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Pre-AEP Guidance + SEP for DE and LIS Guidance from Humana

Pre-AEP Guidance  Pre-AEP is the timeframe between October 1 and October 14.  During Pre-AEP, agents are allowed to set appointments, present plan benefits for the upcoming plan year, assist beneficiaries in completing a paper application, and/or send wet-sig...
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5 Tips for Leaving an Effective Sales Follow-Up Voicemail

For insurance agents, leaving an effective sales follow-up voicemail is essential for securing new clients. It’s important to make a good impression and ensure that your message is clear and concise. Here are five tips for leaving an effective sales follow-up...
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2024 Medicare Advantage & Part D: Major Compliance Changes Are Coming

Get ready now: The Centers for Medicare & Medicaid Services’ 2024 Proposed Rule leans toward more regulations around Medicare communications and marketing guidelines for the approaching plan year. In 2023, agents selling Medicare Advantage and prescription drug...
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Fluidless Underwriting Option & Electronic Policy Delivery

Fluidless Underwriting Option & Electronic Policy Delivery

Mar 23, 2020 |

You may be wondering how you can continue to meet your clients’ life insurance needs, as the Coronavirus continues to cause uncertainty.  Pacific Life has the solutions you need to provide life insurance with a completely paperless end-to-end process, with no client...

Write life insurance without meeting your client in person!

Mar 23, 2020 |

We know the pandemic is disconcerting and some people are using an abundance of caution in staying close to home. With our Drop Ticket application system, a client can apply for life insurance without having a face-to-face meeting – in fact, you don’t even have to...

Healthy Tips – Social Media Images

Mar 23, 2020 |

Working remotely does not mean you have to distance yourself from your clients and prospects.   Now is a great time to review your social media and post some healthy tips! Right click on the images below to save them and use them across your social media...