Year: 2016

Cross-selling to Your Medicare Clients Made Easy!

Now that the Annual Enrollment Period has come to an end, it’s a great time to review your clients’ coverage and make sure their needs are met. Medicare Advantage Plans, Medicare Supplement Insurance, and Prescription Drugs Plans do not fully cover all of the risks in your clients’ lives. This is your chance to do […]

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Is Medicare Supplement Plan F Really Going Away?

In short, the answer is “no”, but it’s important to know why this topic keeps popping up.

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Long Term Care Funding Options

Jack Schroeder and Associates JSA is a nationally recognized leader in the wholesale distribution of Medicare plans, however our roots run deep with long term care insurance. Beginning with leadership in our home state of WI and the release of CNA’s Convalescent Care plan in 1984. JSA embraced the important market changes in the late […]

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Pre-Warming Activities

With the Annual Enrollment Period (AEP) right around the corner, it’s a good time for a review of the CMS rules regarding the marketing of the upcoming year’s plans. CMS does not allow the marketing of 2018 products prior to October 1st, when AEP marketing officially begins. Even with those restrictions, there are things you […]

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Hospital Indemnity and Critical Illness Plans at Risk

Federal regulators recently announced they are considering a ban on the sale of Hospital Indemnity and Critical Illness policies. The “Tri-Agency” Team – the Internal Revenue Service, the Employee Benefits Security Administration and the U.S. Department of Health and Human Services – has included this proposal in a new batch of draft regulations that also […]

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Why A Brand?

“I’m a small business, so why do I need a brand?” Business and marketing experts urge small business owners to “brand” their businesses with a logo and a set of consistent marketing materials. You may not be convinced that you need a brand as an independent insurance agent, but let’s look at branding in a […]

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