Compliance Guidelines & Resources

Give us a call at 888-622-9122 if you have any questions or would like to request a compliance review! We

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Mutual of Omaha Announces Medicare Advantage Plans for this AEP

We are excited to share that Mutual of Omaha — a major brand you know and trust — is announcing Medicare

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AHIP Certifications

AHIP's Plan Year 2024 MFWA Training is NOW OPENCost: $175Carrier Certification Dates and ResourcesAetna certifications are now open*AHIP Medicare training

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Medicare Special Enrollment Periods

Medicare Special Enrollment PeriodsNew Medicare Special Enrollment Periods have been announced in Georgia, New Jersey, New York, North Carolina, and

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How can I record calls in compliance with new CMS call recording requirements?

New CMS Call Recording Requirements: Your TMG team is here to helpCMS has new Medicare marketing rules and guidelines that

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Ronnie James Training event

Training Topics:Med SuppFinal ExpenseHospital IndemnityCancer PlansDentalMeeting Locations: Concord, NCJuly 26th9:00 a.m. - 12:30 p.m.Hilton Garden Inn Concord7831 Gateway Ln NWConcord,

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Union Security

Earn $100 per underwritten and $50 per non-underwritten Med Supp

Union Security latest agent incentives

Keep earning and helping more clients. Extended opportunities to earn unlimited incentives with Union Security. Qualify with just 3 issued

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8 Opportunities for Continued Growth after AEP

Now that AEP is over, many questions might be going through your head. What can we or should we be

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GTL's Advantage Plus Elite

GTL’s Advantage Plus Elite Plan is expanding!

We have some exciting from GTL to share with you.  Many of you have chosen to add them to your

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Countdown to AEP: Tips for a strong finish

It is the last week of AEP for 2022, so we wanted to reach out and talk to our agent

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Earn $200 per underwrittten e-app

CVS Health’s Supplemental Bonus Program

End the year on a high note The more you submit, the more you earn with the CVS Health Bonus

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Marketing and Content in the Medicare Industry

As agents, FMOs, and Carriers we need to be thoughtful as we prepare to market for the annual enrollment period.

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Guarantee Trust Life Hospital Indemnity Plan

Earn up to $60 per application

GTL latest bonus incentives

Earn more with GTL's 4th quarter bonus program For each Advantage Plus®, Advantage Plus® Elite, Indemnity Plus® Elite, Precision CareTM,

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Agent Testimonial

Tidewater Management Group goes above and beyond

"I highly recommend any agent or agency to contract under this marketing organization. Tidewater Management treats you as if you

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New Diabetes Rule in the Medicare Market

We know everyone's preparing for a busy selling season, but we wanted to talk to you about the new diabetes

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Compliant Marketing Do’s and Don’ts

Compliant Marketing It is important to take the necessary steps to ensure your content, customer information, and agency practices comply

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fast-appeal-banner

Medicare hospital discharge appeal: How do I file one?

Recently, I had a client's daughter that gave me a call and her father was in the hospital and about

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Veteran Benefits: Everything you need to know

As an Insurance Agent, I regularly get asked about veterans, veteran benefits and people who qualify for Tricare for Life

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Optima Medicare

Optima Health — How to do business

Optima Health offers comprehensive benefits, services, and new features help you live a healthy lifestyle, all backed by the support

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Social Media Compliance Best Practices

A lot of agents struggle with figuring out how to maneuver social media compliance, and what they should post on

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Referrals

Why referrals are important to Insurance Agents

Referrals are an important tool to use to expand your book of business. However, they stem from making a good

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Medicare Supplement Rate Increases

This is the season for Medicare Supplement rate increases. As many of you may have already experienced, Medicare supplement plans

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mutual-omaha-incentives

Mutual of Omaha latest agent incentives

Six-Month OpportunityYou will receive a cash bonus when you sell our Medicare supplement product in the following states from January

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Medicare Open Enrollment Period

Open Enrollment Period — Things to remember during OEP

What is the Medicare Open Enrollment Period?OEP stands for Open Enrollment Period and is when clients are allowed to make

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Life and Medicare Tips

Insurance Tips for your Medicare and Life Insurance Appointments

Are you using your resources properly? That's the question we want to address today. We want to ask you, as

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growlytics

Insurance Agent CRM’s on a budget

CRM stands for "Customer relationship management". This software is perfect for insurance companies or agents who want to simplify and

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Agent Checklist — Prepare for the New Year

Congratulations, you did it, we made it through another annual enrollment period, and we want to congratulate you on a

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Facebook

Insurance Agent Facebook Basics

In this Insurance Agent Facebook guide, you will learn the basics on how to post on Facebook. It can help

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partner with a fmo

FMOs — Why You Should Partner With One

What is an FMO? FMO stands for Field Marketing Organization. Insurance companies are the reason we have FMO's today. When

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How to shoot Insurance Agent videos on a budget

Insurance Agent videos don't need to be professionally created to be high quality. With the technology available today, you can

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Lead Concepts Acquisition and Digital Marketing

We are currently living in a time where Medicare leads are at a tremendous high. Every single day an average

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Lead Generation with TargetLeads

Target Your Prospects with TargetLeads TargetLeads provides targeted lists and direct mail lead generation for Medicare Supplement, long-term care, final

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TMG Fixed Cost Leads Program

TMG Fixed Cost Lead Program

Our TMG Fixed Cost Lead Program will provide you with some of the best Lead Options in the industry. From

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3 Ways to Generate FREE Leads

4 Ways to Generate Insurance Leads Everyday

Is it possible to generate insurance leads for yourself?Yes, it is. In this short how-to guide, we will cover 4

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Part B Rebate: How to Make the Most of it for your Clients

With many people now offering the Part B Rebate plans across the country, agents are asking what they should do

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The MedicareCENTER is Crucial For Easy Sales All Year

The MedicareCENTER is Crucial For Easy Sales All Year

Have you been looking for a way to make your work, and your life, easier? We have exactly what you've

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Mobile apps to help independent insurance agents

Powerful Mobile Apps for Insurance Agents

Are you taking full advantage of your phone? Did you know that there are plenty of powerful mobile apps for

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Agency Owner Testimonial | Tidewater is like family

Kevin Brown of Columbia, South Carolina is the agency owner of Wealth Alliance Group. Kevin expresses that he is proud to

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