Top 4 Compliance Mistakes to Avoid during the AEP and Beyond

Top 4 Compliance Mistakes to Avoid during the AEP and Beyond

CMS takes the monitoring of Medicare agents seriously in order to protect seniors from unscrupulous agents trying to take advantage of them. With all of the hustle and bustle of the busy selling season, it can be easy to make simple mistakes or take short-cuts on your appointments leading to compliance mistakes. Unfortunately, these mistakes or oversights can cause a wave of damage that many times cannot be mended.

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Living life is complex, we make selling Life easy.

Living life is complex, we make selling Life easy.

As an industry, we have done an excellent job bringing quality products to the marketplace. Products have evolved, but the method of delivering the product to the consumer is very much the same. This can prove to be one of the biggest challenges we face in reaching our core demographic. In fact, many agents have migrated away from presenting life insurance due to the complex process and time it can take – but we're about to change all that...

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If you want to sell more annuities, stop selling annuities!

If you want to sell more annuities, stop selling annuities!

If you're out in the field selling annuities, my guess is that you're not doing so well because annuities can be a tough sell. Use our sales method to consistently make more sales.

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Are you compliant on compliance? Have you sent out notices about your notices?

Are you compliant on compliance? Have you sent out notices about your notices?

Health insurance brokers and employers are experiencing challenges keeping up with all of the required notifications that came along with the passage of the Affordable Care Act. However, forgetting or not knowing, is no excuse for non-compliance.

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3 Simple Insurance Marketing Action Ideas for Agents and Brokers

3 Simple Insurance Marketing Action Ideas for Agents and Brokers

Stay on top of your client's minds by using a CRM system, direct mail and social media.

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