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@> To see more of our office meetings, click here. …
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…
October 5, 2020 Office Meeting Notes under the video. To see more of our office meetings, click here. See the video: <!@split@> Included in this meeting: Medicare Advantage Folks who now want Medicare Supplement (underwriting process reminder) Part…
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…
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…
Tips for helping seniors during the Medicare AEP in this Monday Morning Meeting.
August 31, 2020 Office Meeting Notes under the video. To see more of our office meetings, click here. <!@split@> Anyone struggling with Premiums→ AEP we can move to MAPD Aetna customer service issues & looking for other carriers that…
Here is the latest State availability map for CSB – see all updates below. Gold star means that States is effective. California's new plan started 09/24/20 under CHLIC brand. Also remember as new charters roll out Cigna is rolling the…
Cigna was kind enough to put on a LIVE webinar training from Jeb Blount's organization. We first recommended Fanatical Prospecting back in 2015 on the MedicareAgentTraining Facebook page. {See the link where you can get the awesome book here.}…
Make sure to check out the August 4, 2020 office meeting client expectations on timeframes with the top carriers right now, Chik Fil'A vs. McDonald's experience, and other housekeeping items. See our internal meeting here: https://medicareagenttraining.com/agency-weekly-office-meetings/ …
This is a very unique webinar in that it tackles the question of Long Term Care coverage with unique solutions you won't find anywhere else. Note the important distinction of what this company offers – lifetime-on-claim coverage. That is almost…
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…
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…
ManhattanLife Assurance Company of America is launching across the country. This new product name will be replacing Western United Life and Manhattan Life Medicare Supplement in many states. This product has unique features including a household discount (married or living…
The Accendo Final Expense product is a huge win for both clients and agents. Related Posts: Accendo Medicare Supplement Aetna E-App and Walk Through The Accendo Medicare Supplement AND Final Expense products are already included with your Aetna Senior Products…
An agent recently wrote in a support ticket that she had just lost a client to an Advantage plan and this happened for June 1st. She went on to say that this plan was not a Five Star Medicare Advantage…
I found this kind of follow-up to be critical to help prevent folks from taking our information and then going directly to the carrier or to another agent with what we had brought them. Stop losing business direct to the carrier.
This process will also help when you have given all the GOOD information to a prospect, who then is inclined to take it to their FORMER agent, who probably gave them bad advice.
See this recent support ticket on this very topic:
If you have a scenario where someone has a Special Election Period, granting them the opportunity for a guaranteed issue Medicare Supplement, but they are healthy and could qualify for a plan that is better for them, what should you do? According…
Aetna Corona Virus Town Hall April 15, 2020 This was a webinar done by Aetna on the transition into phone-only presentations and sales. Aetna E-App Webinar Applies to Aetna, Accendo, American Continental, Continental Life Aetna Dental / Vision / Hearing…
This video training covers the Mutual of Omaha, Omaha Insurance Company, United World, and United of Omaha Electronic Application process. Contact information is located below the videos: E-App Overview: E-App DEMONSTRATION: Mutual Sales Professional Access Overview (SPA) Video…
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