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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

 

Light up your sales-2

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!

View the requirements for complete program details.

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For agent use only. 

 

Tags: Medicare Supplement, mutual of omaha, Bonus Program

Guide to Scaling Your Medicare Business

Posted by www.psmbrokerage.com Admin on Wed, Apr 17, 2024 @ 10:13 AM

Scale your medicare business-2

This resource is packed with actionable insights and proven strategies, covering everything from Cash flow, Cost per acquisition (CPA), Lifetime value (LTV) and more.

With PSM Brokerage's expert advice and support, agents are well-equipped to take their operations to the next level.

Aimed at empowering agents to expand their reach and increase their impact in the competitive Medicare market, this guide is an essential tool for any agent looking to grow their business and maximize their success

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For agent/broker use only. 

 

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

1-Apr-01-2024-05-53-57-0861-PM

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.

2-Apr-01-2024-05-54-23-0374-PMWorking with PSM Brokerage (PSM) offers a unique opportunity for insurance agents focusing on the senior market.

As a reputable FMO, we provide:

  • Unparalleled access to a wide range of products, including Medicare Advantage, Medicare Supplements, and other senior-focused insurance plans from leading carriers.
  • A comprehensive support system, which includes personalized training and mentoring that empowers agents to excel and grow in their careers.
  • Direct commission payments from carriers, ensuring that agents are rewarded promptly for their hard work.
  • Ownership of your book of business, allowing for long-term client relationships and sustained growth.
  • Added perks such as exclusive access to cutting-edge quoting and enrollment tools, discounted leads, free marketing services, and website development.
  • Agency building support as well as succession planning ideas, and exit strategies.

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.

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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.

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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.

Contact us today to explore how we can work together to achieve your goals and make a meaningful impact. Reach out to become part of a team where success is shared, and every agent is valued.



 

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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   For Agent Use Only. Not for the general public.

 

Tags: Annuities, Medicare Advantage, Medicare Supplement, New Business Opportunities, Life Insurance

SunFire Medicare Supplement & DVH Launch Details

Posted by www.psmbrokerage.com Admin on Tue, Apr 09, 2024 @ 01:28 PM

Sunfire Updates-1

Medicare Supplement and Dental, Vision & Hearing (DVH) will be available starting April 10th.  

The new platform gives you more flexibility to offer additional benefits and improve efficiency. We’ve built a strong foundation with key features and will continue to add carrier integrations and other enhancements.

Medicare Supplement

54 Carriers will be available for Medicare Supplement Quoting, 5 Carriers will be available for full integrated enrollment.

Features include:

  • End-to-end enrollment integrations

Full enrollment form integration with Aetna, Cigna, Anthem, Fallon and IBX will be available to start, with MOO, Humana, and Aflac planned to release before AEP. Thirteen additional carrier enrollments are available via external links, with many more on the way!

  • Underwriting eligibility alerts

Get alerts when an applicant is unlikely to pass underwriting using our Medicare Supplement needs assessment which captures drug and medical condition data.

  • Easy transition to MA/MAPD

Quickly move from Medicare Supplement to MA/MAPD quoting and enrollment if underwriting logic suggests that Medicare Supplement may not be the best path. All client data is preserved between products.

  • Post-enrollment bundling

Post-enrollment bundling experience creates significant efficiencies by passing captured drug and demographic data into DVH and PDP applications (displayed post sale).

 


Don't have a SunFire account? Learn more and request details here.

Downloads

      

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For agent/broker use only. 

 

Tags: dental hearing and vision insurance, Medicare Advantage, Medicare Supplement, SunFireMatrix

LifeShield agents! $100 per approved and issued Med Supp App

Posted by www.psmbrokerage.com Admin on Mon, Apr 01, 2024 @ 09:18 AM

lifeshield logo

Lifeshield

At LifeShield, they are constantly striving to empower agents to reach new heights of success. They understand the value you bring to their organization, and they are dedicated to providing you with the tools and support you need to thrive.

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.

Become a LifeShield agent today and start providing your clients with unbeatable coverage at an affordable price.

About LifeShield

LifeShield National Insurance Company was founded in 1982. It has been operating in the insurance industry for several decades, providing coverage to individuals and families.The company is headquartered in Baton Rouge, Louisiana, USA. Its central location allows it to serve customers across the United States.

LifeShield emphasizes a customer-centric approach, aiming to provide policyholders with reliable coverage and personalized service. The company's goal is to meet the unique healthcare needs of its customers and offer peace of mind regarding healthcare expenses.

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For Agent Use Only. Not for the general public. Products are not available in all states.

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. 

 

Tags: Medicare Supplement, dental plans, LifeShield

Unlock Your Potential with LifeShield

Posted by www.psmbrokerage.com Admin on Fri, Mar 08, 2024 @ 03:32 PM

The LifeShield success story

At LifeShield, they are constantly striving to empower agents to reach new heights of success. They understand the value you bring to their organization, and they are dedicated to providing you with the tools and support you need to thrive.

The LifeShield success story

Over the past months, we've witnessed remarkable stories of agents who have unlocked their full potential with LifeShield. From streamlining their workflows to enhancing customer interactions, the impact of LifeShield on our agents has been truly inspiring.

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.

Become a LifeShield agent today and start providing your clients with unbeatable coverage at an affordable price.

About LifeShield

LifeShield National Insurance Company was founded in 1982. It has been operating in the insurance industry for several decades, providing coverage to individuals and families.The company is headquartered in Baton Rouge, Louisiana, USA. Its central location allows it to serve customers across the United States.

LifeShield emphasizes a customer-centric approach, aiming to provide policyholders with reliable coverage and personalized service. The company's goal is to meet the unique healthcare needs of its customers and offer peace of mind regarding healthcare expenses.

Newest Blog Posts  |  All Blog Posts

For Agent Use Only. Not for the general public. Products are not available in all states.

 

Tags: Medicare Supplement, dental plans, LifeShield

2024: Unprecedented Opportunity in Insurance as Record Boomers Hit Retirement

Posted by www.psmbrokerage.com Admin on Wed, Jan 24, 2024 @ 11:05 AM

boomers-1

In 2024, the insurance industry is poised to experience a significant surge in demand, thanks to a record number of Baby Boomers reaching retirement age. This demographic milestone opens up a vast opportunity for insurance sales, particularly in areas directly relevant to retirees. Products like Medicare Advantage, Medicare supplements, long-term care insurance, and life insurance policies that offer financial security and peace of mind to seniors are likely to see increased interest.

As this age group transitions into retirement, their focus shifts towards managing health expenses, securing lifelong income, and ensuring a legacy for their loved ones, making them ideal candidates for these types of insurance products.

Moreover, this shift isn't just about numbers; it's about changing needs and priorities. Financial planning services, annuities, and final expense insurance are also areas ripe for growth, as more Boomers seek to safeguard their retirement savings and plan for the future. Insurance agents and companies who can effectively communicate the value and relevance of their products to this demographic stand to benefit significantly.

The opportunity is here!

The role of an independent insurance agent catering to the senior demographic offers more than just a career; it presents a pathway to a fulfilling, flexible, and financially rewarding profession. In the face of the growing senior market, the ability to generate residual income, and the autonomy of being your own boss, this career path stands out as an excellent choice for those looking to make a positive impact while building a sustainable business. As the population ages, the need for knowledgeable, compassionate, and dedicated Medicare plan agents will only grow, making now an ideal time to step into this rewarding field.

Work with a trusted partner

We take pride in providing our agents with high quality senior insurance products that bring a sense of security and peace of mind to the nation's exploding senior population. Our experienced insurance marketing team provides our agents with a robust product portfolio, game-changing technology and unrivaled support. We look forward to showing you how we can personalize our services to help grow your business.



Related Article:

https://www.cbsnews.com/news/retirement-medicare-401k-what-to-know-peak-65/ 

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For Agent Use Only. Not for the general public.

 

Tags: Final Expense, Annuities, Hospital Indemnity, Medicare Advantage, Medicare Supplement

URGENT: Take Action to Prevent a CMS Rule Change

Posted by www.psmbrokerage.com Admin on Tue, Jan 02, 2024 @ 02:05 PM

important request-1CMS has proposed new regulations that will impact agent and broker compensation – as well as potentially disrupt the FMO support model. Time is running out for your voice to be heard and influence the final rule!

Precision Senior Marketing is actively engaging with CMS, and subsequently lawmakers in DC, to influence the final language of the proposed rule. The first and primary method to influence the final rule is through the comment letter process. Comment letters on this proposed rule are due to CMS no later than January 5th at 5PM ET.

As a critical stakeholder, we encourage you to write your own letter to CMS explaining the significant value that Agents and FMOs provide to American seniors in MA distribution and post-enrollment support. Your efforts here can play a vital role in shaping the final rule that CMS will enact. To help you draft an effective 1-page comment letter, we have provided detailed guidance on yourFMO.com.

GUIDANCE ON HOW TO DRAFT YOUR LETTER – CLICK HERE
(Note: See the FAQ ”I’m an agent – how can I get involved”.)

NOTE: CMS discounts form / templatized letters – so to ensure the greatest impact of your submission, we have provided bullets for you to consider to include or summarize, in your words, for your own unique letter. This should allow you to craft an impactful letter in as little as 10 minutes.

CREATE AND SUBMIT YOUR LETTER TO CMS – CLICK HERE

Will you join us in the effort to protect agents, brokers, and FMOs – and educate Washington on the vital role we play in ensuring consumers are placed in the right plan for their healthcare needs?

thank you-2For Agent Use Only. Not for the general public.

 

Tags: Medicare Advantage, Medicare Supplement, CMS

Understanding the Proposed CMS Rules

Posted by www.psmbrokerage.com Admin on Wed, Dec 27, 2023 @ 11:59 AM

Understanding the Proposed CMS Rules

As you’re aware, CMS recently issued proposed amendments to its regulations governing the 2025 Medicare Advantage Program (MA) and Medicare Prescription Drug Benefit Program (PDP). Click here to read the proposed rules.

As conversations about these proposed rules have continued with our partners and throughout our industry, there remains much confusion surrounding the impact these proposed rules may have on our industry. As such, we’ve prepared a FAQ page designed to clarify our interpretation of the rules and how you should view them.

This matter impacts everyone. In collaboration with our partners at Amerilife and our Carrier Partners, we are actively engaged in discussions with CMS to convey our concerns about the proposed rule and its negative implications for Medicare.

The deadline for submitting comments on the proposed rule to CMS is approaching quickly. We encourage you to take the opportunity to write and send your own letters to CMS and your elected officials to make your voice heard.

    DEADLINE TO COMMENT IS JANUARY 5, 2024    

thnak you for your support

SUBMIT COMMENTS TO CMS

We appreciate your dedication to serving your clients, and in turn, we are devoted to supporting you. United, we can strive to prevent CMS from implementing this proposed policy. Thanks for your assistance.

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   For Agent Use Only. Not for the general public.

 

Tags: Medicare Advantage, Medicare Supplement

The Rewarding Path of Selling Medicare Plans as an Independent Insurance Agent

Posted by www.psmbrokerage.com Admin on Thu, Dec 21, 2023 @ 02:48 PM

The insurance industry, especially in the realm of Medicare plans, presents a landscape brimming with opportunities for those seeking a blend of autonomy, financial stability, and the satisfaction of providing a valuable service. As an independent insurance agent specializing in Medicare plans, you stand at the forefront of a rapidly growing market, offering vital services to a demographic that is expanding each year: seniors.

The Expanding Senior Market

The demographic landscape of the United States is undergoing a significant shift. With the Baby Boomer generation reaching retirement age, there is an unprecedented increase in the population of seniors. Statistics indicate that by 2030, all Baby Boomers will be over the age of 65, thereby expanding the senior market substantially. This growth translates into a growing need for Medicare plans, tailored to meet the diverse health care needs of the aging population.

Unlike many other professions, where income is directly tied to the hours worked, Medicare plans offer the potential for earning a recurring income on policies sold. This means that each policy sold can continue to provide income for years, compounding over time as you build your client base. This structure offers not only a steady income stream but also the peace of mind that comes with financial stability.

Autonomy and Flexibility

Being an independent agent means being your own boss. This autonomy allows you to set your own schedule, choose your clients, and create a work-life balance that suits your lifestyle. Whether you prefer to work from home, set up an office, or be on the move, the flexibility inherent in this career path supports a variety of working styles and preferences. This level of independence is particularly appealing to those who thrive in an environment where they can take charge of their business growth and direction.

The satisfaction of providing a service that helps people understand and access the healthcare they need cannot be overstated. It’s a role that not only benefits your clients but also brings a deep sense of personal fulfillment.

The opportunity is here!

The role of an independent insurance agent selling Medicare plans offers more than just a career; it presents a pathway to a fulfilling, flexible, and financially rewarding profession. In the face of the growing senior market, the ability to generate residual income, and the autonomy of being your own boss, this career path stands out as an excellent choice for those looking to make a positive impact while building a sustainable business. As the population ages, the need for knowledgeable, compassionate, and dedicated Medicare plan agents will only grow, making now an ideal time to step into this rewarding field.

PATHWAY

With approximately 10,000 individuals in the United States becoming eligible for Medicare each day, finding the right Field Marketing Organization (FMO) to partner with is crucial for achieving success. PSM goes above and beyond to empower independent agents, agencies, and brokers by offering unparalleled insurance products, exceptional back-office support, and a wealth of valuable tools and resources.

We take pride in providing our agents with high quality senior insurance products that bring a sense of security and peace of mind to the nation's exploding senior population. Our experienced insurance marketing team provides our agents with a robust product portfolio, game-changing technology and unrivaled support. We look forward to showing you how we can personalize our services to help grow your business.

Precision Senior Marketing 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.

image-png-Dec-27-2023-03-34-36-8000-PM

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   For Agent Use Only. Not for the general public.

 

Tags: Medicare Advantage, Medicare Supplement, New Business Opportunities

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