Welcome to the PIP Blog!
What Are Reasonable Sales Goals During AEP?
Set Realistic AEP Sales Goals as an Agent AEP can feel like a sprint and a marathon rolled into one, so it’s no surprise agents want to set solid benchmarks. But what are reasonable AEP sales goals? The answer isn’t one-size-fits-all. Whether you’re brand new or a...
How an FMO Can Help You Build a Strong Book of Business
How FMOs Help Agents Build a Book of Business If you’re an , you may be asking: How FMOs help agents succeed? The truth is simple: FMOs help agents by providing carrier access, training, marketing support, technology, compliance help, and mentorship. With the right...
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,...
Local Lead Generation Strategies for Colorado Licensed Agents
How to Generate Medicare Leads in Colorado If you're an insurance agent in Colorado looking for more Medicare leads, you’re not alone. Between CMS compliance rules, growing competition from national insurance companies, and a shifting insurance industry, standing out...
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...