News and Updates

Winning During AEP: It’s a State of Mind

You can’t win if you’ve already lost in your mind. If you’ve given up and accepted defeat before you’ve even tried, you’ve eliminated the possibility of winning. AEP is a slog, a marathon. Beginning the 7-week challenge with the mental certainty that you can’t win...

Medicare Advantage Market Is Still Stout

The Medicare Advantage market remains strong with continued opportunity for growth, according to Mark Farrah research. As of June 30, M/A saw membership increases of 742,000 since last year, with more and more beneficiaries choosing an M/A plan over Traditional...

Comes Now AEP 2019

Comes Now AEP 2019 October 15 – December 7 Are you ready for the end-of-the-year marathon? Starting in 2019, there’s a new Medicare Advantage Open Enrollment Period: it runs from January 1 – March 31, replacing M/A’s Disenrollment Period of January 1 – February 14.  ...

10 Powerful Beliefs About Work

America recognized Labor Day earlier this week, a holiday honoring working people which – as far as I can tell – is everyone. I’m romantic about work and working. Work has been of one of the essential factors in my life, starting from a very young age. My relationship...

Judge Approves CVS-Aetna Merger

A federal judge approved a Justice Department settlement yesterday that allowed CVS’s nearly $70 billion acquisition of health insurer Aetna Inc., removing a cloud of uncertainty for the merged company. The Justice Department approved the CVS-Aetna deal nearly a year...

Controlled Variables And Your Success

There are many things you need to do well to succeed in sales, and their characteristics are many and varied. There are also variables, some within your control, and many outside of it. It rarely makes sense to worry about things outside your control when there are so...

LIMRA facts: Life Insurance Awareness Month, September 2019

The changing life insurance buying process      ● About half (47%) of American consumers find simplified underwriting more appealing than traditional underwriting;      ● Benefits of simplified underwriting:           ◘ It’s fast and easy (63%);           ◘ It’s...

Listen and Learn; You’ll Know What To Do

If you want to be successful, let no one ever tell you what to do. If someone has to tell you what your goals are, then the only goals you have belong to someone else. If someone has to tell you what your responsibilities are, then you’re not doing enough to be as...

Medicare Spending and Financing: 2019

This issue brief includes the most recent historical and projected Medicare spending data published in the 2019 annual report of the Boards of Medicare Trustees from the CMS and the Office of the Actuary, and the 2019 Medicare baseline and projections from the...

Q2 Annuity Sales Set Historic Records

Fixed indexed annuity sales in Q2 were $20 billion, 14% higher than prior year results, according LIMRA. Annuity sales were up sharply again across the board, continuing a sales rebound that began with the defeat of the DOL’s Fiduciary Rule early in 2018. “This...


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