Annual Preventative Services for Beneficiaries

Annual services beneficiaries can use with no out of pocket cost (under Part B). Preventative Checklist for Beneficiaries: https://www.medicare.gov/Pubs/pdf/11420-Preventive-Services-Card.pdf?  Wellness Visit Annual Risk assessment Height and weight a blood pressure Detection of cognitive impairment Risk factors and treatment options Alcohol Misuse Screenings and Counselling Screening once per year if you don’t meet the criteria for alcohol […]

UHC Health and Wellness Webinar Notes

Presented by: Angelo Therese — Regional Sales Director   By 2020, all states under ONE health and wellness program   Currently: WA, OR, NV, ID, MT, WY, ND, SD, KS, OK, TX, MN, IA, MO, LA,MI, KY, TN, MS, AL, WV, MD, DE, NJ, and NY Starting 1/1/19 : CA, UT, AZ, WI, IL, IN, […]

A New Way to Get in Front of More Prospects

William S. Burroughs is one of the first to coin the now very popular phrase, ““When you stop growing you start dying.” Though, there are many tough lesson learned as a business owner, this is one of the first, and probably most important. We recognize that it is hard to fill a bucket with a […]

Follow Ups- The World’s Best Lead

Personally, I have worked with thousands of agents across the United States. Every agency I advise has been vastly different from the one before due to their demographic, state regulations, goals, etc.  However, the most frequently asked question I get could easily double as my favorite one to answer. “What can I do to get […]

5 Tips for a Successful 2019 AEP

  Welcome, to the craziest, busiest, wildest, most hectic, and exhausting time of year. No, its not just about the holidays- its all about the Annual Enrollment Period. However, this last quarter is not COMPLETELY about survival. It is about servicing your entire book of business, gaining new clients, and having an extremely profitable year. With all this […]

Claims are Your Friend?

Do you know the Achilles Heel of any sales person? No, it isn’t objections, lack of leads, wrinkly clothes, or even a bad hair day. Paper Work. Our success can be partially measured by how many policies we sell within a week, month, or even year. By now, we realize that we need to also […]

Is Coffee Still Just for Closers?

His motivational techniques were a little… intense; but Alec Baldwin’s character, Blake, was on to something when he barked the iconic phrase, “Coffee is for Closers”. Now, I am not going to follow you around your office, home, or neighborhood and stop you from drinking your black coffee with three Splendas and a liberal splash of […]

2019 Medicare Marketing Changes

2019 has some big changes to the Medicare rules, including now calling them the Medicare Communications and Marketing Guidelines (as opposed to the Medicare Marketing Guidelines). 3 Major changes quick review: You can now email market to unsolicited contacts Open Enrollment Period is back but you cannot advertise it Agents can set appointments and distribute […]

What are you Actually Selling?

The worst car salesperson will sell the stereo system. The worst store will sell the roomy parking lot. The worst residential relator will sell the light fixture. The worst home health care policy salesperson will sell a prescription drug benefit. Having a product with bells and whistles can make an easy sale, but doesn’t necessarily mean […]

2019 Medicare Broker Compensation

The Centers for Medicare & Medicaid Services (CMS) has released the 2019 Agent and Broker Compensation Schedule. This reflects a slight uptick in the commission for agents and brokers over 2018 commissions. It is VITAL to remember you must be certified to receive a commission for the product sold.  If you are not, this may […]