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Featured Posts
Annuities 101 Part 2 Recap: Guaranteed Income and Tax-Smart Planning
During our first annuity session, we explored the differences between growth and income annuities and how these strategies can help agents address a variety of retirement-planning goals. We specifically emphasized...
Get Ready to Sell For AEP: Why Completing Carrier Certifications
As the Annual Enrollment Period (AEP) approaches on October 15, most successful agents would agree that preparation is the key to a smooth and productive selling season. One of the...
The GLP-1 Bridge Program: What Agents Should Know and How
As of July 1, eligible Medicare beneficiaries have a new way to access certain GLP-1 medications at reduced costs through the Medicare GLP-1 program. This temporary program was launched by...
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Understanding the 2027 ACA Proposed Rule: What it Means for
For agent use only. This information is subject to change. The Centers for Medicare & Medicaid Services (CMS) just released the HHS Notice of Benefit and Payment Parameters for the...
Heart Month: The Ideal Time for Cancer, Heart Attack &
February is American Heart Month, a time we're all encouraged to focus on heart health, prevention, and long-term wellness. For insurance agents, it's also a great time to revisit how...
Office Hours with Tidewater February Recap
For agent use only. This information is subject to change. "Trying to do this by yourself is going to be an impossibility. We need each other. We're all better together....
8 Questions Every Agent Should Be Asking and Why They
The most successful life and health insurance agents understand that their role goes beyond closing a sale. Insurance is about protection, trust, and advocacy. When agents lead conversations with thoughtful,...
7 Essential Tools Every Agent Needs to Compete – All
Today's insurance market is more competitive and more digital than ever before. Agents are expected to move faster, stay compliant, communicate clearly, and deliver a seamless experience to prospects and...
Office Hours with Ronnie James January Recap
For agent use only. This information is subject to change. "2026 is the year for agents to pivot, evolve, and position themselves as a full-service advisor who protects clients." Ronnie...
2026 Prep: Win Q1 with a Smarter Marketing Strategy
The start of a new year opens the door to fresh opportunities - but what you do in Q1 can shape your results for the rest of 2026. Now that...
Multi-Product Strategy: Becoming a One-Stop Shop Agent
Why a One-Shop Approach Matters Today's clients value simplicity. They want one trusted resource - someone who understands their full financial and healthcare picture, not just a single product or...
Grow Engagement on Social Media: For Medicare & Life Agents
Social media plays a vital role in helping businesses connect with clients and grow - and the insurance industry is no exception. For Medicare and life insurance agents, social media...
CMS Proposes Major Medicare Compliance Changes for 2027
For agent use only. This information is subject to change. The Centers for Medicare & Medicaid Services (CMS) has proposed a series of Medicare compliance changes, and they are among the...
OTC Benefits & Food Cards: What Every Agent Should Know
Your role isn't just to help clients choose the right Medicare Advantage plan - it's also about making sure members fully understand the extra benefits available to them. Two of...
Post-AEP Checklist: What Agents Should Do After Enrollment Ends
You did it: AEP is over - and we are proud of you! Another AEP has officially come to a close, and before anything else, the Tidewater team wants to...
