Medicare Agent IQ

AEP is just around there corner! In this episode, we discuss how agents can start preparing now by reviewing industry changes, planning for upcoming carrier updates, completing certifications early, and creating a...

Robert Davis from Physician's Mutual joins us to discuss the challenges facing today's Medicare Supplement market, why the cheapest plan isn't always the best choice, and how agents can help clients make smarter...

Join us for another episode with Alex Esparza as we break down real-world sales conversations, follow-up strategies, and appointment-setting techniques. Through live role plays, we explore how top agents build trust...

In this episode, special guest Alex Esparza shares his journey into the Medicare industry and what it took to go all in on building his business. We discuss mindset, follow-up strategies, overcoming fear, and the...

In Part 2 of our upline conversation, we break down what agents should actually look for when choosing an FMO. We discuss training, technology, compliance support, release policies, and why success in this industry...

In this episode, we break down what Medicare agents should look for when choosing an FMO or upline. We cover contracts, vesting, release policies, training, carrier access, and the red flags agents should watch out for...

What do you do when it’s not AEP or OEP? In this episode, we break down how to grow your Medicare business year-round. From turning 65 opportunities to special enrollment periods and referral strategies, we cover...

Production gets attention, but retention builds income. In this episode, we talk about why keeping your clients matters more than constantly chasing new ones. From follow-up strategies to simple ways to stay in touch...

Learn when clients should enroll in Medicare and how to avoid late enrollment penalties. In this episode, we cover key Medicare enrollment rules, including employer coverage, VA benefits, COBRA, and common mistakes...

After a year and a half, Medicare Agent IQ is back! In this episode, we talk about industry disruption, commission changes, and why there’s still huge opportunity for Medicare agents who stay consistent. We also break...

This week, we break down how to crush it during the Annual Enrollment Period. Get ready to dive into strategies like studying the market inside out, crafting a solid weekly game plan, and scheduling appointments...

In part four of our "What's The Move?" series, we delve into complex Medicare scenarios that agents frequently face. From handling clients whose doctors are dropping their current plans, to explaining the differences...

In this 4th part of our series, "What's The Move?", we tackle pressing questions from the Medicare world. This episode is packed with insights on navigating industry changes and how agents can prioritize client...

On this week's episode, we continue exploring real-world scenarios that Medicare agents may face in the field. Building on last week's discussion, we tackle more complex questions about enrollment and client situations...

In this episode of 'What's The Move?', your hosts dive into hypothetical scenarios that every Medicare agent might encounter. They discuss the complexities and ethical considerations of navigating Medicare enrollments...