Providing consultative services to the St. Louis Metropolitan area and throughout the nation.

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AEP Wrap Up!

AEP Wrap Up!

AEP passed by like a blur! Clients were notified of plan changes, applications were submitted, phone calls were made, and doctors were checked. Now it’s time to relax and enjoy the holiday season with your loved ones, sipping hot cocoa by the toasty fire. But wait! Before you get too comfortable, did you wrap up your AEP?

MACRA Explained

MACRA Explained

Have you heard rumors about Plan F going away? Have you received calls from current clients, worried about the new changes to their Medicare Supplement Plan F? Here is MACRA Explained…

Get the Most out of AEP

Get the Most out of AEP

AEP only last 54 days. Once you factor in holidays and weekends, your window of opportunity shrinks even smaller. It is extremely important to stay organized from the start. Here are 5 tips to help for a smoother AEP season.

5 Tips to Protect Client Info

5 Tips to Protect Client Info

Most days you have back-to-back appointments and running all over town to different locations meeting with clients. At your last appointment of the day, you realize you forgot your computer at the café across town. You return to find your computer was stolen. How well is your clients’ personal information protected?