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When Telehealth Is the Right Choice for Patients

When Telehealth Is the Right Choice for Patients

Published: March 25, 2026
Telehealth has become one of the most widely used health care tools in recent years. Many health plans now include telehealth services, and a growing number of patients are comfortable speaking with a doctor by phone or video. While telehealth is not appropriate for every situation, it can be a convenient and cost-effective option for many common health concerns. For insurance agents working with individual or Medicare clients, helping people understand when telehealth makes sense can improve how clients use their coverage.
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Proper Prior Planning Prevents Poor Performance (Especially for Medicare Agents)

Proper Prior Planning Prevents Poor Performance (Especially for Medicare Agents)

Published: March 20, 2026
There’s an old saying that proper prior planning prevents poor performance. These words of wisdom are especially true for agents who sell Medicare-related products. When clients arrive unprepared for an appointment, the meeting often takes longer, important details can get missed, decisions become more difficult, and a follow-up appointment may be necessary. A little preparation ahead of time can make the process smoother for everyone involved.
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Why the January 15 Deadline Matters More Than Usual This Year

Why the January 15 Deadline Matters More Than Usual This Year

Published: December 18, 2025
Crossing the December 15 deadline for January 1 effective dates usually signals a familiar shift in open enrollment: fewer brand-new shoppers, more follow-ups with undecided clients, and a narrowing pool of last-minute opportunities. This year, however, the period between December 15 and January 15 carries more weight than usual. Not because agents don’t understand the deadline, but because many consumers delayed decisions while watching Washington drag its feet.
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Where Did the Year Go?

Where Did the Year Go?

Published: October 16, 2025
Does it seem like the fourth quarter got here way too fast? For some reason, 2025 has felt like a blur. One minute you were following up on January renewals, and suddenly it’s almost time for the Annual Election Period (AEP) for Medicare and the Open Enrollment Period (OEP) for individual plans again.
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Do You Still Do In-Person Meetings? Finding the Right Balance with Medicare Clients

Do You Still Do In-Person Meetings? Finding the Right Balance with Medicare Clients

Published: October 10, 2025
If you work with seniors, chances are you’ve heard this question from clients and from other agents. After the pandemic pushed most of us into virtual meetings, it’s natural to wonder: should we go back to in-person appointments, or stick with what’s become the new normal?
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