10 TPMO Disclaimer Tips to Stay Compliant (2024)
The TPMO disclaimer seems to be here to stay, but there's a lot of mystery surrounding it.
Quarterly Annuity Update with Kirk Sarff | Q2 2024
Disclaimer: Interest rates change often. This article will be updated on a quarterly basis, but rates may change between those updates. At any time, you can review current annuity rates here. Welcome…
Medicare Rapid Disenrollment: Definition + Prevention Strategies
No agent wants to hear they've lost a client, especially when it's a rapid disenrollment at the beginning of the year.
Drive More Traffic: 26 Tips for Insurance Agent Websites
So, you have a website for your insurance agency – how do you get qualified senior prospects to see it?
Medicare Educational Events Compliance Roadmap: Best Practices
The idea of hosting an educational Medicare event intimidated me for a long time thanks to compliance. I worried about unintentionally breaking a rule and getting into some red tape, so I just…
The LOA Insurance Agency Model: Benefits & Drawbacks
The licensed only agent (LOA) model is a great option for successful agents who want to expand by recruiting agents to work beneath them.
2024 Plan F Agent Guide
We're 4 years post-MACRA, and we thought it was time for a Plan F check-in.
When Does AHIP 2025 Start?
Each year, AHIP's Medicare + Fraud, Waste, and Abuse (MFWA) Online Training comes out in June for the following plan year.
What’s the Best 5-Year Fixed Annuity?
We’ve recently had agents calling in asking about the best 5-year fixed annuity. It's always a little hard to throw out an answer, because rates are changing constantly. Plus, the best 5-year fixed…
Cover Your Bases: How to Increase Insurance Agent Productivity
As an insurance agency owner, you want to make sure your agents are being as productive as possible. The money coming in the door directly reflects how well they're using their time. There's so much…
