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compliance

Do's and Don'ts of Medicare Compliance

February 3, 2025

Medicare agents must adhere to CMS regulations when marketing Advantage and prescription drug plans. This includes recording calls, using a specific disclaimer, and obtaining permission to contact. Staying compliant is crucial, as secret shoppers assess quality and compliance.

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business

How to Approach Selling Final Expense Insurance

January 28, 2025

People are interested in coverage that will support their families after they’re gone. Life insurance is a popular choice, and for good reason, as it supplements income in order to help maintain families’ lifestyles. But, what’s often overlooked and underutilized is final expense insurance, or expense coverage for funeral arrangements.

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