December 18, 2023 Internal Agency Meeting

AEP Results Recap

Video:

Correction to the Video:
It is not Blue Shield of CA that is rejecting (in December) MAOEP Medicare Supplement applications until January 1.
It is United American / Globle Life. They say they can be submitted January 1 for February 1 effective dates.

     


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UA Webinar on using Screen Share

United American is a very traditional company. They still use the old I-Pipeline application online and the signature process for the client is frustrating, most often. However, this presentation (video below) by Dave Oliver hits some really good points on…

     


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The Truth About High Deductible Plan F (HDF)

Now See their video: My Notes, with the timestamp I'm referring to: 4:32 You can offer any of our Med Supps Guaranteed Issue (if they're cancelled off of their MAPD plan). This is true of any company, by the way….

     


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