Imagine you're in a meeting with a client, aged 80, and you've called them "elderly." It was an innocent reference, but they're offended. They know they're no spring chicken anymore, but they're not "elderly" yet. Now, they're no longer interested in purchasing a plan from you.

The Annual Enrollment Period (AEP) can be an especially crazy and hectic time of year, but that doesn't mean you should compromise your well-being to make a few extra sales.

There's one thing Medicare clients ask their agents all the time: "How can I save money on prescription drugs? Let us help you answer that question!"

November 10 always marks the halfway point for the 2026 Annual Enrollment Period!

You have a client who could benefit from and is interested in long-term care insurance (LTCi)! The problem? Traditional LTCi just isn't the right fit.

Life as an insurance sales agent can be draining. For many, the bulk of your work happens outside of the office.

You've made your pitch — now to see if it's a hit or a miss and close the insurance sale.

When a marketplace plan is discontinued, your client isn't left to wonder how to obtain new coverage. They're automatically transitioned, or "crosswalked," to a new, similar plan.

With changing guidelines and a flurry of questions, your client could be confused when they get to the annual household income line of their Affordable Care Act (ACA) insurance application.

Under-65 health insurance sales aren't nearly as regulated as Medicare sales. However, there are some rules Affordable Care Act agents must follow.

When your client wants a Medicare Supplement, do you tend to place them in Plan G? While it's true this Med Supp is the most common choice for newly eligible Medicare enrollees and covers the most out-of-pocket costs, never overlook Plans K, L, M, and N.

When you're thinking of everything you need to do to prepare for appointments this Annual Enrollment Period, be sure to think of things outside your memorized to-do list.