How do you back up your data?

Today I was asked how I back up my data on the computer, and how I share files with others. This video explains what I use and how these tools (mostly free) work:   Click the image to start the…

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January 3 2014 Webinar -Starting 2014

This webinar covered the changes to Medicare for 2014 and how the companies are dealing with the new year. Also, covered lead generation and sales tips for your Medicare Supplement business. Click the image to watch the video:    …

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Webinar Update December 20, 2013

Covered in today's webinar: Oxford Life and what you need to know (that they won't tell you) As of 3/1/14, Oxford has added Oregon for coverage, too. CIGNA's change to phone procedures for G.I. business Mutual of Omaha's commission increase…

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Interview with a Producer: Bob V. in Georgia

Interview with Bob Click the Play button  or download to your computer with the down arrow. If the above doesn't work, try this: For today's conference call, I interviewed Bob V. in Georgia. Bob has extensive experience in major medical,…

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Carrier Increases Medicare Supplement Commissions

One of the major carriers is increasing their commissions for Medicare Supplement plans. See the video for the implications of this news: Letter going out to agents: “Your Medicare Supplement applications dated January 1, 2014 or later, and issued by Mutual of…

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Post-AEP Opportunities – Webinar December 13, 2013

Webinar Replay from December 13, 2013 – Year-Round Opportunities This is a year-round business… see the video: Click the image to start the video: > Topics  Covered: Cross selling opportunities NOW: First, see this webinar on cross selling final expense…

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The Grass is Greener with the Next Opportunity

Friday, November 22, 2013 Webinar Why does it always appear “the grass is greener” at the next opportunity? Covered in the webinar: 1) Effective Dates and How to Set Them 2) Using Send Out Cards with New Prospects (See example below)…

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Friday Webinar November 15 2013 – Local Branding

How can you create a local brand with incoming referrals? Click the image to start the video: Topic covered in this webinar: Local marketing See Campbell's original interview Working without Leads here. Here is the postcard mentioned in the webinar….

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Friday Nov 8 2013 Medicare Update Webinar

 November 8, 2013 Friday Medicare Update Webinar Click the image to play the video: Covered in the webinar: Medico Dental/Vision/Hearing plan in Kentucky Rate increases with Mutual of Omaha, New Era, Philadelphia American. Changes to CIGNA Voice Verification procedures for…

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Conference Call October 30 2013 – Company Updates

Covered in the call: Setting timing expectations with carriers, including: New Era, CIGNA, Medico, Mutual of Omaha Replacing Medicare Advantage plans and timing / paperwork needed. Guaranteed issue considerations. Please click below to either play or download the audio file. http://archive.org/download/23414208135396651/23414208-135396651.mp3…

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Conference Call on Procrastination and Expectations -Oct 9 2013

Covered in this conference call: Promodoro Technique for avoiding procrastination. Temporal Discounting and how it can sabotage your residual income prospects. State of Kansas bulletin on using third-party marketing companies in their state (get any mailers approved with the carriers you intend on…

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Friday Oct 4 2013 Webinar Replay – Commission Considerations

Updates regarding: Sentinel Life, Aetna, American Continental, Continental Life, New Era Life, Philadelphia American, CIGNA, Oxford Life, Stonebridge Life.   Please click the image for the webinar replay:   ALSO: Video update on Manhattan Life's underwriting, mentioned in the webinar:…

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2013 Medicare Supplement Conference – Scottsdale, AZ

Webinar – Report from the Summit Christopher's full report from the National Medicare Supplement Conference in Scottsdale, AZ for 2013.  Download the Notes from the Conference / Slides Here Tuesday Recap: Monday Second Half Recap: Electronic Signatures, Aetna, I-Pipeline, DocuSign…

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CSI Medicare Supplement E-App

There is news regarding CSI and their electronic application changes. Watch the video to see the details: CSI Voice Signature Guide PDF CSI New Bankdraft Form CSI State Availability Map: Update March 2015: “New Improvements to CSI and CSI Life…

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AEP Preview Webinar – August 30, 2013

This webinar covered ACA changes in store for Medicare Advantage, some Do's and Don't's, and Medicare Supplement comparisons.   See the video:   Committee Ruling on Medicare Supplements NAIC to HHS Lower Performing MA Plans…

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