Navigating Your Annual Certifications
Are you tired of spending hours looking through company portals for courses to complete your certification only to find you can’t get logged in? Let us help you make navigating certifications easier!
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?
Protect Your Clients from Massive Out-of-Pocket Expenses
Imagine sitting in an appointment with your clients. You are covering the different options they have available to them for Medicare insurance. Turns out, an Advantage plan is best for the husband, and a Supplement with a Part D plan is best for the wife.
Why Anniversaries are Important
Anniversaries aren’t always about fancy dinners, chocolate, and pretty flowers. It can be about saving your clients’ money too! Do you have clients that are on a Medicare Supplement plan in Missouri? Did you know that they can switch to another carrier, like plan to...
March Madness
AEP seemed like a blur. Call after call, meeting after meeting. Before you knew it, it was December 7th! You made every effort to meet with all your clients to make sure they were on the best plan for their needs starting January 1st. But what happens to that client...