Once your phone rings, you know how to match a potential client with the right Medicare plan for their situation. But what comes before that phone rings? Where do you…

Tax-advantaged accounts such as health reimbursement arrangement (HRA) and health savings account (HSA) are designed to help account owners manage healthcare expenses in a tax-friendly way. But because inflation, incomes,…

So many unexpected things can happen in life, and due to the very nature of being unexpected, we often aren’t prepared for them. That’s why it’s so important to plan…

For insurance agents who sell Medicare plans, the Annual Election Period can feel like sprinting through a marathon. But during the rest of the year, everything shifts back to an…

After seeing those Medicare taxes deducted from your paychecks throughout your career, it becomes time to claim your own benefits. But like most large, complex government programs, signing up for…

As an insurance agent, one of your biggest career decisions will revolve around whether to become an independent agent or what’s commonly called a “captive” agent. Captive agents work exclusively…

You probably assume that when you turn 65, you will simply enroll in Medicare and be done with it. But actually, you will confront a variety of choices such as…

Knowing that your results are directly tied to your efforts is one of the best things about working in the insurance field. Those attracted to the field are typically ambitious…

If you’ve begun to suspect that nothing about Medicare is simple, you’re correct! However, it is always our goal to simplify the facts for you, so that you can make…

As with any other type of sales, understanding your target demographic is the key to knowing what they want and how to provide it. If you’re focusing on Medicare plans,…