Agent Survival Guide Podcast
Special Needs Plans: The Secret to Surviving Lock-In | ASG199

Special Needs Plans: The Secret to Surviving Lock-In | ASG199

January 14, 2020

 

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Maximize your book of business with Special Needs Plans. We unpack the basics to help you get started.

 

Read the text version.

 

Mentioned in this episode:

 

Medicare Managed Care Manual

The Beginner’s Guide to D-SNPs

 

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3 Easy Ways to Build Your Insurance Sales Territory

Maximize your reach and grow your selling territory. We outline the best practices to follow.

5 Myths About Selling Medicare… Debunked!

If you’re on the fence about selling Medicare, this episode is for you! Don’t let these myths hold you back from selling Medicare! The senior health insurance market is booming — and there’s plenty of room for more agents… like you!

The Beginner’s Guide to D-SNPs

What is a Dual Eligible Special Needs Plan? How do you sell it? Where do you find dual-eligible prospects? Our D-SNP primer answers these questions and more!

January 3, 2020 | The Friday Five (SMART Goals)

No resolutions here, but we are talking goals. Specifically, SMART goals and how to get your insurance business set for success in 2020.

January 10, 2020 | The Friday Five

The Friday Five for January 10, 2020: Governor Cuomo’s State of the State, Medicaid concerns in NY, study finds Medicaid expansion leads to better health, end-of-year spending bill revisited, and CES 2020.

The Part D SEP Triggers That Can Help You Post-AEP

A prospect wants to switch their Medicare Part D coverage, but AEP is over. Can you still help? YES! Listen to learn the different scenarios that can help qualify your client for coverage through a Special Election Period.

 

The latest from Agent Survival Guide:

 

What is E&O Insurance and Do You Need It?

Mistakes happen, even to the best of us. Fortunately, errors and omissions (E&O) insurance can help you mitigate the risks and costs that come with your profession. The insurance for those who...(read more)

Should You Sell D-SNPs?

Dual Eligible Special Needs Plans are a great product to add to your portfolio, especially since 12 million Americans (20 percent of the Medicare population) have dual-eligible status. While we think selling...(read more)

The Beginner’s Guide to C-SNPs

Have you ever considered selling Chronic Condition Special Needs Plans (C-SNPs)? Yes or no, we’ve got the quick guide that you need to read! C-SNPs can allow health insurance agents to keep...(read more)

 

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The Beginner’s Guide to D-SNPs | ASG198

The Beginner’s Guide to D-SNPs | ASG198

January 9, 2020

 

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What is a Dual Eligible Special Needs Plan? How do you sell it? Where do you find dual-eligible prospects? Our D-SNP primer answers these questions and more!

 

Read the text version.

 

Mentioned in this episode:

 

3 Easy Ways to Build Your Insurance Sales Territory

4 Ways to Keep Your Medicare Business Warm This Winter

Build Your Brand with Community Involvement

CMS 2019 Medicare Communications and Marketing Guidelines

CMS 2020 MCMG Memo

Do’s and Don’ts of Medicare Compliance

Medicaid State Overviews

Medicare Managed Care Manual

Rules for Hosting a Compliant Medicare Educational Event

Rules for Hosting a Compliant Medicare Sales Event

Selling Medicare Products – Why It’s Definitely Worth Your While

SNPs: The Secret to Surviving Lock-in

Stay Busy Outside of AEP with Special Enrollment Periods

Why Client Retention Should be Your Top Priority

 

More episodes you’ll like:

 

3 Easy Ways to Build Your Insurance Sales Territory

Maximize your reach and grow your selling territory. We outline the best practices to follow.

Do’s and Don’ts of Medicare Compliance

Need a recap on Medicare compliance? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.

Rules for Hosting a Compliant Medicare Educational Event

If you want to host a Medicare educational event, listen to this episode first! We cover how to plan, promote, and present your next event, including how to make sure you're compliant with the CMS Medicare Communications and Marketing Guidelines! We've also got details on a guide that outlines the whole process!

Rules for Hosting a Compliant Medicare Sales Event

Ready to hold a Medicare sales event? Check out this updated episode! You'll learn best practices for planning, promoting, and presenting your sales event while staying compliant with the 2020 CMS Medicare Communications and Marketing Guidelines!

 

The latest from Agent Survival Guide:

 

Should You Sell D-SNPs?

Dual Eligible Special Needs Plans are a great product to add to your portfolio, especially since 12 million Americans (20 percent of the Medicare population) have dual-eligible status. While we think selling...(read more)

The Beginner’s Guide to C-SNPs

Have you ever considered selling Chronic Condition Special Needs Plans (C-SNPs)? Yes or no, we’ve got the quick guide that you need to read! C-SNPs can allow health insurance agents to keep...(read more)

How to Transition from AEP to D-SNPs

The lock-in period is approaching, but just because it’s not the “busy season,” doesn’t mean you can’t stay busy! You can keep sales and commission coming in by shifting your focus from...(read more)

 

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Why LTCi Alternatives Are Important in Today’s Market | ASG185

Why LTCi Alternatives Are Important in Today’s Market | ASG185

November 14, 2019

 

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Are you familiar with all the Long-Term Care insurance options you can offer your clients? In this episode, we cover the alternatives to traditional LTC insurance and why these products deserve a place in your portfolio.

 

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Mentioned in this Episode:

 

Combination Products Giving Life Back to Long-term Care Market

It Is Time to Acknowledge Standard LTCi Alternatives

Leading Through Change: 17th Annual Intercompany Long Term Care Insurance Conference

Long-Term Care Insurance: The SOA Pricing Project

Long-Term Care Insurance Facts – Data - Statistics

Long-Term Care Insurance Health Qualifications. Are You Even Insurable?

Long-Term Services and Supports for Older Americans: Risks and Financing Research Brief

Short-Term Care Insurance Policy Sales Grow 20 Percent

The Traditional Long-Term Care Insurance Market Crumbles

Who is Covered by Private Long-Term Care Insurance?

 

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4 Out-of-The-Box Long-Term Care Insurance Solutions | ASG182

Traditional isn't the only way to go when it comes to Long-Term Care insurance for your clients. We've got four non-traditional LTC solutions that just might do the trick. 

An Alternative Approach to Long-Term Care Planning | ASG145

Think traditional Long-Term Care insurance is the only way to cover your client's future LTC expenses? Show your clients a different way with linked-benefit Life/LTC policies.

Are You Offering Multiple LTCi Options? | ASG142

Ready to offer more Long-Term Care insurance products in your portfolio? Learn the benefits and distinctions of each LTCi option – and how these products can boost your sales.

The Increasing Value of Combining Life & LTC | ASG138

Do linked-benefit Life/LTC insurance products have a place in your portfolio? Find out why the market is ripe for these types of plans right now!

 

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Halfway Through AEP: Reflect & Renew Your Medicare Sales Strategies

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5 Major Things to Expect in the Medicare Advantage Market for 2020

Spoiler alert: With the way the market’s looking for 2020, we feel confident saying now’s a FANTASTIC time to be selling Medicare Advantage (MA) plans. Here’s why. The Kaiser Family Foundation (KFF),... (read more)

Why You Need to Make Time for Medicare Training (& Where to Find Great Resources!)

It’s the Annual Enrollment Period, the busiest time of the year if you’re a Medicare agent! More sales translate into more money. And we all know time is money, so the more... (read more)

 

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4 Out-of-the-Box Long-Term Care Insurance Solutions | ASG182

4 Out-of-the-Box Long-Term Care Insurance Solutions | ASG182

November 12, 2019

 

ASG_Podcast_Episode_Header_4-Out-of-the-Box-Long-Term-Care-Insurance-Solutions_182.jpg

Traditional isn't the only way to go when it comes to Long-Term Care insurance for your clients. We've got four non-traditional LTC solutions that just might do the trick. 

 

Read the text version.

 

Mentioned in this Episode:

 

Cost of Care Survey 2018

Fixed Annuities vs. Indexed Annuities: What’s the Difference?

Identifying Ideal Clients for Universal Life Products

Know the difference: Chronic illness vs. LTCi riders

Lack of Funds for LTC is Americans’ Greatest Fear About Aging

Short-Term Care Insurance: A Top LTCi Alternative for Clients

STCi Solutions for LTCi Prospects

Tax Code 101(g)

Tax Code 7702B

The Increasing Value of Combining Life & LTC

 

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An Alternative Approach to Long-Term Care Planning | ASG145

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The Real Cost of Long-Term Care | ASG144

Do your clients know all the costs associated with retirement? Learn more about the true cost of Long-Term Care so you can pass that knowledge – and peace of mind! – on to your clients.

Are You Offering Multiple LTCi Options? | ASG142

Ready to offer more Long-Term Care insurance products in your portfolio? Learn the benefits and distinctions of each LTCi option – and how these products can boost your sales.

The Increasing Value of Combining Life & LTC | ASG138

Do linked-benefit Life/LTC insurance products have a place in your portfolio? Find out why the market is ripe for these types of plans right now!

 

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Why You Need to Make Time for Medicare Training (& Where to Find Great Resources!)

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Subscribe & Follow:

 

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Google Podcasts

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Defining the True Value of $0 Premium for Medicare Advantage Plans | ASG179

Defining the True Value of $0 Premium for Medicare Advantage Plans | ASG179

November 5, 2019

 

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There’s more to $0 Premium Medicare Advantage plans than just the premium. Learn about all the costs associated with these popular plans so you can help your senior clients know what to expect when they access their coverage.

 

Read the text version.

 

Mentioned in this episode:

 

A Dozen Facts About Medicare Advantage in 2019

Boost Business Selling Hospital Indemnity Insurance

Building Client Loyalty: More than Just a Plan

Medicare Advantage 2017 Spotlight: Enrollment Market Update

Medicare Advantage 2020 Spotlight: First Look

Part D Catastophic coverage (Medicare.gov)

Total Number of Medicare Beneficiaries

 

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4 Tips for Making a Better Insurance Pitch | ASG172

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5 Reasons Clients Switch Medicare Plans During AEP | ASG178

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What Seniors Value Most in an MA Plan | ASG175

Want to improve your Medicare Advantage sales? Start by finding out more about your audience, and what they want from their insurance policy.

 

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FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference?

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Value-Based Care for Medicare Enrollees Is the Future

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Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

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