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3 Medicare Challenges to Overcome This AEP

3 Medicare Challenges to Overcome This AEP

by Amber Allen | Oct 17, 2023 | Amber Allen, Health, Medicare/Medicare Advantage

The 2024 Annual Enrollment Period (AEP) is expected to be exceptionally competitive for Medicare Advantage organizations, due to factors such as changes in payment rates, stricter regulations on third party marketing organizations (TPMOs), and a rising trend of...
AEP 2024: Are You Certified and Ready to Sell?

AEP 2024: Are You Certified and Ready to Sell?

by Amber Allen | Oct 17, 2023 | Amber Allen, Health, Medicare/Medicare Advantage

As a licensed agent who works with Medicare, you understand that it’s vital to prepare for the busy Annual Enrollment Period (AEP) proactively. In order to sell and have a successful AEP, you must pass an annual exam per a mandate from the Centers for Medicare and...
The Ultimate Agent Marketing Compliance Guide for AEP 2024

The Ultimate Agent Marketing Compliance Guide for AEP 2024

by Amber Allen | Oct 6, 2023 | Amber Allen, Health, Medicare/Medicare Advantage

The Centers for Medicare and Medicaid Services (CMS) defines marketing as, “content that mentions any type of benefit covered by the plan and is intended to draw a beneficiary’s attention to plan or plans, influence a beneficiary’s decision-making process when...
Start Earning This AEP: 3 Reasons to Sell Medicare Advantage

Start Earning This AEP: 3 Reasons to Sell Medicare Advantage

by Amber Allen | Sep 27, 2023 | Amber Allen, Health, Medicare/Medicare Advantage

2024 is quickly approaching, and it’s shaping up to be a big year for Medicare Advantage plans. As a licensed agent or financial professional, you should make sure you’re ready to offer the best available options to your clients. Here are three reasons you should...
New Research: Next Generation of Investors Could Bring Epic Growth Opportunities

New Research: Next Generation of Investors Could Bring Epic Growth Opportunities

by Amber Allen | Sep 18, 2023 | Amber Allen, Asset Management/Advisory, Wealth

It’s no secret that millennials and Gen Z investors are set to change the landscape of the financial services industry rapidly over the next several decades. But new research shows that 63% of investors in these two generations believe that working with a financial...
Helping Clients Achieve Financial Security Through Life Insurance

Helping Clients Achieve Financial Security Through Life Insurance

by Amber Allen | Aug 23, 2023 | Amber Allen, Life, Whole Life

Life insurance is one of the most important investments your clients can make for their future and the security of their families. As an insurance agent or financial professional, it’s your duty to understand the benefits to properly advise clients on the right...
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