Category Archives: Uncategorized

Mutual of Omaha: Increase Your Prospects

Contact with your questions about this communication or to request an appointment. This flyer provides you with a high-level overview of how the Critical Advantage Portfolio helps you, your clients, and […]

An early analysis of Medicare 2019 Annual Enrollment

Looking back at the 2019 Medicare AEP, around 80% of those selecting Medicare Advantage plans across the United States opted for plans with $0 premiums. According to CMS, 24.4 million […]

Did your clients miss Open Enrollment?

Maybe your clients were in the middle of a family crisis? Maybe they were or are transitioning into a new job? Or maybe it just slipped their mind? Whatever the […]

The ICHRA: Is it a Game Changer?

Businesses now have a new way to provide health coverage for their employees. The “ICHRA”, which stands for Individual Coverage Health Reimbursement Arrangement, is a company-funded, tax-advantaged health benefit used […]

It’s time to talk Long Term Care

Have you had the Long Term Care insurance talk with your clients yet? If not, now is the time to bring up LTC with them, especially with your Medicare clients.  […]

Are you holding Strategic Planning meetings?

You’re the owner or key decision maker, but did you also know that you’re supposed to be the strategy expert? Strategic Planning is a key way for you to focus […]

It’s time for Medicare Advantage Open Enrollment

The Medicare Advantage OEP runs from January 1 – March 31. During this period, beneficiaries who are enrolled in an MA/MAPD plan have a one-time opportunity to change plans. This […]