Blog - Financial Grade

1 Feb 2023

Selling Medicare Plans: What to Do When Your Client Insists on the Wrong Plan

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Tagshow to communicate with senior clients

Have you ever experienced a client insisting they want a plan you know isn’t the best one for them? If you’ve been selling Medicare plans...

1 Jan 2023

2023 Changes in Medicare Insurance: What Agents Need to Know

Posted ByVanessa Frias

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Tagsmedicare clients

As a Medicare insurance agent, you need to be there for your clients. Seniors are dealing with the logistical stress of navigating a complex system...

1 Dec 2022

AgentMethods: Launching Websites for Insurance Agents

Posted ByVanessa Frias

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Tagsmarketing

Medicare insurance agents have enough to deal with. Between complying with ever-changing CMS requirements and making sure your senior clients are happy and protected, there...

1 Nov 2022

How to Streamline Medicare Compliance Call Recording

Posted ByVanessa Frias

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Tagscall recording, cms compliance

When providing health insurance to seniors, compliance is a top priority. Medicare now requires call recording from insurance agents, and integrating this requirement seamlessly into...

inflation reduction act medicare changes

1 Oct 2022

How Will the Inflation Reduction Act Affect Seniors’ Medicare Coverage in 2023?

Posted ByVanessa Frias

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As the pandemic melds into an endemic scenario worldwide, the economy is shifting as well. As a result, for much of 2022, the word inflation...

1 Sep 2022

3 Tips on How To Sell Long-Term Care Insurance

Posted ByVanessa Frias

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Tagslong-term care insurance

Today we’re looking at how to sell long-term care insurance. As a Medicare insurance agent, you’re used to selling all the different types of Medicare...

1 Aug 2022

How Do I Record Medicare Calls?

Posted ByVanessa Frias

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Tagshow to communicate with senior clients, medicare clients, rules

During the last few years, much has changed in Medicare insurance agent-client relations. Specifically, you’ve most likely gone from in-person consultations to mostly communicating with...

1 Jul 2022

What Medicare Supplement Plans Should I Carry?

Posted ByVanessa Frias

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Tagsmedicare supplement plans

Every Medicare-eligible senior has a unique situation and set of requirements. When you’re deciding which insurance plans and Medicare supplemental plans to offer, you want...