28 de diciembre de 2023

As clients approach the age of 60, a pivotal transition period begins, marked by important decisions about insurance plans. Navigating this phase requires a thoughtful and informed approach from insurance professionals. In this comprehensive guide, we will explore strategies and considerations for assisting clients aged 60 to 65 in making sound choices regarding their insurance coverage.

Staying abreast of regulatory updates is crucial for agents and organizations. The Centers for Medicare & Medicaid Services (CMS) has recently implemented several changes aimed at ensuring ethical practices and protecting beneficiaries. In this comprehensive guide, we will delve into key regulations surrounding educational events, Business Reply Cards (BRCs), disclaimers, and more.