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How to Establish SMARTer Goals This Year

 Amanda Griffin  

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Jan27
Goals, or New Year’s Resolutions, can be tricky. You set them when you’re excited about them, but then lose motivation and they get swept under the rug. That’s unfortunate because goals are SO important, especially for independent agents. The freedom that comes with the job can make it incredibly difficult to

How to Proactively Prepare for AEP All Year Long

 Amanda Griffin  

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Jan25
There is a misconception among senior insurance agents that AEP only lasts from October 15th to December 7th. While that may be the only time you are allowed to write AEP business, the Annual Enrollment Period should actually be on your mind throughout the year. Don’t panic. We’re not saying you

6 Ways to Get Better Post-AEP Results

 Amanda Griffin  

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Jan20
Even though AEP officially ended December 7, 2016, you can’t quite cross it off your list. It’s important to take some time this January to review your performance. Making just a few small changes could drastically improve your Post-AEP retention, sales, prospecting, and marketing efforts. Our goal at Senior Marketing

New Medicare Advantage Enrollment Peroid

 Mike Gattorna  

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Jan05
Big News for Medicare Advantage Producers Prior to the ACA, AEP was broken-up into two times: AEP and OEP.  AEP (Annual Election Period) was the last part of the year and allowed Medicare beneficiaries to elect different MA or Part D coverage.  OEP (Open Enrollment Period) was from January 1st through

13 Transitional Phrases for More Successful Appointments

 Amanda Griffin  

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Dec13
As an insurance agent who specializes in Medicare, you need to understand what is important to your clients and make sure your clients know what options are available to them. Below you will find some sample transitional phrases.  These sample phrases and can be changed or modified to suit your