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Agent Update Memo – September 2020

September 1st, 2020 by

Below you will find new trainings and information both from Senior Marketing Specialists and the industry as a whole.


Writing Dual Special Needs and Chronic Special Needs Medicare Plans

August 14th, 2020 by

What are Special Needs Plans? A Special Needs Plan is a Medicare Advantage coordinated care plan specifically designed to provide targeted care to special needs individuals.


This AEP You Have TWO Opportunities to Join Virtual AEP Bootcamp!

August 6th, 2020 by

In the Virtual AEP Bootcamp webinar, we will review all things necessary to have a successful AEP. Working your client database, old leads, new leads, and everything in between.


The Most Recent Compliance MYTH

May 13th, 2020 by

“CMS is relaxing compliance guidelines.” THIS IS A MYTH.   During these times of many agents pivoting and helping their clients through different methods and technology, it is a good time to remind your agents about the strong need for doing so compliantly! Make sure you are training your agents on: Compliantly contacting prospects Application […]


Elite Cast: By Insurance Specialists, For Insurance Specialists

April 29th, 2020 by

The Elite Cast is a podcast created by insurance specialists for insurance specialists.   Listen as fellow leaders like yourself discuss the concerns and opportunities being presented in today’s senior market. Click below to catch up on past episodes and come back regularly to hear JoAnn and Dan’s topic of the week!   LISTEN TO ELITE CAST HERE


MDLive Now Available!

April 22nd, 2020 by

During this unprecedented time, many seniors (and insurance beneficiaries of all ages) are looking for access to care from home. We have partnered with MDLive to provide 24/7 Telemedicine to your entire Book of Business (Group, Medicare, Property/ Casualty, Financial). This product includes: $7.99/family per month $0 consult fee for your whole family 24/7 phone […]


COVID-19 and the Medicare Supplement & Medicare Advantage Markets

April 6th, 2020 by

Article by Jared Strock, FSA, MAAA | CSG Actuarial | Apr 3, 2020   In recent weeks, CSG Actuarial has been analyzing the COVID-19 pandemic and its potential impact on the Medicare Supplement and Medicare Advantage markets.  Medicare Supplement and Medicare Advantage products both play an important role in insuring seniors across the United States, with […]


CMS Issues Frequently Asked Questions on Catastrophic Health Coverage and the Coronavirus

March 19th, 2020 by

CMS NEWS FOR IMMEDIATE RELEASE March 18, 2020 Contact: CMS Media Relations (202) 690-6145 | CMS Media Inquiries   COVID-19 Response News Alert: CMS Issues Frequently Asked Questions on Catastrophic Health Coverage and the Coronavirus Today the Centers for Medicare & Medicaid Services (CMS) issued Frequently Asked Questions (FAQs) to clarify coverage for the diagnosis […]


The National Senior Sales Summit is Going Virtual

March 19th, 2020 by

Important Updates About the National Senior Sales Summit As you are all very aware, we are all trying to do our part to ensure the safety and well-being of our families, our employees, and our agents and customers. There are many things right now that we are doing to be safe, and one of those includes […]