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How to Make the Most of AEP: Maximize Sales While Staying Compliant

How to Make the Most of AEP: Maximize Sales While Staying Compliant

by bhuynh | Jul 8, 2025 | Agent Tools & Resources, Annual Enrollment Period (AEP), Client Strategies, MAPD, Medicare, Medicare Advantage

Maximize AEP Sales: Tips for Agents to Stay Compliant and Boost Enrollment The Medicare Annual Enrollment Period (AEP) is a critical time for insurance agents to help clients review their coverage and select the best plan for their needs. But with so many rules around...
How Do I Get My AHIP Certification? A Step-by-Step Guide for Agents

How Do I Get My AHIP Certification? A Step-by-Step Guide for Agents

by bhuynh | Jun 25, 2025 | Agent Tools & Resources, Annual Enrollment Period (AEP), Client Strategies, MAPD, Medicare, Medicare Advantage

AHIP Certification Process: How Agents Can Get Certified If you’re an insurance agent looking to sell Medicare Advantage and Part D plans, the AHIP certification is a must-have. Whether you’re new to Medicare sales or a returning agent, understanding the AHIP...
Switching Medicare Plans During AEP: A Guide for Agents

Switching Medicare Plans During AEP: A Guide for Agents

by bhuynh | Jun 25, 2025 | Agent Tools & Resources, Annual Enrollment Period (AEP), Client Strategies, MAPD, Medicare, Medicare Advantage

Switching Medicare Plans During AEP: What Agents Need to Know Each year, the Medicare Annual Enrollment Period (AEP) gives clients the chance to review their Medicare coverage and switch plans. Clients look to you for guidance, clarity, and confidence as they consider...
What’s the Difference Between Term and Whole Life Insurance? A Guide for Agents

What’s the Difference Between Term and Whole Life Insurance? A Guide for Agents

by bhuynh | Jun 24, 2025 | Agency Strategy & Resources, Agent Tools & Resources, Life Insurance, Sales Tips

Term vs. Whole Life Insurance: A Guide for Agents When clients ask about life insurance, one of the first things they want to understand is: What’s the difference between term and whole life insurance? As an agent, your role is to explain their life insurance options...
Mastering Life Insurance Basics: What Agents Need to Know

Mastering Life Insurance Basics: What Agents Need to Know

by aviviano | Jun 16, 2025 | Agency Strategy & Resources, Agent Tools & Resources, Life Insurance, Sales Tips

A Simple Guide to Life Insurance Types for Insurance Agents Life insurance is one of the most important tools a life insurance agent can offer clients. But with so many coverage options available, it can be challenging to explain and position each one clearly. In this...
Indexed Universal Life Insurance: How to Sell It the Right Way

Indexed Universal Life Insurance: How to Sell It the Right Way

by bhuynh | Jun 11, 2025 | Agency Strategy & Resources, Agent Tools & Resources, Life Insurance, Sales Tips

How to Sell Indexed Universal Life Insurance (IUL)  Ever had a client say, “I want life insurance, but I also want my money to grow”? That’s your cue to explore indexed universal life insurance.  At Midwestern Marketing, we work with insurance agents across the...
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