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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.


Should You Become an Independent Medicare Broker? Why More Captive and LOA Agents Are Making the Move
Learn how captive and LOA Medicare agents can become independent brokers, own their book of business, build renewal income, and also create long-term business value.

Jamie Byrd
Aug 205 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


Why Life Insurance Agencies and Agents Should Add Medicare to Their Offerings Now
If you own a life insurance agency or are an agent and add Medicare, you can increase recurring revenue, improve client retention, and raise agency valuation for your business. Learn how to build a Medicare division and choose the right FMO partner.

Jamie Byrd
Feb 254 min read


Medicare Advantage Open Enrollment Period (MA OEP): How Agents Can Maximize Growth, Retention, and Revenue
The Medicare Advantage Open Enrollment Period is not a slow season. Learn how top agents use OEP to retain clients, stay compliant, and strengthen their Medicare books.

Jamie Byrd
Jan 304 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


How to Become a Medicare Agent: Step-by-Step Guide
Becoming a Medicare agent can be a rewarding career, especially with the proper Medicare Field Marketing Organization.

Jamie Byrd
Jul 15, 20253 min read
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