CVS, Aetna win final state approval for their merger, expect deal to close in the next few days

November 27th, 2018 by

Article from the CNBC site 11/29/2018. Read the original article here.    CVS, Aetna win final state approval for their merger, expect deal to close in the next few days   CVS Health and Aetna have received the final state approval they need to complete their roughly $69 billion merger. […]

The CMS Blackout Period – November 9-17, 2018

November 9th, 2018 by

The annual CMS “blackout period” will occur from November 9-17, 2018. During this period, CMS makes necessary updates to their systems and temporarily stops processing enrollments. This processing delay affects all carriers. Don’t worry though, agents are encouraged to continue to submit enrollments as normal. CMS will resume processing enrollments […]

AEP 365 – Quarter 4 Strategies

October 1st, 2018 by

Q4 October / November / December AEP IS STARTING!!! From October 1st through October 14th, you can set your appointments, contact clients, talk about next year’s benefits and AEP, but you cannot accept an application. Once October 15th arrives, you can take applications!   AEP Action Plan Mail out your […]

Which Word Best Describes the Focus of Your Calendar?

September 12th, 2018 by

A guest article by Jones Loflin, Keynote Speaker of the 2018 National Senior Sales Summit.   Open your calendar (app, outlook, or planner) and look at last week. As you reflect on the meetings, activities, and reminders from the past seven days, which would you say the focus of your […]

Saving Time with E-apps; Work Smarter Not Harder

August 30th, 2018 by

Saving time, avoiding underwriting messes, getting paid faster. Who wouldn’t want all those things, and more.   Did you know that even though most insurance carriers offer electronic applications, many agents are still writing paper applications? Why? Because change is hard. Anytime we are confronted with doing something out of our […]