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As an LOA agent, broker, or agency owner, we focus on what truly matters in the Medicare and Life Insurance industry. We provide updates on relevant topics to keep you informed. If you’d like to stay updated, subscribe to receive notifications when our latest blog posts are published.


2027 Medicare AEP: Carrier Changes, Part D Updates & What Agents Need to Know
Medicare Advantage carriers, Part D costs, and plan benefits are changing for 2027. This blog explains what independent Medicare agents should review before AEP, including carrier market changes, prescription drug costs, provider networks, plan disruptions, and client preparation strategies.

Jamie Byrd
Sep 298 min read


AEP Preparation Timeline: How to Add Medicare or Change FMOs Before AEP
If you've been wanting to add to your current line of business because your clients have been asking about Medicare, considering changing your FMO, or moving from a captive agent to an independent broker, the time to change is now. Don't let another year pass you by without understanding that when you start matters.

Jamie Byrd
May 53 min read


When The Medicare Annual Enrollment Period Is Over, Discover What Top Medicare Advisors Do Now.
How high-achieving Medicare Advisors Can Maximize the Days After Annual Enrollment.
When the Medicare Annual Enrollment Period (AEP) ends on December 7, many agents breathe a sigh of relief - and rightfully so. Months of long days, client calls, and paperwork finally come to a close. But for top-performing advisors, the days after AEP are where long-term success really begins.

Jamie Byrd
Dec 5, 20253 min read


Finish Strong During AEP: A Smart Guide for Medicare Agents
As we enter the final weeks of this year's Medicare Annual Enrollment Period (AEP), many advisors find themselves asking: What can I do now to maximize the remaining time, leveraging risk-adjustment, cross-selling opportunities, and client touchpoints? These last few days are critical, not just for enrollments, but for building lasting relationships that are tied to next year's book of business. In this post, we will guide you through high-impact tactics that you and your age

Jamie Byrd
Nov 17, 20254 min read
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