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Where Did the Year Go?

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

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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The Emotional Side of Insurance: Connecting with Clients on a Deeper Level

At its core, insurance is more than a financial transaction—it’s an emotional commitment. Each policy represents individuals or families seeking security, peace of mind, and protection. For insurance agents, acknowledging and addressing these emotional elements can transform interactions, turning routine transactions into opportunities for deeper connections and enduring relationships.
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