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Call Us: 1-800-926-8875

The Keys to Compliance with Secret Shoppers

The Keys to Compliance with Secret Shoppers

One way to confirm that Medicare beneficiaries are receiving accurate & compliant information during marketing events and personal appointments, is to utilize secret shoppers.

CMS secret shoppers measure quality of service and compliance with Medicare regulations as a way to gather specific information about products and services.

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How to Diffuse the Surrender Charge Objection in Annuity Sales

How to Diffuse the Surrender Charge Objection in Annuity Sales

Objections should always be anticipated and handled early in the presentation. You know they're coming, so take the offensive and tackle them before they tackle you.

As long as there are annuity sales presentations there will be surrender charge objections. There are many ways to address this concern, however there is one aspect of handling objections that should be paramount.

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Protect Your Client’s Most Valuable Asset

Protect Your Client’s Most Valuable Asset

Odds are if you asked your client what their most valuable asset is, they most likely would respond with "my home, my car, my boat, etc." Very few would say their income/paycheck.

That's because most people do not immediately equate this question with their ability to earn a paycheck. If your client was sick or injured and unable to work or earn a steady paycheck, how would they pay for the things they love, or the insurance to protect them? Would they be able to pay their monthly mortgage or rent and still be able to pay their monthly bills, credit cards or car payments? You can help make sure they can sustain their lifestyle.

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Success in Selling Employee Benefits: Having the Right Tool at the Right Time

Success in Selling Employee Benefits: Having the Right Tool at the Right Time

As an Employee Benefits broker you should be as diverse as a swiss army knife, so your clients think of you no matter their situation.

I carry a small Swiss Army knife with me on my key chain, and rely on it for those times when I need just the right tool. However, I reach for it far more often to help others. Every time they say "Thank you so much. I've got to get myself one of these!" "Don't bother," I'd say, "just call me." Helping people in their time of need simply feels good – it's what we're all designed to do.

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The Scoop on the Scope of Appointment

The Scoop on the Scope of Appointment

The Scope of Appointment (SoA) is like an American Express card, you don't leave the appointment without it. We'll show you how to use this form correctly and compliantly.

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New Year’s Resolutions

New Year’s Resolutions

A new year brings new optimism, new challenges, opportunities, goals and resolutions.

Unfortunately, many New Year's Resolutions end as quickly as they are uttered from our lips: lose weight, eat healthier, exercise, quit smoking, save more money, get out of debt, get organized, travel more, read more, spend more time with family. Sound familiar?

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How Annuities Can Help Your Medicare Clients

How Annuities Can Help Your Medicare Clients

By Christy Wilbert & Joe Corio


Are you helping your Medicare eligible clients to your fullest potential?

They need you more than you know. You are their life line in the confusing world of insurance, helping them find the best coverage and solutions to cover expenses and secure their life savings.

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Individual Health Insurance: How did we get here and where do we go next?

Individual Health Insurance: How did we get here and where do we go next?

Let's take a walk down memory lane to before the Affordable Care Act was signed into Law, when individual and family rates were approximately 1/3 of the cost of employer-sponsored coverage.

At that time, PA had safety net plans that would cover those that couldn't obtain employer-sponsored coverage, or for those that were rejected from traditional individual plans. These plans were guaranteed issue and cheaper than the coverage available today.

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30 Second Survey: Help Us Shape Our Blog Content for 2017

30 Second Survey: Help Us Shape Our Blog Content for 2017

As the end of the year approaches (with almost a year's worth of blogging under our belt) we'd like to hear what you've thought about our blog so far and what you'd like to see us write about in the future.

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HIPAA Compliance Tricks & Treats

HIPAA Compliance Tricks & Treats

There's rarely a week that goes by where I don't get a call from one of our agent partners asking, "How do I protect myself from hackers and compliance violations?" 

These are important questions that should be asked by everyone who handles Protected Health Information (PHI) and Personally Identifiable Information (PII) to ensure HIPAA compliance. Don't worry, you don't have to be a security expert to keep you and your client's personal data safe.

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