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Plan Advisors

Your Neighborhood Medicare Advisors

Archive of Plan Advisors Blogs & Resources

Recently Published Blogs

Tips for Selling in a Retail Environment

Pathways to Seniors: Tips to Reaching Your Target Market Through Employers

Why Digital Marketing is the New Reality for Medicare Marketing

An alternative to in-person events: How to host virtual events

Tools and Tutorials for Using Virtual Marketing and Sales

Tips for Avoiding Telephonic Sales Allegations

How VA Coverage and Medicare Can Work Together

Special Needs Plans: Avoid the Lock-in Lull

What You Need To Know To Serve Clients Who Also Have TRICARE Coverage

Two Accounts Your Medicare Clients should be Registered for

How to help Medicare beneficiaries who are relocating

Three Critical Considerations When Investing in a New Website

Medicare Supplement Plans benefit both beneficiaries and brokers

What Medicare Brokers Need to Know About ‘Medicare For All’

New ProducerMAX CRM Features Released Last Month

Sharpen your skills on IRMAA – Income Related Monthly Adjustment Amount

ProducerMAX Introduces 3 New Features

 

Resource Pages

2021 First Looks

2021 Prominence First Look

About Our Support Team

Broker Connect

Broker Connect FAQ

Broker Connect Training Webinar

Broker Connect Advanced Training

Broker Connect Call Center Training

Broker Referral Program

CMS Telehealth & Medicare Guidelines

Doing Business In Light of the Coronavirus

Email Signature Request Form

How to Setup “MyMedicare.gov” Account

How to Setup “mySocial Security” Account

Humana Kroger Initiative

Insulin Savings Program Signage Request

Medicare 101 Branded Presentation Request

Medicare Marketing Support

Medicare Monthly Marketing Subscription

Medicare Part B for Seniors Leaving the Workforce

ProducerMax CRM

Prominence Health Plans 

Request T65 Promotional Materials

Service Request

Steward Health Plan

T65 List Request

Tools & Support Email

Understanding Humana Term Letters

Web SOA

WellFirst Health Plan

WellFirst SMS landing page

Documents & Files

AEP Follow-up Call guidance

Broker’s guide to getting 1099 by carrier

Broker Support by Carrier

Certifications by Carrier for 2021 Plan Year

Enrollment options by carrier

Enrollment options for Med Supp

Headshot guide for brokers (both professional & DIY)

Humana Appointment requirements by state

Humana Appointment fee reimbursement invoice sample

Humana Minimum Production Standards

Humana Appointment Termination letter sample

Humana Med Supp Program map

Humana Product Marketing Kit reference guide by state

IRMAA appeals guide

IRMAA application

IRMAA rules for higher-income beneficiaries

IRMAA Threshold Levels chart

Medicare Intake Form

OEP Cheatsheet

Plan Advisors’ Referral Program one-sheeter

Plan Advisors x The Squad Digital Marketing one-sheeter

Pre-AEP Checklist

Presentation Compliance Measures

Sample Medicare Card

Telehealth Information by carrier

VA & Medicare Infographic

Veterans & Medicare FAQ Sheet

 

 

Monday Brief Archives

01/04/2021 – New Year, New Open Enrollment Period

12/21/2020 – Seasons Greetings from Plan Advisors + Resources To Close The Year

12/14/2020 – AEP may be over, but the job’s not

11/30/2020 – Important Reminders With Just a Week Left in AEP

11/09/2020 – Guidance on Serving Veterans, Low-income Subsidies, and more in this week’s Brief

10/26/2020 – Updated Health Assessment guidance and other resources for your week.

10/19/2020 – Today’s brief is packed with helpful resources and info – Read it now

10/12/2020 – 2021 Enrollment Opens Thursday – We’re Here to Make Sure You’re Ready

10/05/2020 – Save your clients money and make more cash yourself with this week’s need-to-know news

09/21/2020 – Get Your Copy of the 2021 Medicare & You Handbook + More AEP Resources

09/28/2020 – CMS announces important change + find more ways to make money in our Monday Brief

09/14/2020 – AEP will be here before you know it – Get Prepared

08/24/2020 – Start your week with follow-up from Broker Connect training + more

08/10/2020 – Broker Connect Training Registration & More In This Week’s Brief

07/27/2020 – Do more this week with these reminders, tools, and announcements

07/13/2020 – Did you hear the news? Broker Connect exclusively available to Plan Advisors brokers.

07/06/2020 – Something big is coming…

06/29/2020 – Certification season is here & the pace is picking up – don’t fall behind

06/15/2020 – Increased compensation rates & other top headlines for your week

05/18/2020 – Don’t let your book of business grow stale during COVID-19

05/11/2020 – SEP information brokers need to know & more in this week’s Monday Brief

05/04/2020 – Important Telehealth Information You Need to Serve Clients Well This Week

04/20/2020 – Beyond COVID-19, here’s what you need to know this week.

04/06/2020 – Top stories and resources you don’t want to miss

03/23/2020 – Working from home doesn’t mean you have to stop selling

03/16/2020 – Continuing Business Amidst the Coronavirus Pandemic

03/09/2020 – We’re in the last month of OEP. Here’s what you need to know:

02/24/2020 – Have questions about recent PDP changes? We have answers!

02/17/2020 – Can’t miss Medicare SEP news & bonus reminders

02/03/2020 – Possible SEP for Part D Clients + the latest Medicare changes you don’t want to miss

01/20/2020 – Monday Morning Brief: New IRMAA Thresholds for 2020 + Humana Med Supp

01/13/2020 – Your Monday Brief: Important Q1 Dates & Top Headlines

01/06/2020 – Your Monday Brief: Everything You Need to Start 2020 Off Right

12/30/2019 – Your Last Monday Morning Brief of 2019 – Reminders & Announcements You Need to End the Year

12/23/2019 – Enjoy your holidays and let us take care of client enrollment issues

12/09/2019 – Your Monday Brief: Post-AEP news and reminders you don’t want to miss

12/02/2019 – Your Monday Morning Brief: Make the most of your final week of AEP

11/25/2019 – Start Your Thanksgiving Week off Right with Tips and Tricks from Agents Just Like You

11/18/2019 – Your Monday Morning Brief: ACA contracting, learning opportunities, and more

11/11/2019 – Don’t miss this week’s top headlines and latest reminders

10/07/2019 – Your Monday Morning Brief from Plan Advisors

Productivity Tool Belt Archives

11/11/2020 – CMS Announced 2021 Medicare Part B Premium Standards – Here are Resources You Need

10/21/2020 – Here’s a list of Non-Commissionable Plans + more AEP resources

10/13/2020 – Here’s a resource for a more efficient AEP

09/22/2020 – Don’t miss these Pre-AEP Resources in this week’s Productivity Tool Belt

09/01/2020 – Have you heard the buzz? These are the tools brokers are raving about.

07/21/2020 – Check out these carriers’ 2021 First Looks

07/14/2020 – AEP will be here before you know it, use this tool to prepare

07/07/2020 – Are you prepared for your 2021 certifications?

06/30/2020 – Are you using Web SOA yet?

06/16/2020 – Does your digital communication feel disjointed? We have tools to help.

05/19/2020 – Clients become like family – help them with their big move

05/12/2020 – Telehealth guide to help serve clients + other tools for your week

04/21/2020 – Online Accounts Your Clients Should Be Using

04/07/2020 – Here’s How to Stay Compliant While Serving Clients Virtually

03/31/2020 – Is Your Book of Business Getting Stale?

03/24/2020 – Tools for selling to seniors virtually

03/17/2020 – Tools and Resources You Need To Succeed This Week

03/10/2020 – Tax season is here – make sure you have your 1099s

02/25/2020 – Make sure you’re using the right Humana kits with this tool

02/18/2020 – Worried about client retention? We’ve got tools to help!

02/11/2020 – Tools you need in the palm of your hand: ProducerMAX, marketing & more

02/04/2020 – Your Top Resource of the Week: T65 Campaign Support

01/21/2020 – Productivity Tool Belt: Guide to MBI Format + Tools to help your next campaign

01/14/2020 – Here are the resources you need for your next Medicare presentation + T65 campaign

12/31/2019 – Top Recommended Tools for Medicare Agents in 2020

12/10/2019 – Do you have digital marketing tactics in your sales tool belt?

12/03/2019 – Get a helping hand with AEP deadlines…

11/26/2019 – Do you have the tools to succeed this Thanksgiving week?

11/19/2019 – Here are tools to help you have a more successful week!

11/12/2019 – OEP got you stressed? Plan Advisors’ Productivity Tool Belt is here to help!

10/22/2019 – Productivity Tool Belt: Protect yourself and your clients’ sensitive information

10/15/2019 – Productivity Tool Belt: Introducing E-Scope of Appointment with ProducerMAX

From the Field Archives

11/06/2020 – From Spending AEP on the Road to an AEP of Virtual Appointments and Enrollments, Read Mike’s Story

10/16/2020 – Check out today’s Broker Spotlight + AEP Tips and Resources

10/09/2020 – From Selling Encyclopedias to Managing 100+ Agents – Read this Agency Leader’s Story

10/01/2020 – This agency leader is willing to do whatever it takes – Read her story.

09/25/2020 – Read one agency’s story to success in today’s From the Field Spotlight

09/18/2020 – Read the story of one broker dedicated to helping others succeed

09/10/2020 – Read one broker’s story of success going from homes to healthcare

08/27/2020 – This week’s spotlight features two friends teaming up for success.

08/20/2020 – This week’s featured broker is focused on keeping it all in the “family”

08/13/2020 – Gain insight into one FL agent’s successful approach to Medicare

07/30/2020 – Seeing the value of always doing what’s best for the client

07/24/2020 – Finding a Calling in Medicare

07/16/2020 – Insights for developing a career you love and finding success along the way

07/09/2020 – Incorporating the “Aloha Spirit” into the Medicare business

07/02/2020 – Read one broker’s experience leveling up in Medicare business and facing adversity

06/25/2020 – Don’t miss this week’s spotlight & the tool brokers are raving about

06/18/2020 – Building a business through personal touches and an education first approach

06/11/2020 – Insights from a broker who was determined to never sell anything

06/04/2020 – Don’t miss this week’s broker success story + a 2021 compensation announcement

05/28/2020 – Want to serve more dual-eligible beneficiaries? Here’s how you can.

05/21/2020 – Tips for success from a dynamic duo in the industry

05/14/2020 – What Superstar Brokers Are Made Of

05/07/2020 – Finding strength in numbers – even as Independent Brokers

04/30/2020 – How bad do you want success?

04/23/2020 – This week’s broker spotlight: One broker’s mindset to never stop learning

04/09/2020 – Tips for selling to veterans, from a veteran. – Steen Larsen

04/02/2020 – Serving Seniors in Challenging Times – Linda Staffen

03/26/2020 – Positive Inspiration for Dark Times – George Francisco

03/19/2020 – See how this new broker ended AEP in top 8% for sales in their state – Jeff Shermer

03/12/2020 – Important Coronavirus Recommendations and Virtual Work Guidelines – COVID-19 edition

03/06/2020 – What it takes to go from grocery store to agency leader – Rick Harp

02/27/2020 – What’s the secret to becoming #1 in sales? – Jason Blake

02/13/2020 – Success doesn’t happen overnight. Here’s how you get there:  – Dennis Fletcher

02/06/2020 – CMS Dos & Don’ts + 7 Tips for Presenting to Seniors

01/30/2020 – From the Field: Factors that set Medicare brokers apart

01/23/2020 – From The Field: Reaching Seniors Through Employers – Leslie Franz

o1/16/2020 – From The Field: Reflecting on how agents achieve work-life harmony – Chris Green

01/02/2020 – From The Field: Prioritizing time with other agents – HI team

12/19/2019 – Do you know what to do if you or a client experiences issues Post-AEP?

12/12/2019 – Are you confident your clients are ready for January 1?

12/05/2019 – It’s the final days of AEP. Finish strong! – Roxanne Christensen

11/21/2019 – Plan Advisors’ Agent Success Story of the Week + Tips to Finish AEP Strong – Jennifer Jackson

11/07/2019 – From the Field: Tips for dealing with Medicare.gov changes, serving remote clients, and more – Jolynn Allen

10/24/2019 – From the Field: Agent Success Stories and Tips to Inspire Your Week – Dennis Fletcher, Roger Daniel, Cal & Jill Joski

 

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