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Featured Posts
Office Hours with Ronnie James November Recap
For agent use only. This information is subject to change. "There are going to be some things that are going to be changing in our industry, but we want to...
Navigating IRA Changes: This Year and Beyond
AEP brings new opportunities and new challenges to the Medicare landscape. As always, we’re here to help you adapt with confidence, minimize client concerns, and stay ahead of the curve....
5 Reasons Why Clients Switch Medicare Plans and How to
October 15th marked the start of Medicare’s Annual Enrollment Period (AEP) - a seven-week window when Medicare beneficiaries can enroll in or switch plans for the 2026 coverage year. AEP is...
All Posts
Avoiding CTMs: How to Stay Compliant This AEP
AEP is fast-paced, but that doesn't mean you can cut corners. It's essential to stay on top of compliance to build long-term trust with clients and protect yourself and your...
Government Shutdown Explained: Top FAQs Answered
As of October 1st, the United States Government has shut down because Congress could not pass necessary funding bills to keep federal agencies running. Government shut downs have unfortunately occurred...
Office Hours with Ronnie James October Recap
For agent use only. "It's going to be important to hit the ground running this year and separate yourself from your competition - and the best way to do that...
Office Hours with Ronnie James September Recap
For agent use only. "We're headed for some turbulent waters during this annual enrollment period, but my confidence is still strong in this industry. I believe the market is still...
The Benefits of Attending a TMG AEP Roadshow
You - the insurance agent are an essential part of the insurance industry. You play the critical role in helping clients find the best coverage and protections. Attending insurance conferences,...
Office Hours with Ronnie James August Recap
Our August Office Hours call was packed with insightful information. Ronnie's main focus was the Big Beautiful Bill - legislation significantly impacting your clients on ACA and Medicare plans, but...
Navigating the Medicare Birthday Rule: What Every Agent Should Know
Navigating the in's and out's of Medicare can be difficult, especially when you consider the rules and regulations surrounding it. Although a fairly new term, and one that isn't frequently...
Office Hours with Ronnie James July Recap
"We're going to be going over a lot of things, because there is a lot going on in the industry right now." - Ronnie James, July 2nd Office Hours Ronnie...
The Ultimate Pre-AEP Checklist
If you're ready to jumpstart your journey towards AEP you've come to the right place! Below, we've outlined a detailed checklist to ensure your prepared and ready to achieve great...
Master Annuities: Find Opportunities and Manage Customer Expectations
Mastering annuities starts with asking the right questions. Follow along as we recap training videos ten and eleven from our Life and Annuity Resource (LARC) series, where we'll explore the...
The Insurance Agent’s Guide to Branding
If you want to grow your business and become a "go-to" agent, you need to learn how to communicate your brand. But should your brand be all about you personally,...
Office Hours with Ronnie James June Recap
"This is big news, and this is going to be a shake-up for a lot of consumers and maybe for agents" - Ronnie James, June 5th Office Hours Ronnie shared...
