Category: Sales Ideas

Need to Know – The LIS Program

Along with the launch of Medicare Part D in 2006 came a program for individuals whose income and resources were limited, providing assistance with the cost of their medications. This program is called Low Income Subsidy (LIS), or Extra Help, and covers 12.5 million individuals as of March, 2019. LIS individuals qualify to receive assistance […]

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LIAM Starts September 1st!

September 1st marked the beginning of Life Insurance Awareness Month, making it the perfect time to have conversations with your Medicare clients and prospects to see if they have adequate life insurance coverage, and to see if they have appropriately planned for their end-of-life needs. It is no false tagline, oftentimes a customer can secure […]

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Can Your (Future) Clients Find You Online?

The Baby Boomer Generation, those born between 1946 and 1964, represents the single largest group of individuals that will transition from the workforce to retirement, happening from 2011 to 2029. Doing the math, it works out to approximately 10,000 per day or, even more granular, one every 8 seconds. They control over 70% of disposable […]

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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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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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