We discussed Part D start dates, tracking closing ratios, and why folks do not close on the first call.
Members-only can … watch the video:
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We discussed Part D start dates, tracking closing ratios, and why folks do not close on the first call.
Members-only can … watch the video:
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Wellcare is at it again with their old tactic of trying to convert our Part D customers into MAPD customers (and cutting out the agent, of course.)
Mutual of Omaha launching lower rates in a few states, Aetna with a new Life product, and a dental product you've probably never heard of before – quite enticing.
Members-only can … watch the video:
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Georgia has declared a Special Election Period pertaining to Medicare, for those folks who did not / could not exercise their options during the typical Annual Election Period. This special period impacts Medicare Advantage and Part D plans and runs through March 31, 2021.
See what this means, and carrier notices on this, below:
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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.
In today's office meeting, we reviewed Open Enrollment, Guarantee Issue, and Underwriting scenarios as they pertain to Medicare Supplement timelines. See the video: <!@split@> Notes from the Meeting: 1) Template we send to Manhattan Life DVH clients on how to…
Losing money is not a very good way to run a business. There are situations where you can obtain a new client, write them a policy and get them approved, and yet still get paid zero or next to nothing…
October 12, 2020 Office Meeting Notes under the video. A TON COVERED HERE! To see more of our office meetings, click here. See the video: <!@split@> (There are Chapter Markers at the bottom of the Video Window. You can…
Tips for helping seniors during the Medicare AEP in this Monday Morning Meeting.
EnvisionRx was quite competitive in 2019 for the 2020AEP season. We wrote hundreds of their plan in our office using their quirky Docusign method of selling over the phone. <!@split@> Now, they have announced that they are pulling out of…
See the video on the Wellcare billing situation and other post-AEP surprises for some seniors, regarding their drug plans in 2020: See the members-video and resource document below it: Here is the document that outlines what is going on…
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…
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…
Updates from this week that we spent in Washington, DC and what to expect in Medicare for this AEP and beyond.. NAHU is working on several legislative initiatives. If you’re not a member, consider joining www.nahu.org Some things they…
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…
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…
Important AETNA Part D As the Aetna/CVS merger has completed today, it means the topic I covered October 14th is in full effect for all Aetna Part D folks, come January 1. See the video: October 14, 2018 -…
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…
In the first quarter of the year, starting in 2019, seniors will be able to make ONE change in or out of MAPD or PDP into another one, if they wish. This expands the “disenrollment period”, which has been in existence…
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…
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…