01- 11- 2021 Medicare Update & Opportunities

Medicare Agent Training Chris Westfall

Our meeting today covered improvements in our process, things we are experiencing and how to fix them, and opportunity updates for California's birthday rule.

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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.   See the video:<!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “jan42021meeting”,”description”: “This video contains jan42021meeting”,”thumbnailUrl”:…

     


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OE, GI, UW Review – Meeting 12-28-20

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@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “CamtasiaVersion012820″,”description”: “This video contains CamtasiaVersion012820″,”thumbnailUrl”: “https://embed.vidello.com/71/yop2zt3mcky0dpa4/video/splash.jpg”,”uploadDate”: “2020-12-28T18:31:56.000Z”,”duration”: “PT40M33S”} Notes from the Meeting: 1)…

     


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Improving Process – 12/21/20 Office Meeting

Our internal agency office meeting for 12/21/2020, where we cover process improvements, selling in Missouri, California, and New York, specifically, and other items that help! <!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “122120officemeeting”,”description”: “This video contains 122120officemeeting”,”thumbnailUrl”: “https://embed.vidello.com/71/5iyxcxk2qaihcc33/video/splash.jpg”,”uploadDate”: “2020-12-21T17:55:12.000Z”,”duration”: “PT31M1S”} Covered in this…

     


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Losing Money – Avoid It – Office Meeting 12/14/20

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…

     


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AEP Continues..

The Annual Enrollment Period for Part D and MAPD is usually October 15 to December 7th. This year, though, things have gotten slightly crazy. Here is a list of extensions… Special Enrollment Periods. As to an extension of AEP due…

     


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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…

     


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Agent Meeting 11/23 – Expectations and Ending AEP

Updates on setting proper client underwriting expectations, office communication during chaos, and internalizing the frustrations of clients outside of the office. See the video:   <!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “11232020OfficeMeeting”,”description”: “This video contains 11232020OfficeMeeting”,”thumbnailUrl”: “https://embed.vidello.com/71/85cxsgx5s560ht9o/video/splash.jpg”,”uploadDate”: “2020-11-23T17:15:58.000Z”,”duration”: “PT18M53S”} Mentioned in this…

     


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Colorado S.E.P. for Plan F

Update on November 20, 2021:                                                                  <!@split@> .llo_1q28bq5b04b35rye{width:400px!important;height:224.99971875035158px!important;}.llos.vs_tl,.llos.vs_tr{top:20px!important;bottom:auto!important}.llos{position:fixed!important;z-index:9999999!important}.llos.vs_tl{left:20px!important;right:auto!important}.llos.vs_tr{right:20px!important;left:auto!important}.llos.vs_bl,.llos.vs_br{bottom:20px!important;top:auto!important}.llos.vs_bl{left:20px!important;right:auto!important}.llos.vs_br{right:20px!important;left:auto!important}.llos.vs_xs{width:200px!important}.llos.vs_s{width:300px!important}.llos.vs_m{width:400px!important}.llos.vs_l{width:500px!important}.llos.vs_xl{width:600px!important} void…

     


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Meeting Update: 11-16-2020

Updates about what we are experiencing with carriers during the AEP for 2021. Also, reminders of the opportunities with carriers and states we have covered recently in webinars.   See the video:   <!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “111620”,”description”: “This video…

     


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Great New Opportunity

We constantly keep our eye out for unique opportunities that those agents, who still don't see by phone, just cannot take advantage of. This is one such opportunity. See the video!!! <!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “oregongicigna”,”description”: “This video contains oregongicigna”,”thumbnailUrl”:…

     


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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…

     


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October 19 Medicare Update

October 19, 2020  Office Meeting Notes under the video. Very short meeting. To see more of our office meetings, click here.   See the video: <!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “101920”,”description”: “This video contains 101920″,”thumbnailUrl”: “https://embed.vidello.com/71/s83zjckwd2i20yns/video/splash.jpg”,”uploadDate”: “2020-10-19T16:19:54.000Z”,”duration”: “PT6M35S”} To see more…

     


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October 12 2020 Medicare Updates

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@> .llo_627dfwdy91frdk2w{width:400px!important;height:224.99971875035158px!important;}.llos.vs_tl,.llos.vs_tr{top:20px!important;bottom:auto!important}.llos{position:fixed!important;z-index:9999999!important}.llos.vs_tl{left:20px!important;right:auto!important}.llos.vs_tr{right:20px!important;left:auto!important}.llos.vs_bl,.llos.vs_br{bottom:20px!important;top:auto!important}.llos.vs_bl{left:20px!important;right:auto!important}.llos.vs_br{right:20px!important;left:auto!important}.llos.vs_xs{width:200px!important}.llos.vs_s{width:300px!important}.llos.vs_m{width:400px!important}.llos.vs_l{width:500px!important}.llos.vs_xl{width:600px!important}void 0===window.lloAddClass&&(window.lloAddClass=function(l,e){-1===l.className.indexOf(e)&&(l.className+=” “+e)}),void 0===window.lloRemoveClass&&(window.lloRemoveClass=function(l,e){var o=new RegExp(“(\\s|^)”+e+”(\\s|$)”);l.className=l.className.replace(o,” “)}),void 0===window.lloClose&&(window.lloClose=function(l){window.vidello_data[“627dfwdy91frdk2w”].closed=!0;var e=document.getElementById(“llo_i627dfwdy91frdk2w”),o=document.getElementById(“llo_f627dfwdy91frdk2w”);o.contentWindow.postMessage(“stop_by_parent”,”*”),e.style.display=”none”,window.lloRemoveClass(e,”llos”),window.lloRemoveClass(e,”llo_627dfwdy91frdk2w”),window.lloRemoveClass(e,”vs_tr”),window.lloRemoveClass(e,”vs_m”),window.lloRemoveClass(o,”llos”),window.lloRemoveClass(o,”llo_627dfwdy91frdk2w”),window.lloRemoveClass(o,”vs_tr”),window.lloRemoveClass(o,”vs_m”)}),void 0===window.orientation&&-1===navigator.userAgent.indexOf(“IEMobile”)&&document.addEventListener(“scroll”,function(){var l=document.getElementById(“llo_627dfwdy91frdk2w”),e=document.getElementById(“llo_f627dfwdy91frdk2w”),o=document.getElementById(“llo_i627dfwdy91frdk2w”),d=l.getBoundingClientRect().height;-l.getBoundingClientRect().top>d?window.vidello_data[“627dfwdy91frdk2w”].play&&!window.vidello_data[“627dfwdy91frdk2w”].closed&&(window.lloAddClass(e,”llos”),window.lloAddClass(e,”llo_627dfwdy91frdk2w”),window.lloAddClass(e,”vs_tr”),window.lloAddClass(e,”vs_m”),void 0!==o&&null!=o&&(window.lloAddClass(o,”llos”),window.lloAddClass(o,”llo_627dfwdy91frdk2w”),window.lloAddClass(o,”vs_tr”),window.lloAddClass(o,”vs_m”),o.style.display=”block”)):(window.lloRemoveClass(e,”llos”),window.lloRemoveClass(e,”llo_627dfwdy91frdk2w”),window.lloRemoveClass(e,”vs_tr”),window.lloRemoveClass(e,”vs_m”),void 0!==o&&null!=o&&(o.style.display=”none”))}),void…

     


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Medicare Update 10-05-2020

October 5, 2020  Office Meeting Notes under the video. To see more of our office meetings, click here.   See the video: <!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “Officemeetingfinal1″,”description”: “This video contains Officemeetingfinal1″,”thumbnailUrl”: “https://embed.vidello.com/71/z2vymqat14br50tf/video/splash.jpg”,”uploadDate”: “2020-10-05T20:31:27.000Z”,”duration”: “PT36M28S”}   Included in this meeting: Medicare…

     


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All Things Marketing 2020-2021

In this very in-depth agent consultation, we went over tips, tools, and resources we've used to be found online. As we are busy ramping up for AEP, we might not get a chance to get back here and detail/document all…

     


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Office Meeting September 28 2020

In this week's office meeting, we covered the Blue Shield (CA) household discount, Aetna Medicare Supplement prep for AEP and 1/1 effective dates, Manhattan Life's new $3,000 benefit option and more. See the video: To see more of our office…

     


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Medicare Update 09-21-2020

Tips for helping seniors during the Medicare AEP in this Monday Morning Meeting.

     


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Medicare Updates – Monday 08/31/20

August 31, 2020 Office Meeting Notes under the video. To see more of our office meetings, click here.   <!@split@> {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “08312020 Meeting Edit”,”description”: “This video contains 08312020 Meeting Edit”,”thumbnailUrl”: “https://embed.vidello.com/71/2mptuhhgdar7fmys/video/splash.jpg”,”uploadDate”: “2020-08-31T22:19:47.000Z”,”duration”: “PT20M57S”} Anyone struggling with Premiums→ AEP…

     


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