On behalf of PSM Brokerage, we extend our heartfelt thanks to each of you who participated in this year's NABIP-TX Annual Conference for insurance agents. Your presence and engagement made the event a resounding success! We hope you found the sessions enlightening and beneficial, especially the insights on how to build an effective team, and the valuable discussions on understanding loss ratios, company data, and managing carrier books of business. The focus on Senior Dental Plans and the artful strategies behind Cross Selling provided tools that will help you secure and expand your client base. Additionally, we hope the in-depth sessions on leveraging social media effectively with JoAnna Barker and understanding the evolving landscape of 2025 Marketing Rules and CMS Regulations with Danielle Kunkle Roberts have equipped you with the necessary skills to optimize your marketing efforts and stay compliant in your practices.
The insights provided by Greg Segovia III on the ins and outs of an FMO relationship and Sydney Schoellman’s guidance on navigating the escalation path with your carriers are crucial tools for enhancing your business operations and improving your professional interactions. These sessions were designed to give you a comprehensive toolkit for tackling the complex challenges of today’s insurance market, ensuring that you are well-prepared to meet and exceed your professional goals. Your enthusiasm and active participation are what drive PSM to sponsor these unique and proprietary learning experiences. We are thrilled to support your journey as you implement some of these strategies to grow and scale your businesses. Thank you once again for your participation and for making the conference a memorable gathering. We look forward to seeing you next year with even more engaging content and networking opportunities to help you succeed in the dynamic world of insurance.
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Medicare Blog | Medicare News | Medicare Information
2024 NABIP Texas Annual Conference Recap
Posted by www.psmbrokerage.com Admin on Thu, Apr 25, 2024 @ 09:31 AM
Tags: Hospital Indemnity, Medicare Advantage, Insurance Marketing, Facebook, Goal Setting, DSNP, Enrollment Tools, Guide, Resources, NABIP
Utilizing our insurance agent resource guides can significantly benefit your business by equipping you with the tools and knowledge to thrive in a competitive landscape. These comprehensive guides are designed to help you grow your client base, attract more referrals, and seamlessly expand into new markets. By leveraging up-to-date industry insights, marketing strategies, and detailed market analyses, you can enhance your service offerings and tailor your approach to meet the specific needs of various customer segments. Additionally, our guides offer practical tips on networking and building stronger relationships, ensuring that you not only reach potential clients more effectively but also create lasting connections that foster loyalty and word-of-mouth referrals. With these resources at your disposal, you're well-prepared to elevate your business and secure a prominent position in the insurance industry.
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Tags: Final Expense, Hospital Indemnity, Medicare Advantage, Insurance Marketing, Facebook, Goal Setting, DSNP, Enrollment Tools, Guide, Resources
3 Big Medicare Changes for 2025
Posted by www.psmbrokerage.com Admin on Wed, Apr 24, 2024 @ 11:41 AM
By Fortune – April 22, 2024 It may be months before the calendar flips to 2025, but not for Medicare. The Centers for Medicare & Medicaid Services (CMS), which runs the program, just announced two major changes for 2025 you’ll want to know about. Next year, Medicare will also dramatically alter the maximum amount beneficiaries will need to pay out-of-pocket for their covered medications. Read the article.
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Tags: Medicare Advantage, CMS
Shine brighter than ever when you sell Med Supp with Mutual of Omaha
Posted by www.psmbrokerage.com Admin on Tue, Apr 23, 2024 @ 09:18 AM
Put on your shades and brace yourself for a dazzling Medicare supplement sales opportunity that's so stunning it'll get your full attention. Your time to shine starts soon. With each Med Supp sale you make from May 1 through July 31, you're not just brightening your sales outlook — you're one step closer to winning one of these sparkling cash rewards: Your business can also help you earn additional rewards in the Broker Bonus program and counts as credit toward the Marketing Credits program and a Mutual Sales Leaders trip. Shoot for the stars and light up the Med Supp charts by earning the maximum reward of $5,000 during the program period!
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Introducing Allstate Final Expense Plans
Posted by www.psmbrokerage.com Admin on Mon, Apr 22, 2024 @ 04:27 PM
Introducing Final Expense This new plan helps your customers take control of their end-of-life expenses. The total cash benefit is paid to their beneficiary, and they can use it any way they see fit. Final Expense offers two plan levels: Graded1 and Level. Plans offer customers the ability to choose their own benefit level in $1,000 increments.
Please note:
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Tags: Final Expense, Allstate
Mutual of Omaha: Annual Cost-of-Care Study
Posted by www.psmbrokerage.com Admin on Mon, Apr 22, 2024 @ 03:58 PM
The Cost-of-Care Study Results Are In Every year, Mutual of Omaha conducts a cost-of-care study in all 50 states, and the results are in. The cost of services continues to rise and the average cost for a home health aide is over $70,000 a year. They've updated their cost-of-care tools to reflect the changes in price and to help producers guide the conversation about how clients intend to pay for their long-term care.
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Tags: long term care, mutual of omaha
Help Clients Prepare, Protect, and Enjoy Retirement with RPM
Posted by www.psmbrokerage.com Admin on Mon, Apr 22, 2024 @ 11:32 AM
Retirement Plus Multiplier® (RPM) Annuity Highlights:
*All product recommendations must be prioritized in the consumer’s best interest. What Phase is Your Client In:Whether your client is currently accumulating their wealth, preparing for retirement, or in retirement, RPM may be a helpful addition to their retirement strategy. Prepare Protect Enjoy
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Unlock New Opportunities with DSNP Plans
Posted by www.psmbrokerage.com Admin on Wed, Apr 17, 2024 @ 10:14 AM
Download our helpful guide to deepen your understanding of selling Dual Special Needs Plans to seniors. This essential resource is tailored to help agents like you navigate the complexities of these plans, highlighting key strategies for effectively reaching and serving the senior demographic. Whether you're new to this segment of Medicare or looking to refine your approach, our guide provides valuable insights and practical tips to enhance your sales techniques and improve client engagement. The Breakdown:
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Tags: Medicare Advantage, DSNP, Guide
Guide to Scaling Your Medicare Business
Posted by www.psmbrokerage.com Admin on Wed, Apr 17, 2024 @ 10:13 AM
Tags: Medicare Advantage, Medicare Supplement, Insurance Marketing, Digital Marketing, Agency Building
Join PSM Brokerage and Elevate Your Career as an Independent Agent!
Posted by www.psmbrokerage.com Admin on Wed, Apr 17, 2024 @ 10:09 AM
Join PSM Brokerage now to offer a robust portfolio of Medicare Plans, Life Insurance and Annuities and leverage the expanding market demand. If your sales skills are top-notch and you have a focused, goal-driven mindset, you're precisely the partner we're seeking. We provide robust leadership, advanced sales tools, effective sales strategies, dedicated training, outstanding mentorship, and beyond. Working with PSM Brokerage (PSM) offers a unique opportunity for insurance agents focusing on the senior market. As a reputable FMO, we provide:
Joining forces with PSM Brokerage means becoming a vital part of a collaborative and thriving community of agents. This unique community is deeply committed to mutual support, sharing knowledge, and fostering an environment where everyone can excel.
Our Mission:We nurture, educate, and assist our agents in every way possible. We are relentless in our dedication to bring value and go above and beyond expectations. We provide best-in-class service and do it with a smile. We conduct ourselves with integrity and honesty. We develop a culture of success with team members and agents to inspire them to reach their full potential. We will create an environment that serves our goals using honesty, humor, and humility. We are the home for high-producing agents and high-value agencies. The fruits of our hard work are visible daily as we continue to grow and attract higher production and lasting relationships. If you're an agent interested in taking your career to the next level and eager to thrive, we want to hear from you. PSM Brokerage is committed to empowering agents with the tools, training, and community support needed to succeed. We offer a collaborative environment where your growth is our priority, backed by a suite of resources designed to maximize your potential.
PSM Brokerage was founded in 2006, in Austin, Texas. In the intervening time with almost two decades of experience, PSM has grown to a nationwide footprint, with a mission to empower agents to honestly and ethically help people live longer, healthier and more financially secure lives.
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Tags: Annuities, Medicare Advantage, Medicare Supplement, New Business Opportunities, Life Insurance