Welcome to the PIP Blog!
AEP Prep Guide: How to Plan Like a Pro
How to Prepare for AEP Like a Pro Meta Description: Get ready for AEP with these pro-level tips. Learn how to prepare for AEP and maximize your sales, leads, and compliance as a Licensed agent. If you're wondering how to prepare for AEP and avoid last-minute chaos,...
What Certifications Are Required to Sell Medicare During AEP?
Understanding Medicare Certification Requirements for AEP If you’re planning to sell Medicare plans during the Annual Enrollment Period (AEP), you need more than just good intentions, you need the right certifications. But with so many acronyms and deadlines floating...
Medicare Marketing AEP: Strategies to Hit Production Goals
Medicare Marketing AEP: Boost Your Production Goals This Enrollment Season AEP is go time for insurance agents—and the right plan can make or break your success. With the Medicare Annual Enrollment Period (AEP) running from October 15 to December 7, it’s critical to...
How to Hit Production Goals During AEP: Tips for Licensed Agents
How to Hit Your AEP Agent Goals This Year The Annual Enrollment Period (AEP) is the most important time of year for insurance agents certified to sell Medicare Advantage plans. It’s when your preparation, persistence, and strategy come together, and when your...
Breaking Down Medicare Supplement Plan Costs for Your Clients
Medicare Supplement Plan Costs: What Agents Need to Know When it comes to helping your clients make smart Medicare choices, few things are more important, or more confusing, than explaining Medicare Supplement plan costs. You’re not just selling a product; you’re...
Pre-AEP Cross-Selling Strategies for Agents
Every insurance agent knows that the Medicare Annual Enrollment Period (AEP) can feel like a sprint and a marathon rolled into one. But what if you could ease the chaos before it starts? At Premier Insurance Partners, we believe the smartest moves happen before the...
Helping Clients Avoid Tax Surprises with Annuity Rollovers
Annuity rollovers offer flexibility but can lead to tax problems if not managed properly. Whether it’s a 1035 exchange or a rollover from a retirement account, it’s important to understand how these transactions are taxed. Here’s how to help your clients avoid tax...
Explaining Tax-Deferred Annuity Options to Clients
When clients are looking for ways to grow their retirement savings without paying taxes right away, tax-deferred annuities can be a great option. As an agent, understanding the different types of tax-deferred annuities—and how they fit into various retirement...
Summer Final Expense Lead Strategies That Fit Seniors’ Lifestyles
Summer can be a challenging time to connect with senior clients. Between vacations, family time, and school breaks, your usual outreach might fall flat. If you're trying to generate final expense summer leads, you need to adjust your approach. At Premier Insurance...
How Independent Insurance Agents Are Shaping the Future of Insurance Support in Colorado
Colorado’s insurance landscape has evolved significantly. More people now seek personalized coverage to meet their unique insurance needs. In this environment, independent insurance agents play an essential role. They offer tailored solutions by working with a variety...