FAQs on CY2024 Final Rule for Marketing and Communication
Below you will find Frequently Asked Questions about the CY2024 Final Rule Marketing and Communication Guidelines. We encourage you to review the CMS CY2024 Final Rule in its entirety. You must comply with these rule starting September 30, 2023. These FAQs cover the...
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...
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...
Change the Way You Sell Medicare with Social Media Branding
91% of baby boomers use one or more social media sites. That’s a big opportunity! In this post, we’ll show you how to leverage social media branding to boost your personal brand exposure and get more Medicare leads and referrals. Why Social? Let’s take a step...
Producer Registry to Help Agencies With Moves
The National Insurance Producer Registry (NIPR) wants to do more to help insurance agencies and insurance brokerage firms. The agent and broker license recordkeeping company says it’s adding a contact information update service aimed at agencies, brokers and other...
Making The Most Of The Life Insurance Awareness Campaign
To successfully leverage this promotional campaign, educate clients and prospects, expand online options and be more active on social media. COVID-19 has underscored the need for many Americans to review their life insurance needs and seriously consider the purchase...
Re-Setting Your Goals
The steps outlined in this article will help you modify your goals in light of COVID-19. "Every adversity, every failure, every heartache carries with it the seed of an equal or greater benefit." — Napoleon Hill COVID-19 has created the need for some advisors to...
Help Your Clients Get on the Do Not Call List and Avoid Fraud
Medicare beneficiaries are frequently the target of fraudulent schemes. You can help your clients avoid falling victim to one of these scams by doing two things. First, educate them on how these schemes work. Second, encourage them to register for the National Do Not...
Becoming Your Best Self
Ask the people who matter the most to you what they need from you and make those requests your top priority. As we all know, it takes a lot to be successful in the financial services industry—a lot of hours, a lot of attention, and a lot of care for our clients...
The Beginner’s Guide to D-SNPs
With the lock-in period in full swing, you’re probably hearing more about Dual Eligible Special Needs Plans (D-SNPs) lately. Whether you’re new to D-SNPs or searching for information to fine-tune your selling techniques, this quick guide will cover all the basic...