​The million-dollar question: "which plan should I sell?" Let's face it, there are so many options available and we are tasked with the difficult job of finding the best option to fit the needs of our client, and that is exactly where you should start. Ask the right questions to personalize a plan just for them and you can never go wrong. As an added bonus, engaging in a memorable experience will commonly result in higher retention rates and referrals.

"A smart man makes a mistake, learns from it, and never makes that mistake again. But a wise man finds a smart man and learns from him how to avoid the mistake altogether."

by Roy H. Williams

We are all bound to make mistakes. Let us be your "smart man" by giving you the opportunity to learn from others.

The most common question is: "Why?" Maybe you don't agree with the answer and you'd like to understand the reasoning behind it. Just when you think you understand Medicare, your world is turned upside down to hear about an exception to the rule. Our helpful hints will make you an efficient, knowledgeable superstar.​

One way to confirm that Medicare beneficiaries are receiving accurate & compliant information during marketing events and personal appointments, is to utilize secret shoppers.

CMS secret shoppers measure quality of service and compliance with Medicare regulations as a way to gather specific information about products and services.

The Scope of Appointment (SoA) is like an American Express card, you don't leave the appointment without it. We'll show you how to use this form correctly and compliantly.

By Christy Wilbert & Joe Corio

Are you helping your Medicare eligible clients to your fullest potential?

They need you more than you know. You are their life line in the confusing world of insurance, helping them find the best coverage and solutions to cover expenses and secure their life savings.