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2023 Annuity Tax Guide
Get Access To The 2023 Tax Guide At-A-Glance. Updates include: Tax Brackets Deductions Social Security Taxation Gift Tax Exclusions Download the 2023 Tax and Required Minimum Distribution Guide Interested in learning more about the Annuity Tax Guide? Fill out the...
2023 End of AEP Submission Guidelines
2023 End of AEP Submission Guidelines December 7th is the last day of AEP! As you are aware, per CMS, there are several rules regarding last minute applications. Check out the list of different carrier guidelines below. Sales Processing Peoples Health We need to...
MedicareCENTER – Custom & SEP Tags
Custom and auto-assigned CRM Tags can help you be more efficient! MedicareCENTER’s data-driven insights can help you prioritize calls and be more efficient with your time! Auto-assigned CRM Tags, including Special Enrollment Period (SEP), Switcher and Cross-Sell Tags,...
Get To Know The Allstate’s Exclusive MedSupp Product
Allstate has the MedSupp product you’ve been waiting for. Allstate Health Solutions is not the only carrier to offer MedSupp insurance, but you can’t miss our exclusive savings package, MultiDiscount. Give your customers the kind of plans they can rely on for...
Event Compliance
Do you plan to host a Sales or Educational Event this AEP? Do you know all the rules associated with Events? If not, you could be setting yourself up for a CMS violation. Hosting Sales/Marketing events can be a good way to attract new clients and educate them on...