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    Where Did the Year Go?

    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

    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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    Should Your Clients Give Up Their Plan F Supplement?

    February 19, 2025
    With rising healthcare costs, many are questioning whether Plan F, once the 'gold standard' of Medicare supplements, is still the best choice. Is it time to consider Plan G? Let's explore.
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    Do You Refer Business to Your Clients?

    January 28, 2025
    As health insurance agents, we know that referrals are critical to our success. Satisfied clients often recommend us to their friends and family members, fueling our business growth. But here’s a question: Do you refer business to your clients?
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    The Emotional Side of Insurance: Connecting with Clients on a Deeper Level

    October 3, 2024
    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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    How Often Do You Check Email?

    December 10, 2021
    Email is an amazing productivity tool. It allows us to keep in touch with clients and colleagues at all hours of the day and night, and while phone calls and face-to-face meetings still have their place, it’s much more efficient than these other forms of communication.
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