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Tags: Guarantee Trust Life
Posted by www.psmbrokerage.com Admin on Wed, Jan 25, 2023 @ 10:47 AM
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Tags: Leads, LeadStar, Medicare leads
Posted by www.psmbrokerage.com Admin on Tue, Jan 24, 2023 @ 04:43 PM
Among these steps, PSM has created an internal task force consisting of leaders from our Executive, Regulatory and Compliance, Sales and Distribution, and Marketing and Lead Generation teams. This task force is responsible for assessing the impact we believe this rule will have on customers and relaying this information to CMS during the comment period, ensuring that any new MA-PD rule allows PSM to continue to effectively perform our mission of helping people live longer, healthier, and more secure lives. Additionally, this task force is responsible for ensuring that any required strategic and tactical shifts in our business operations are performed in a way that minimizes disruption to our core operations. Outside of PSM, Marketing leaders are working with industry consortia to gather information, provide a shared point of view on the proposed rule, and make additional comments to CMS reflecting our industry’s shared commitment to performing Sales, Marketing, and Oversight operations in a customer-centric manner. Precision Senior Marketing is committed to keeping our entire agent community informed about changes that may be required because of this rule, as well as providing guidance once the final rule is instituted. As we progress with our work on this topic, you will be kept up to date.
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Tags: medicare advantage updates, CMS
Posted by www.psmbrokerage.com Admin on Thu, Jan 05, 2023 @ 09:26 AM
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Tags: Guide
Posted by www.psmbrokerage.com Admin on Thu, Jan 05, 2023 @ 09:23 AM
Give clients the freedom to choose. With this bundled solution from LifeShield, producers and clients can enjoy a unique and exclusive Medicare Supplement and Dental, Vision, and Hearing (DVH) combo sale opportunity with more benefits and more freedom – meeting clients' financial and coverage needs. 10% Multi-Product Discount - This multi-product discount is applied to the DVH plan when combined with an approved Medicare Supplement policy*. Competitive Rates With Great Commissions - PAID DAILY - Policyholders can enjoy market leading rates across Plans F, G, and N, while producers can enjoy a great commission rate that’s PAID DAILY. A Seamless eApp Experience - Point-of-sale underwriting decision notification for clean apps and declines, with 48-hour turnaround for referred underwritten cases. Combo Sale approved in 19 states w/ more coming soon!
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LifeShield National Insurance Co. is an Oklahoma City-based life and health insurance company, and a member of the LifeShield National family of insurance companies. Together with its affiliates Individual Assurance Company Life, Health, & Accident, and Life Assurance Company, LifeShield has been protecting families for nearly 50 years with affordable life, health, and accident insurance solutions to help you live the life you choose. LifeShield National Insurance Co. is rated B++ (Good), the 5th highest rating possible out of a total of 16 by AM Best, a widely recognized independent insurance industry ratings firm. For the latest rating information, visit www.ambest.com |
Posted by www.psmbrokerage.com Admin on Tue, Jan 03, 2023 @ 11:20 AM
Join us in January for the first of our Medicare open enrollment period (OEP) trainings. These trainings will focus on retention, supplemental benefits, and special needs plans. In each class, you’ll learn valuable tips to help you build your sales strategy for OEP and beyond.
Please see below for an overview of our January classes.
Open Enrollment Period (OEP)
Join us as we cover the ins and outs of OEP. We’ll talk about sales opportunities, compliance guidelines, and strategies for growing your business. We’ll also provide some useful resources to help you make the most of this OEP.
Retention Strategies
Keep your customers in your book of business. In these sessions, we’ll share proven strategies to increase customer retention and reduce rapid disenrollment.
Leveraging Medicare Advantage (MA) Supplemental Benefits
During AEP, our supplemental benefits were differentiators. Learn how our benefits compare with the competition and why they could help you make the sale this OEP.
Special Needs Plans (DSNP)
Help your customers find the right plan and increase sales. In these sessions, we’ll go over special needs plan enrollment opportunities, focusing on dual-eligible Medicare beneficiaries.
Here's how you can sign up:
Make sure to log in to Producers' University first, and then click on the links below to register. After clicking the links below and navigating to Producers' University, click on the event title and select 'Register.' After you register, you will be able to add the event to your calendar and access the webinar URL.
Monday, January 9, 2023
Retention Strategies - 2:00pm - 3:15pm, EST
OEP Training - 4:00pm - 5:15pm, EST
Tuesday, January 10, 2023
Retention Strategies - 9:00am - 10:15am, EST
OEP Training - 4:00pm - 5:15pm, EST
Wednesday, January 11, 2023
Retention Strategies - 9:00am - 10:15am, EST
OEP Training - 11:00am - 12:15pm, EST
Thursday, January 12, 2023
Retention Strategies - 11:00am - 12:15pm, EST
OEP Training - 2:00pm - 3:15pm, EST
Tuesday, January 17, 2023
Leveraging MA Supplemental Benefits - 9:00am - 10:15am, EST
DSNP Training - 4:00pm - 5:15pm, EST
Wednesday, January 18, 2023
DSNP Training - 9:00am - 10:15am, EST
Leveraging MA Supplemental Benefits - 11:00am - 12:15am, EST
Thursday, January 19, 2023
DSNP Training - 11:00am - 12:15pm, EST
Leveraging MA Supplemental Benefits - 2:00am - 3:15am, EST
Monday, January 23, 2023
DSNP Training - 2:00am - 3:15pm, EST
Leveraging MA Supplemental Benefits - 4:00pm - 5:15pm, EST
©2024 Precision Senior Marketing | 11940 Jollyville Rd #200 South, Austin TX 78759 | Phone: (800) 998-7715
*“Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSMBrokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.