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...
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...
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...
by bhuynh | May 12, 2025 | Agent Tools & Resources, Client Strategies, Fixed Annuities
Rates change. Staying up to date is key. This 2025 snapshot offers a quick comparison of 2025 fixed annuity rates. You can use it to guide your clients with confidence. Whether you’re reviewing short-term options or long-term strategies, understanding today’s rates...
by bhuynh | Apr 18, 2025 | Agent Tools & Resources, Client Strategies, Life Insurance
What Are Living Benefits? Life insurance with living benefits allows policyholders to access a portion of their policy’s death benefit while they are still alive. This feature, often included as an accelerated death benefit rider, gives financial relief to individuals...
by bhuynh | Apr 16, 2025 | Agent Tools & Resources, Annuities, Client Strategies, Sales Tips
Annuities can be a great financial tool for seniors looking to secure a stable income stream during retirement. However, not all annuities are created equal, and choosing the right senior-friendly annuity options requires understanding factors like liquidity, payout...
