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Feb 24 2025 Meeting with Updates

We had LOTS of updates, including a presentation on how we've been doing in the office compared to other agencies.

Notes are under the video:

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January 27, 2025 Internal Office Meeting

In this meeting, we discussed news with the new President installed, Illinois Birthday Rule modifications, internal record keeping improvements, and more.

The meeting notes are under the video:

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Life Insurance and the LAPro Tool

In this week's meeting, Laura from Senior Market Sales joined us to walk through the process of using the Lead Advantage Pro tool to write life insurance applications. We also discussed a few carriers in detail and where they fit into writing life products for seniors.

 

See the video:

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Massive Changes Ahead for Supps & Advantage

Never-before-seen rate increases on Medicare Supplements and shocking changes coming on Part D for 2025 – how will this impact our clients? And the exodus of Medicare Advantage plans – major carriers announcing losses and, now, pullbacks for 2025.

Note and links to articles are under the video:

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Upcoming Group Plan Opportunities | 4-15-24 Meeting

We announced a new agency manager for SSN and discussed a little-known impact of the “Inflation Reduction Act” that will impact millions of seniors for AEP at the end of 2024. Don't miss this (around 36 minutes into the video).

See the notes under the video:

 

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April 8 2024 Meeting

Improving office process and communication to clients.

This office meeting happened when Chris was on the Barcelona, Spain trip with Mutual of Omaha, so you'll see some of those video clips in this video.

Notes under the video:

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Veteran Medicare Answers – 3/11/24 Internal Meeting

We talk about our response to the Cigna changes, whose client communications go out 3/15/24, and discuss options for Veterans who utilize the VA for all of their medical care.. Should they start Part B?

Notes under the video:

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CIGNA Urgent Update March 2024

Cigna is sunsetting the CHLIC brand for Medicare Supplement.

However, this differs significantly from what we have seen in the industry with simple name changes or block of business sales.

 

Please see below for details and resources:

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Controlling the Call – Internal Meeting March 4, 2024

Our calls can last 20 minutes or longer, even when the answer is delivered within two minutes. The only way we are going to reach all those waiting for our help is by taking control of the call and ending the call when necessary.

Meeting notes under the video:

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Medicare Supplement Outlook Feb 26 2024 Updates

Updates from the industry and better ways to communicate to make sure that scheduled appointments are not a waste of time.. join the discussion from February 26, 2024.

Notes under the video:

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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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