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Agent Update Memo – September 2020

September 1st, 2020 by

Below you will find new trainings and information both from Senior Marketing Specialists and the industry as a whole.


The Most Recent Compliance MYTH

May 13th, 2020 by

“CMS is relaxing compliance guidelines.” THIS IS A MYTH.   During these times of many agents pivoting and helping their clients through different methods and technology, it is a good time to remind your agents about the strong need for doing so compliantly! Make sure you are training your agents on: Compliantly contacting prospects Application […]


Elite Cast: By Insurance Specialists, For Insurance Specialists

April 29th, 2020 by

The Elite Cast is a podcast created by insurance specialists for insurance specialists.   Listen as fellow leaders like yourself discuss the concerns and opportunities being presented in today’s senior market. Click below to catch up on past episodes and come back regularly to hear JoAnn and Dan’s topic of the week!   LISTEN TO ELITE CAST HERE


Understanding Medicare Advantage Employer Group Waivers

April 15th, 2020 by

Medicare Advantage employer group waiver plans (EGWPs) are customized Medicare Advantage plans developed exclusively for employer and union groups. They were created in the Medicare Modernization Act of 2003. In the group market an EGWP is commonly referred to as an “egg whip”. There are approximately 4.5 million Medicare beneficiaries in EGWPs.   Some employers/unions […]


Dan Mangus, Vice President of Sales, Featured by NAIFA

February 27th, 2020 by

The Role of Medicare in Comprehensive Planning  In a recent interview with NAIFA Limited & Extended Care Planning, Senior Marketing Specialists Vice President of Sales, Dan Mangus, discusses his recently published advisor guide as well as the opportunity that lies within the Medicare space for all advisors.   Click Here to watch the full interview […]


Delaware Life Insurance Company Put On Sanctions For Its MAPD and PDP

February 24th, 2020 by

Monitor CMS Sanctions and Other Enforcement Actions CMS has the authority to take enforcement or contract actions when CMS determines that a Medicare Plan Sponsor either: Substantially fails to comply with program and/or contract requirements, Is carrying out its contract with CMS in a manner that is inconsistent with the efficient and effective administration of […]


Merger and Acquisition Updates

February 3rd, 2020 by

Your guide to Wellcare, Aetna, and Silverscript Merger Information Updated 2/3/2019 With numerous moving parts and the expanding preparation agents are facing leading up to AEP, we wanted to make sure that the information regarding several carrier mergers and sales was clear and concise. Below you will find information regarding contracting and certification requirements to […]


FAQ’s: Trial Right Situations

January 15th, 2020 by

Our Accounts Team wants to be sure you are in the know. Here’s the first of a series of FAQ’s that Agents typically have as we get into Quarter 1!   If a client wishes to use their “Trial Right” with a Medicare Advantage plan, and seem dissatisfied within a year of enrolling in the […]


FAQ’s: Open Enrollment Period (OEP)

January 10th, 2020 by

Our Accounts Team wants to be sure you are in the know. Here’s the first of a series of FAQ’s that Agents typically have as we get into Quarter 1!   We’ve seen a lot of confusion regarding the OEP period from January 1st through March 31st. Refer to this OEP Quick Reference Chart below […]