The Gold Standard

The Gold Standard

SMA is back again with more resources & news!

Welcome to the second edition of The Gold Standard! At SMA, we are excited to share the most recent news and resources that will help YOU be the best agent you can be! Here are a few of the topics we are covering this month:

Calendar view of key dates in March & April
Over half way through Open Enrollment Period
It’s tax season! Get your 1099s
Get the latest Carrier news & resources

You are the reason we want to provide helpful information, so if you have feedback and suggestions make sure to scroll to the last page and leave us a note!

Employee Spotlight

Glenn Anderson joined Senior Market Advisors in November of 2023, bringing with him more than a decade of experience in Medicare health insurance, and a deep understanding of compliance principles. Glenn works directly with insurance carriers and our agency partners reviewing audits, sales calls, and ensuring all our practices comply with the latest federal regulations.

 

In addition to his exciting work life, Glenn recently married his wife, Krista. They enjoy traveling in their free time, hanging out with his stepson, Jamal, and their dogs Bandit and Mojo.

Navigate the 2024 Partner Playbook through Humana’s interactive document. Also see Humana’s Med Supp Agent Field Guide!

Stay up to date on carrier news & resources!

Sign-in to your agent portals to dive into the resources each carrier offers. Can’t access the portals? Check-in with your Account Manager to start the contracting process!

Check out their Signature Guide that reviews the 3 ways you can obtain your client’s signature.

Stay up to date on carrier news & resources!

Sign-in to your agent portals to dive into the resources each carrier offers. Can’t access the portals? Check-in with your Account Manager to start the contracting process!

Navigate the 2024 Partner Playbook through Humana’s interactive document. Also see Humana’s Med Supp Agent Field Guide!

Check out their Signature Guide that reviews the 3 ways you can obtain your client’s signature.

Cigna is hosting 24 webinars this month!

Your members can utilize the Benefits Pro App for easy access to grocery and OTC benefits! Log into your portal to find the Benefits Pro App Guide!

SunFire offers agents enrollment, quoting, and retention tools in one software! The platform will ensure you choose a plan that is best aligned with the beneficiary’s medical & financial needs. Have more questions or want a live demo? Email wecare@seniormarketadvisors.com

This Month on Vault Talk!

 

Jeremy Tingler invited Charlie DeYoung from United
National Life (UNL) to unlock the vault with him. Click the
link below to learn how UNL is leading the market with their
Hospital Indemnity Plan and how to present this product to
consumers!

It’s Tax Season!

 

Start thinking about your taxes now! 1099s should have been received by now for anything over $600 (except corporations). Reference our guide to help you track down anything that is missing.

1099 GUIDE

Commissions by Carrier

 

View the cheat sheet below to see how and where you’ll receive commissions and OVR payments. If you have additional questions make sure to contact your Account Manager.

COMMISSIONS STATEMENT CHEAT SHEET

Bonus

 

Want to know what incentives you could be getting from your plans?

Login into your carrier portal to access the following bonuses!

Calendar view of key dates in March & April
Over half way through Open Enrollment Period
It’s tax season! Get your 1099s

 

Can’t access these portals? Call your Account Manager to learn more about getting contracted with these Carriers and cashing in on their incentives!

General Enrollment Period

 

GEP ends on March 31st! For individuals who missed their IEP and do not qualify for Part B Special Enrollment, make sure to take advantage of signing up for Medicare Part B now until March 31st.

AVOID LATE PENALTIES WITH THIS GUIDE FROM MEDICARE.GOV

Open Enrollment Period

For the do’s and don’ts of OEP discussions check the link below!

MEDICARE ADVANTAGE OEP MARKETING GUIDELINES