Open Enrollment vs. Guarantee Issue See the video: Skip to 25:00 minute mark for the T65 process overview. UPDATE: New Medicare cards no longer contain…

     


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What you MUST do before any E-Application

Each and every carrier expects that their documents are delivered to the clients prior to doing an application. Their E-apps will require you to certify that the documents have been delivered. On the voice-phone-only applications (Equitable, IAC, Heartland, LCBA) the…

     


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Mutual of Omaha’s Direct-to-Consumer Application Process

Is it a good idea for a senior to fill out their own electronic application for Medicare Supplement coverage?
Should you, as an agent, send out direct mail with a carrier's website and a six-digit number code after it, and expect seniors to sign themselves up?
Absolutely not.. see the video:

 

medigap training

January 30, 2015 Webinar on Medicare Changes

See the video: *Update/Clarification: Send Out Cards now charges 3 points for a 2-panel card for everyone. Download the Slides as a PDF: January 30 2014 Webinar Slides Mentioned in the webinar: Video from Congress on Doc Fix Video of…

     


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Mutual of Omaha Spouse Discounts

Mutual of Omaha, through their latest brand name, has announced 12% spouse discounts in certain states.  You can see the list of states and their discounts here – Click Here.      …

     


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