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Dealing with Disruption: How to Navigate This Year’s AEP Challenges

With Medicare Advantage (MA) now covering more than half of all Medicare beneficiaries, its dominance in the senior health coverage space is only growing. However, this growth doesn’t necessarily mean stability. This year’s Annual...

Setting Realistic Expectations for the Great Wealth Transfer with Julian Movsesian

The promise of a colossal wealth transfer from Baby Boomers to younger generations, dubbed the “Great Wealth Transfer,” has generated significant conversation. While the anticipated numbers are massive, often cited at $124 trillion by 2048, this headline figure on its...

An Agent’s Guide to Hitting Production Goals This AEP

The Annual Enrollment Period (AEP) is the most critical time of year for licensed insurance agents in the Medicare Advantage and Part D space. From October 15 through December 7, you have a limited window to reach prospects, review coverage, and help beneficiaries...

Editor Spotlight

Realistic Expectations for the Great Wealth Transfer | Julian Movsesian, Succession Capital Alliance

Setting Realistic Expectations for the Great Wealth Transfer with Julian Movsesian

The Great Wealth Transfer may not deliver what headlines promise. Julian Movsesian explains why most Americans should focus on savings and proactive planning — not hype.

Kelly Kleinsasser

Kelly Kleinsasser

Bob Brzyski

Bob Brzyski

Robert Bache

Robert Bache

Austin James

Austin James

David Paul

David Paul

Amber Allen

Amber Allen

JoAnna Barker

JoAnna Barker

JC Moreno

JC Moreno

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