Your Neighborhood Medicare Advisors
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
Broker Connect Training Webinar
Broker Connect Advanced Training
Broker Connect Call Center Training
CMS Telehealth & Medicare Guidelines
Doing Business In Light of the Coronavirus
How to Setup “MyMedicare.gov” Account
How to Setup “mySocial Security” Account
Insulin Savings Program Signage Request
Medicare 101 Branded Presentation Request
Medicare Monthly Marketing Subscription
Medicare Part B for Seniors Leaving the Workforce
Request T65 Promotional Materials
Broker’s guide to getting 1099 by carrier
Certifications by Carrier for 2021 Plan Year
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 Product Marketing Kit reference guide by state
IRMAA rules for higher-income beneficiaries
Plan Advisors’ Referral Program one-sheeter
Plan Advisors x The Squad Digital Marketing one-sheeter
Presentation Compliance Measures
Telehealth Information by carrier
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
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
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