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Short, Fun HSA Quiz

Short, Fun HSA Quiz

Published: November 29, 2018
As premiums continue to increase, more and more people are purchasing plans with higher deductibles and no up-front copayments. Most of these plans are HSA-compatible, so we thought it might be fun to test your HSA knowledge. Below are five questions that you could get from clients relating to Health Savings Accounts. See how you do.
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How much is a client worth?

How much is a client worth?

Published: November 16, 2018
Some larger firms that focus primarily on employee benefits will only work with clients that meet a minimum group size or annual revenue amount. Other brokers will spend hours with an individual client knowing that the commission they’ll receive will never fully compensate them for their time. Most brokers are somewhere in-between—they’ll accept most customers who want to do business with them, but they try to make a profit off every client.
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Done for You! Client Email on Three Big Changes for 2019

Done for You! Client Email on Three Big Changes for 2019

Published: November 5, 2018
A couple of months ago, we posted three “done for you” letters that you could copy and paste into an email to your small group, individual, and Medicare clients. Here’s another “done for you” email that you can send to your individual clients and prospects to let them know about three important changes for 2019.
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How to Find More Time During the Fourth Quarter

How to Find More Time During the Fourth Quarter

Published: October 19, 2018
Here we are. Another fourth quarter. The busy time of the year. The three-or-so months when we have little time for friends or family, or anything else for that matter. Most agents work long hours from October through December, trying to take care of their existing clients and hoping to grow their business at the same time. Unfortunately, while the fourth quarter can be an exciting time, it can also be exhausting. Most of us find it difficult to get everything done, and naturally some things slip through the cracks. In this article, we wanted to share a few ideas to help you find more time during the fourth quarter. We hope you find a few that work for you.
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The Medicare Advantage Open Enrollment Period Is Back!

The Medicare Advantage Open Enrollment Period Is Back!

Published: October 12, 2018
If you sell Medicare Advantage and/or Medicare Part D plans, then you are no doubt familiar with the Annual Election Period (AEP), which starts October 15 and ends December 7. The AEP is sometimes referred to as the “Open Enrollment Period for Medicare Advantage and Medicare prescription drug coverage.” In fact, the Medicare.gov web page devoted to Medicare enrollment periods describes it this way.
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Expanded Short Term Plans

Expanded Short Term Plans

Published: September 20, 2018
By now you’ve probably heard the news: the Department of Health and Human Services, in conjunction with the Department of Labor and Department of Treasury, has issued the final rule on the expansion of short-term, limited duration health insurance plans that the President called for in his executive order last October. The rule expands the length of short-term plans, which is a big deal for healthy individuals who do not have access to employer-sponsored coverage and who do not qualify for a premium tax credit.
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