Insights

By Federico Guardia Not every Medicare beneficiary enters the Annual Enrollment Period (AEP) with the same motivation. Some are evaluating coverage because their current plan changed, shrank its network, reduced benefits, or is leaving the market entirely. Others are exploring options they may not know they qualify for, including plans built specifically around their health …

By JoAnna Barker One of the biggest mistakes financial professionals make in both content creation and client interactions is trying to sound like the smartest person in the room. A financial professional who jumps straight into complex, multi-generational estate tax mitigation with a client that has no experience in advanced markets can easily lose the …

By Matthew Graham A Medicare Advantage enrollment conversation often starts with the topic of benefits. Questions about OTC allowances, transportation assistance, meal programs, dental coverage, and other supplemental offerings are common since beneficiaries see those benefits in advertisements, hear about them from friends, and encounter them throughout enrollment season. But healthcare decisions rarely stop at …

By William DeCourcy Organizations often want better data when what they need is better decisions. Turning information into action is where organizations can create real business value. Dashboards, reports, and performance metrics have become standard across many organizations, but information alone doesn’t drive lasting results. Progress comes from understanding what the data reveals, identifying the …

By Matthew Graham The latest Online Enrollment Center (OEC) data tells two stories at once, and licensed insurance agents who focus on only one may miss the larger opportunity. The first story is the rise in direct enrollment and what it means for the licensed insurance agent channel. That deserves attention. But the second story …

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