Meet the Trainer – John Thomas, Leadership Coach

April 2nd, 2019 by

Find out more about the trainers at the National Senior Sales Summit in an interview with Leadership Development Coach and Keynote Speaker John Thomas.   John Thomas has been addressing audiences in an inspiring and engaging manner for more than 25 years. John is an experienced leadership mentor with a […]

CVS, Aetna win final state approval for their merger, expect deal to close in the next few days

November 27th, 2018 by

Article from the CNBC site 11/29/2018. Read the original article here.    CVS, Aetna win final state approval for their merger, expect deal to close in the next few days   CVS Health and Aetna have received the final state approval they need to complete their roughly $69 billion merger. […]

The CMS Blackout Period – November 9-17, 2018

November 9th, 2018 by

The annual CMS “blackout period” will occur from November 9-17, 2018. During this period, CMS makes necessary updates to their systems and temporarily stops processing enrollments. This processing delay affects all carriers. Don’t worry though, agents are encouraged to continue to submit enrollments as normal. CMS will resume processing enrollments […]

AEP 365 – Quarter 4 Strategies

October 1st, 2018 by

Q4 October / November / December AEP IS STARTING!!! From October 1st through October 14th, you can set your appointments, contact clients, talk about next year’s benefits and AEP, but you cannot accept an application. Once October 15th arrives, you can take applications!   AEP Action Plan Mail out your […]

Which Word Best Describes the Focus of Your Calendar?

September 12th, 2018 by

A guest article by Jones Loflin, Keynote Speaker of the 2018 National Senior Sales Summit.   Open your calendar (app, outlook, or planner) and look at last week. As you reflect on the meetings, activities, and reminders from the past seven days, which would you say the focus of your […]