Plan Advisors

Your Neighborhood Medicare Advisors

Archive of Plan Advisors Blogs & Resources

Monday Brief Archives

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

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

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