Learn how to create a client's life insurance needs analysis. We explain the four common ways to calculate life insurance needs... multiple-of-income approach, the DIME method, the human life value approach, and capital needs analysis.

The Medicare Annual Enrollment Period officially starts on October 15, but you don’t have to wait until then to get a leg up on your sales! October 1 is when you can begin marketing the next year’s plans to your clients.

In their 2025 Medicare Final Rule, CMS approved changes that will impact D-SNPs and your dually eligible clients. Learn about the changes to prepare for AEP.

The Medicare Annual Enrollment Period can be very stressful, but don't worry. We’ve laid out some tips and tricks on how to stay organized so AEP can be a breeze this year!

The OEP is approaching quickly! We've broken down all the steps you need to take in order to be prepared to sell ACA insurance plans this November.

Boost your sales strategy with Medicare Supplements during AEP and beyond. Learn the advantages for clients and agents, and maximize commissions. Find out more!

Events are often a great way to generate leads. What is allowed at seminars for the 2025 Annual Enrollment Period?

Are you considering holding a marketing event to get the attention of more Medicare clients? You'll need to follow CMS' rules for hosting sales events.

If you’re looking to enter the under-65 health insurance market for the first time, you may have many questions. We've debunked five ACA insurance sales myths!

Playing phone tag to set appointments? Streamline your schedule by using one of our recommendations for the best appointment setters for insurance agents.

If you're curious about how to become certified to sell Affordable Care Act Marketplace plans, we're here to help guide you through Federally Facilitated Marketplace, or FFM, training and certification!

Check out our some frequently asked questions about call recording for Medicare agents and how to store your outbound and inbound calls with clients!

Are you trying to figure out how to keep your marketing materials and practices CMS-compliant? Our Q&A post will help insurance companies and agents stay CMS-compliant on marketing materials. Read more...