Plan Advisors Blog

Three Critical Considerations When Investing in a New Website

Posted by Lance Hoeltke on Thu, Mar 19, 2020 @ 03:45 PM

We get questions all the time from brokers who know they need a website and social media presence in this day and age but don’t know where to start. 

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Medicare Supplement Plans benefit both beneficiaries and brokers

Posted by Lance Hoeltke on Fri, Mar 13, 2020 @ 04:30 PM

Brokers who have come through a successful AEP and are reaping the benefits of their hard work may be tempted to take their foot off the gas during OEP, but they would only be missing opportunities to develop an indispensable relationship with their clientele. OEP is a prime opportunity to offer value to your book of business and generate new commission opportunities via Medicare Supplement Insurance plans.

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Tags: Med Supp

What Medicare Brokers Need to Know About 'Medicare For All'

Posted by Lance Hoeltke on Mon, Mar 09, 2020 @ 02:30 PM

While in an election year, oftentimes a client will ask how a certain candidate’s policies would affect them. With Bernie Sanders leading the field on the Democrat side, here are some insights you could share regarding his proposal of “Medicare for All” vs Medicare in its current form:

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New ProducerMAX CRM Features Released Last Month

Posted by Lance Hoeltke on Mon, Feb 10, 2020 @ 09:30 AM

ProducerMAX, the easy-to-use client relationship management (CRM) tool designed specifically for agents, recently released new features that continue to make agents' lives easier. 

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Sharpen your skills on IRMAA - Income Related Monthly Adjustment Amount

Posted by Lance Hoeltke on Fri, Jan 17, 2020 @ 04:00 PM
IRMAA may impact a higher percentage of your clients than you think. Brush up on these fundamentals of how the rules are applied and see new thresholds for 2020. It’s the first time the thresholds have been adjusted in over a decade!   
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ProducerMAX Introduces 3 New Features

Posted by Lance Hoeltke on Mon, Dec 23, 2019 @ 09:00 AM

ProducerMAX recently released new features that are designed to help agent better serve clients post-AEP and beyond. From increased ease of use to expanded capabilities, the new features offer tools that most agents in the industry have been lacking.

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Protect your clients with ProducerMAX CRM

Posted by Lance Hoeltke on Wed, Oct 23, 2019 @ 04:17 PM

By the time you finish reading this article, it's estimated that around 4 cyber attacks will have taken place - that's 1 attack every 39 seconds. Is your business and your clients' sensitive information at risk of being next?

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Did You Hear About CamScanner?

Posted by Lance Hoeltke on Thu, Oct 03, 2019 @ 11:15 AM

Did you hear? CamScanner, a mobile app designed specifically for creating PDFs and PDFs with OCR (Optical Character Recognition), was recently discovered to have malware!

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Tags: marketing materials

We Go a Step Further for You

Posted by Lance Hoeltke on Thu, Oct 03, 2019 @ 11:08 AM

If you’re headed into open enrollment and anxious about how you’ll find the time for everything, we’ve got you covered.

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Tags: marketing materials

Most common compliance allegations and ways to avoid them

Posted by Lance Hoeltke on Fri, May 17, 2019 @ 04:11 PM

As agents, we are sometimes faced with the challenge of protecting our good name. If you receive an allegation, it is required that you respond back to the appropriate carrier in writing within 5 business days. This can easily put you on the defensive, but try to keep the emotion out and focus on the facts when preparing your response. Also, get your agency leadership involved to help you best represent and protect yourself. We use attorneys and tax professionals when we need help in certain areas, think of your agency leadership in the same manner vs keeping it from them. We’re here to help.

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