Shows
Medicare Agent IQGo All In This AEPThis week, we break down how to crush it during the Annual Enrollment Period. Get ready to dive into strategies like studying the market inside out, crafting a solid weekly game plan, and scheduling appointments strategically to avoid unnecessary travel. We'll talk about why quick responses to calls, keeping an up-to-date to-do list, and following up can make or break your AEP success. Plus, learn why strong relationships and a tidy CRM are your best friends. Tune in and make sure you're ready to crush this AEP!2024-10-0230 minMedicare Agent IQWhat's The Move? Part 4In part four of our "What's The Move?" series, we delve into complex Medicare scenarios that agents frequently face. From handling clients whose doctors are dropping their current plans, to explaining the differences between Medicare Advantage, supplements, and Original Medicare in simple terms—this episode covers it all. We also discuss how to ethically manage situations where clients are drawn to plans you don’t usually recommend or even represent. Tune in for practical strategies and insights that will empower you to make informed decisions and maintain strong client relationships.2024-09-1829 minMedicare Agent IQWhat's The Move? Part 3In this 4th part of our series, "What's The Move?", we tackle pressing questions from the Medicare world. This episode is packed with insights on navigating industry changes and how agents can prioritize client interests over personal gains, even amid fluctuating carrier policies. We discuss the implications of company boycotts, interstate plan transitions, and the intricacies of choosing between Medicare Advantage and Supplement plans. Whether it’s understanding the tactical moves carriers make or advising clients moving across states, this episode is a must-listen for agents committed to client-centered service.2024-09-1128 minMedicare Agent IQWhat's The Move? Part 2On this week's episode, we continue exploring real-world scenarios that Medicare agents may face in the field. Building on last week's discussion, we tackle more complex questions about enrollment and client situations, providing clear, actionable advice. Whether you're new to the field or a seasoned agent, this episode is filled with practical insights that will help you navigate the challenges of Medicare more effectively.2024-09-0428 minMedicare Agent IQWhat's The Move?In this episode of 'What's The Move?', your hosts dive into hypothetical scenarios that every Medicare agent might encounter. They discuss the complexities and ethical considerations of navigating Medicare enrollments, timing transitions between plans, and assisting financially challenged clients. Join us for a session filled with crucial insights and guidance designed to refine your approach and enhance your problem-solving skills in the field!2024-08-2831 minMedicare Agent IQNavigating Medicare: Answering Agent FAQs 2024 Part 2Join us for another insightful Q&A episode, as we dive deeper into the complex situations Medicare agents often encounter. From managing changes in provider networks to strategizing for the Annual Enrollment Period, this episode provides invaluable insights for new and experienced agents alike. We also discuss strategies to handle transitions between plan types effectively, ensuring clients receive the best possible advice. Join us for an episode packed with practical tips to enhance your skills and confidence in the Medicare market.Check out our AEP Prep episode!Have Your Best AEP Yet: Early Prep For...2024-08-2132 minMedicare Agent IQNavigating Medicare: Answering Agent FAQs 2024We're back answering your questions! Join Run as we tackle various listener questions, offering insights and practical advice to help you navigate the complexities of Medicare. From handling special enrollment periods to discussing ACA's impact on Medicare, we cover a wide range of topics to enhance your understanding and effectiveness as an agent. Whether you're new to the field or looking to refine your strategies, this episode is packed with valuable information to boost your Medicare expertise.2024-08-1430 minMedicare Agent IQFinding Your Why: Motivating Yourself for AEP SuccessIn this week’s episode, we dive deep into the essence of inspiration and how it fuels our professional drive. Starting with personal stories that illustrate the profound impact of true inspiration, we explore what it means to find and define your 'why.' As the conversation unfolds, we delve into practical strategies for maintaining motivation and adjusting your goals as circumstances change. Lastly, we provide actionable tips for gearing up for AEP, from setting specific objectives to finding daily sources of inspiration. Tune in to transform your approach to motivation and uncover the powerful 'why' that propels your su...2024-08-0722 minMedicare Agent IQGetting Started in Medicare: A Step by Step Guide for New AgentsLaunching your career in Medicare can be daunting, but we're here to simplify it for you. In this insightful episode, we outline the foundational steps every new agent needs to take, from securing the right licenses to choosing your Field Market Organization (FMO). We'll walk you through the must-haves like E&O insurance, AHIP certification, and how to effectively get contracted with carriers. Beyond the basics, we explore essential training to enhance your understanding of Medicare products and practical advice for ramping up your business through strategic marketing, continuous learning, and effective networking. Whether you're just starting out or...2024-07-3132 minMedicare Agent IQReal Stories, Real Advice: Lessons from the Field Part 2Dive into this insightful discussion on why staying connected beyond standard hours can dramatically boost your business in Medicare sales. Discover how top agents leverage their availability to capture more leads and secure more deals. The episode emphasizes the critical importance of always being ready to engage with clients, even on weekends or after hours, ensuring that no opportunity slips through the cracks. By sharing real-life examples, the hosts illustrate the significant benefits of responding promptly and the potential losses when you don't. Tune in to refine your approach and keep your business thriving year-round.2024-07-2420 minMedicare Agent IQReal Stories, Real Advice: Lessons from the FieldDive into this week’s episode where Raul and Oscar share eye-opening anecdotes from their time in the field. From accidentally entering the wrong home to the crucial importance of answering calls even after hours, each story packs a powerful lesson about being meticulous, responsive, and informed. Learn why knowing your market and being available can make or break client relationships and sales opportunities. These stories aren't just entertaining—they're essential lessons that underline the dos and don’ts every Medicare agent should know to avoid pitfalls and capitalize on every chance to excel.2024-07-1735 minMedicare Agent IQNetworking Strategies for Medicare AgentsStep up your networking game with this essential episode for Medicare agents, ‘Networking Strategies for Medicare Agents’ We cover four crucial areas to help you build a robust professional network. First, learn how to engage effectively with insurance carrier representatives who are pivotal in staying updated and supported. Then, delve into the world of peer networking, where connecting with other Medicare agents can lead to valuable mentorship and shared growth. We also highlight strategies for collaborating with healthcare providers to enhance your referral base and service offerings. Finally, discover how involvement with senior centers and community organizations can not only...2024-07-1029 minMedicare Agent IQThree MORE Ways to Make People Like You (Part 2)This week, we explore additional timeless principles from Dale Carnegie's influential book "How To Win Friends and Influence People". In this episode, we focus on enhancing interpersonal connections through effective communication strategies: First, we emphasize the importance of being a good listener, a skill that invites others to share more about themselves. Next, we discuss how to align conversations with others' interests, creating more engaging and relevant interactions. Lastly, we delve into ways to make others feel genuinely valued and important. These methods aren't just polite gestures; they're powerful tools for building meaningful relationships in both personal and professional...2024-07-0324 minMedicare Agent IQMastering Client Retention: Strategies for Medicare Success in 2025Discover essential strategies to keep your Medicare Advantage clients engaged and satisfied well into 2025. In this episode, we delve into effective communication techniques including texting, calling, and mailing that ensure your clients feel constantly supported. Learn how hosting events, sending out newsletters, and leveraging social media can significantly enhance retention rates. We also explore ways to deepen client relationships through creating feedback loops and offering informative webinars. Tune in to equip yourself with the tools necessary for long-term success and client loyalty in the competitive Medicare Advantage market.2024-06-2628 minMedicare Agent IQThree Ways To Make People Like You (Part 1)Join us today as we talk about three ways to make people like you. 2024-06-1926 minMedicare Agent IQHidden Insights on Medicare Supplements Every Agent Should KnowDive into the critical aspects of Medicare Supplements that every agent needs to master. This episode unpacks the complexities introduced by the MACRA 2020 rules, explores the nuances of pre-existing conditions, guaranteed issue rights, and the implications of high-deductible Plan G. We also discuss the essentials of foreign travel emergency and excess charge coverage, along with strategies for managing annual rate increases and switching policies. Additionally, understanding the financial stability of carriers is crucial for advising clients effectively. Join us as we provide a comprehensive guide to navigating these key areas, ensuring you're well-equipped to offer informed advice and make...2024-06-1229 minMedicare Agent IQUnlocking The Secrets to Better Relationships.In this episode, delve into the essential role of emotional intelligence (EQ) in shaping robust personal and professional bonds. Raul and Oscar discuss how developing a high EQ can lead to more meaningful interactions and a healthier work culture. Learn about practical ways to apply the enduring wisdom of 'How to Win Friends and Influence People' in today’s fast-paced world, and discover strategies for effective communication, appreciation, and feedback that foster positivity and connection. Whether in the office or in daily life, enhancing your emotional intelligence can dramatically improve your relationships and create a supportive environment. Join us to...2024-06-0531 minMedicare Agent IQHosting Hit Medicare Seminars: Engage, Educate, & ExcelDive into the essentials of hosting impactful Medicare seminars in this week’s episode. We cover everything from mastering public speaking to selecting the perfect venue. Learn how to transform your presentations from standard deliveries to dynamic, engaging sessions that captivate your senior audience. We'll discuss important guidelines and regulations to keep your seminars compliant and effective. Additionally, discover practical tips on marketing your events through grassroots efforts and social media to maximize attendance. This episode provides you with the tools and knowledge needed to educate and connect with your audience successfully. Tune in to be...2024-05-2930 minMedicare Agent IQHave Your Best AEP Yet: Early Prep For a Successful SeasonThis week is all about gearing up for this year's Annual Enrollment Period (AEP). Join our hosts Raul and Oscar as they walk you through the essential steps to ensure you're fully prepared. From completing certifications and AHIP training early in the summer to understanding the implications of a projected 50% market disruption, this episode covers it all. Plus, we discuss the importance of attending carriers' first looks to stay ahead of the game. Whether you're a seasoned agent or new to the field, this episode is packed with actionable tips to help you navigate AEP with confidence...2024-05-2229 minMedicare Agent IQNavigating Medicare: Answering Agent FAQs Part 2In this follow-up episode, we continue with a fresh set of agent FAQs.
Explore how COBRA interacts with Medicare, including its role as creditable coverage and the impact on Special Enrollment Periods. We also address the delayed Part B enrollment process, debunk myths about keeping marketplace plans at age 65, and clarify who is eligible for Plan F.
This episode provides essential guidance to help agents navigate these nuanced situations, ensuring they are well-prepared to advise clients accurately and effectively.2024-05-1527 minMedicare Agent IQNavigating Medicare: Answering Agent FAQsThis week, we tackle a series of questions that every Medicare agent encounters. From understanding changes in coverage specifics, such as out-of-pocket limits and the implications of plan switches, to personal career moves like licensing in different states, this episode offers a deep dive into the essentials. We also discuss critical timings for enrollment and how employment changes affect your Medicare options. Whether you're new to the field or a seasoned professional, this episode is packed with valuable insights to help you navigate the complexities of Medicare more effectively and provide top-notch advice to your...2024-05-0824 minMedicare Agent IQThe Right Response: Mastering Customer ComplaintsThis week we delve into the art of effectively handling customer grievances.
This episode challenges the age-old philosophy of 'the customer is always right' by emphasizing the importance of truly listening and understanding the underlying issues behind complaints. We explore strategies for resolving conflicts, mitigating future grievances, and the crucial steps to take in preventing similar issues from recurring. Moreover, we discuss how going above and beyond in following up with clients after a complaint can not only resolve tensions but also strengthen the relationship.
Join us as we uncover the best practices for turning potentially negative experiences into oppo...2024-05-0125 minMedicare Agent IQEthical Selling: Navigating Medicare Sales with IntegrityEthical selling: A cornerstone for lasting success in any sales profession. In this week's episode, we discuss the critical importance of conducting a thorough needs analysis to truly understand and meet your clients' needs. We highlight how ethical practices not only build trust but also enhance client retention, significantly reducing the rate of short-term disenrollments. We also explore the risks associated with unethical behavior, including the potential for termination and the devastating impact on your business. Join us as we unpack the long-term benefits of maintaining integrity in your sales approach, ensuring that your professional...2024-04-2427 minMedicare Agent IQAllies in the Field: Redefine Competitor Relationships in Medicare SalesIn this week’s episode, we explore the role of competition in professional growth and industry dynamics. We discuss the positive aspects of competing, emphasizing that the most impactful competition is often against one’s own previous achievements rather than solely against others. We also cover effective strategies for maintaining constructive relationships with competitors, transforming potential rivalry into beneficial partnerships. Learn how to approach competition in a way that promotes continuous improvement and fosters a collaborative atmosphere within the industry. Tune in to discover how to leverage healthy competitive practices to enhance your professional journey and...2024-04-1725 minMedicare Agent IQThe Medicare Divide: Understanding Advantage and Supplement PlansIn this week's episode, Raul and Oscar guide agents through the medicare divide. They will help agents have a better understanding of Advantage and supplement plans. Join us on this journey to master your understanding of the Medicare divide with confidence, enabling you to better assist and guide your clients.2024-04-1031 minMedicare Agent IQRetain & ThriveWelcome back to another insightful episode of Medicare Agent IQ, where we delve into the art of client retention in the Medicare industry. In this episode, we explore why retaining your Medicare clients isn't just beneficial; it's essential for building a sustainable and thriving business. Five years down the line, agents who prioritize retention will stand out with a significantly larger book of business compared to those who don't. Join us as we share expert tips and tricks on how to keep your clients satisfied, engaged, and loyal. From personalized follow-ups to understanding and addressing their evolving needs, we...2024-04-0230 minMedicare Agent IQReal Life Scenarios: Mastering Medicare Conversations Part 2Continuing our "Real Life Scenarios" series, Raul and Oscar bring to life two new situations in this episode. First, they role-play a conversation with a client worried about the cost of their medication, providing insights on how to tackle this common issue. Then, they step into a scenario where an agent meets a prospect referred by a doctor's office, highlighting the best practices for making a great first impression and establishing trust. These scenarios are crafted to prepare you for similar discussions with your clients, ensuring you're equipped with the knowledge and skills to handle...2024-03-2735 minMedicare Agent IQReal Life Scenarios: Mastering Medicare ConversationsJoin Raul and Oscar as they dive into the world of Medicare through engaging role-play scenarios in this episode. They tackle two common yet complex situations: Advising a federal employee on the choice between FEHB and Medicare Advantage plans, and guiding a veteran accustomed to VA benefits through Medicare enrollment These realistic simulations are designed to arm you with the knowledge and confidence needed for similar discussions in the field. By listening to these scenarios, you'll gain insights into approaching sensitive topics and crafting successful outcomes with your clients. Whether you're a seasoned agent or new to...2024-03-2031 minMedicare Agent IQMedicare Telesales: A Chat with Victoria CabreraJoin us as we dive into the world of Medicare Telesales with expert Victoria Cabrera. She breaks down what's on the horizon with the upcoming FCC regulations, how telesales stands out from in-person sales, and why it's crucial to create your own lead pipeline. Victoria shares practical advice and insights that anyone in telesales will find valuable, whether you're just starting out or looking to sharpen your skills. So, grab a coffee, tune in, and get ready to up your telesales game with tips from one of the best in the business.We want to...2024-03-1341 minMedicare Agent IQOwn Your Area: Agent's Guide to Local DominanceIn this week's episode, Raul and Oscar dive into the strategies that can make you the go-to Medicare agent in your community. From the power of grassroots marketing and getting involved locally to the impact of networking and smart digital marketing tactics, we cover all the bases. This episode is your roadmap to building a strong local presence, connecting with your community on a deeper level, and using online tools to solidify your reputation as the expert in your area.Whether you're new to the field or looking to strengthen your local influence, this episode...2024-03-0629 minMedicare Agent IQScaling Your Medicare Business: Hiring Your First AdminIn this week's episode, Raul and Oscar explore the pivotal moment in a business's growth when hiring an administrative assistant becomes essential. This episode covers the key qualities to look for in a potential employee, effective management strategies, and offer valuable insights from their own experiences It's all about finding the right person who can help take your work to the next level and making sure you're ready to lead a team. Whether you're contemplating your first hire or looking to refine your management skills, this episode is full of useful advice to help you make the...2024-02-2834 minMedicare Agent IQNavigating the FMO Maze: Friend or Foe for Insurance AgentsIn this week's episode, we explore the vital aspects of selecting the right Field Marketing Organization, or FMO, for your Medicare career. We discuss the importance of receiving proper support, engaging in meaningful training, and securing direct compensation, alongside the red flags every agent should be wary of, such as dubious contracts, a lax stance on compliance, and unnecessary fees. Whether you're an experienced agent or just starting out, this episode is packed with crucial advice to help you choose an FMO that aligns with your values and supports your growth in the Medicare field....2024-02-2128 minMedicare Agent IQMastering The Needs AnalysisIn this week's episode, we get into the crucial process of conducting a thorough needs analysis for your clients. Understanding the depth and importance of asking the right questions can transform the service you offer. We walk you through key inquiries that unlock your clients' true needs, highlight the pitfalls of skimming over this essential step, and share strategies for enhancing your approach to ensure you're truly serving your clients' best interests. Whether you're fine-tuning your skills or seeking to elevate your client interactions, this deep dive into the needs analysis is an indispensable resource for any...2024-02-1430 minMedicare Agent IQLaunching Your Medicare Insurance AgencyDreaming of starting your own Medicare insurance agency? This episode is your go-to guide for turning that dream into reality. We go over the essentials of understanding the Medicare landscape and the qualities of a selfless leader who puts the team and clients first. From the intricacies of recruiting and training top-notch agents to navigating the inevitable challenges, we share key insights and personal experiences that light the path. Plus, we discuss strategies for long-term success and growth, ensuring your agency not only starts on the right foot but also thrives in the competitive landscape. ...2024-02-0730 minMedicare Agent IQChoosing Coverage: Employer or Medicare?In this week's episode, we explore one of the most common crossroads faced by those approaching Medicare eligibility. From breaking down employer coverage options to comparing them with what Medicare offers, we provide a comprehensive overview to help you assist clients in making informed decisions. We emphasize the personalized nature of this choice, reminding you that our role as advisors is to illuminate paths, not push clients down them. With detailed insights and a client-first approach, this episode arms you with the knowledge to support your clients in navigating their healthcare coverage options confidently. Tune in to...2024-01-3141 minMedicare Agent IQMake This Your Best Year Yet. How? Part 2In Part 2 of our 'Make This Your Best Year Yet. How?', Oscar and Raul dive into the crucial elements of relationship-building and trust in the Medicare business. Discover why forging strong, personal connections with clients isn't just beneficial – it's essential for ensuring they stay with you. Beyond just business tactics, our hosts also share insights on personal development, highlighting books that have shaped their journey to Medicare success. Whether it's about growing your client base or your personal growth, this episode is packed with valuable lessons and stories from the field. Tune in to explore how de...2024-01-1730 minMedicare Agent IQMake This Your Best Year Yet. How?Ready to make this year your most successful one yet? In the first episode of 2024, we share the strategies and mindsets that can elevate your game to the next level. Our hosts explore the power of setting SMART goals – Specific, Measurable, Achievable, Relevant, and Time-bound objectives that keep you on track and focused. We also delve into the critical role of technology and innovation in enhancing your sales techniques. But that's not all. Knowing your product inside and out is the cornerstone of success, and we break down why this knowledge is vital and how to master it. Whether yo...2024-01-1029 minMedicare Agent IQPost-AEP: Building For The Future Part 2In Part 2 of our "Post-AEP: Building for the Future' series, we continue to guide agents through the crucial post-AEP period. This episode zeroes in on utilizing the remaining days of December to strategically prepare for the Open Enrollment Period (OEP). We emphasize the importance of being alert to Special Enrollment Periods (SEPs) and the opportunities they present. Moreover, as we delve into these professional strategies, we also remind our listeners of the personal side of this season. Balancing work with well-being is key. We stress the importance of taking time to recharge and cherish moments with family...2023-12-1330 minMedicare Agent IQPost-AEP Strategy: Building For The FutureIn this week's episode, we focus on the crucial steps agents should take after the hustle and bustle of the Annual Enrollment Period. As the dust settles, maintaining momentum is key. We dive into the importance of consistent follow-up calls, not just as a strategy to maintain client relationships but as a foundation for future success. Additionally, we discuss the strategic planning of 'Turning 65' campaigns, laying the groundwork for the next year's client engagements. Whether you're a seasoned agent or new to the field, this episode is packed with insights on how to keep...2023-12-0628 minMedicare Agent IQDiving Deep Into Your Sales Questions Part 2In this week's episode, we pick right up from where we left off last week. Answering agents' questions! We tackle the sensitive topic of how to handle it when a client decides to 'fire' you and the critical task of comparing clients' group health plans with Medicare Advantage or Supplement plans.To close out the episode, we get to the heart of our mission: the 'why' behind what we do. It's more than just plans and policies; it's about helping people navigate the complex world of Medicare. Join us as we shed light on these essential aspects...2023-11-2924 minMedicare Agent IQDiving Deep into Your Sales Questions Part 1In this episode of Medicare Agent IQ, we're diving into the questions that keep agents up at night. From grappling with a low AEP sales rate to pondering the expansion into ACA and Final Expense, we're tackling your biggest concerns head-on. Whether you're questioning your path or considering diversifying your portfolio, our hosts offer insights drawn from experience and industry know-how. Tune in as we shine a light on these agent questions, providing clarity and direction. 2023-11-2228 minMedicare Agent IQThe Art of Communication: A Journey For All of UsIn this week's episode, we're tackling the invaluable skill of communication. Good communication goes beyond words—it's about connection, understanding, and growth. We'll discuss how refining your communication skills can open doors in both your personal and professional lives, and why it's a lifelong journey worth embarking on. From insightful anecdotes to practical advice, this episode is packed with wisdom for anyone looking to enhance their ability to connect and converse effectively. Tune in and join us on this journey to becoming better communicators!2023-11-1530 minMedicare Agent IQNo Fear: Build Confidence in Your Sales StrategyEvery agent has felt it at one point or another – the gripping fear of failure. This week, Raul and Oscar discuss the real impact this fear has on Medicare agents and how it can drastically hold them back. But, guess what? Overcoming it is more attainable than you think. Join us as we explore how mastering your products and setting manageable goals are just a few steps you can take to overcome that fear of failure, turning challenges into stepping stones.2023-11-0830 minMedicare Agent IQDiversify to Multiply: Boosting Your Business RevenueIn this week's episode, Raul and Oscar break down the magic of cross-selling—a strategy every agent can use to enhance their revenue. Join us this week as we uncover the ins and outs of cross-selling, emphasizing its power to elevate your business and truly cater to your clients' diverse needs. Step up your sales game by tapping into the full spectrum of what you offer!2023-11-0130 minMedicare Agent IQElevate Your Approach: An Interview with a ListenerJoin us in a breakthrough episode where, for the first time, we invite a listener, Leancy, into the conversation, turning her challenges into shared wisdom for all. Leancy opens up about the hurdles she faces with calling leads—feeling bogged down and getting rejected. Your hosts, Raul and Oscar, and special guest, Priscilla, explore new avenues and perspectives to transform leads into valuable connections With practical tips, community engagement strategies, and a dash of motivation, this episode is a deep dive into transforming obstacles into opportunities. Whether you're facing similar challenges or just looking for fresh sales st...2023-10-2540 minMedicare Agent IQFrom Swipe to Sales: Reacting to Shorts with Raul & OscarEver wondered what seasoned pros think about those quick sales tips on YouTube shorts? Join Raul and Oscar this week as they dive into these bite-sized sales insights, sharing their takes, offering expert advice, and hashing out what they agree with and what misses the mark. Tune in and compare your thoughts with theirs2023-10-1929 minMedicare Agent IQWinning in AEP: Maximizing Medigap SalesIn this episode, Raul and Oscar chat about handling Medigap sales during the busy AEP season. While Medicare Supplement plan changes can be made any time of the year, agents are likely to get calls from Medigap clients who may think they need a change. Your hosts discuss being cautious when switching plans, what happens when a client's Medicare Advantage plan is no longer available, and how to always look out for our clients. The key takeaway? Always prioritize what's best for your clients.2023-10-1129 minMedicare Agent IQMindsets Matter: Exploring Growth vs. Fixed PerspectivesIn our latest episode of Medicare Agent IQ, we discuss one of the most crucial tools for success - mindset. Discover why fostering a growth mindset can be beneficial, both personally and professionally, and how it differs from a fixed mindset. If you've ever felt trapped by limitations or wondered how to break out of a pattern, this episode is your roadmap. Join us for an enlightening conversation and start evolving your way of thinking!2023-10-0426 minMedicare Agent IQSwitching Lanes with Ernest Arredondo: From Final Expense to MedicareOn this week's episode, we chat with one of our own, Ernest Arredondo. Ernest walks us through his background, spills the details on how he got started in insurance sales, and breaks down his move from final expense to Medicare insurance. Curious about life as an independent Medicare insurance agent? Ernest's got some stories and insights you won't want to miss. Listen in, join the conversation, and share your own experiences with us!2023-09-2733 minMedicare Agent IQThe 4-Legged Stool to Success Part 2Expand your horizons, Agents! In the second installment of The 4-Legged Stool, Raul and Oscar continue the conversation and discuss even more game-changing strategies! Tune in as your hosts cover: The Power of Informal Sales EventsUnlocking Retail OpportunitiesLeveraging Social Media MarketingBest Practices & Expert Tips to Stay AheadWhether you're a newcomer or a seasoned Medicare agent, there's a wealth of knowledge here to enhance your approach. Have experiences or insights on these topics? Engage with us and let's elevate our collective Medicare IQ!2023-09-2031 minMedicare Agent IQThe 4-Legged Stool to Success Part 1Diversifying your sales pipeline is the key to longevity and success in the Medicare field. In this week's two-part episodes, Raul and Oscar discuss a few strategies that can revitalize your sales approach and provide stability in ever-changing markets.In this first episode, we cover:The Art of Networking'Turning 65' Educational DinnersClient ReferralsBuilding Trust with ProvidersMail Order LeadsEvery agent, whether new to the game or a seasoned pro, will benefit from these insights. Got a tip or an experience using any of these strategies? Share your thoughts and join our conversation!2023-09-1330 minMedicare Agent IQLast Minute AEP PreparationsThe Annual Enrollment Period (AEP) is just around the corner, and for Medicare agents, it's the crunch time. In this week's episode, we share essential last-minute preparations to ensure you're ready for the AEP surge.Discover the importance of:Timely Medicare certifications.Cultivating strong relationships with local doctors and dentists.Tapping into the vast potential of senior centers in your community.Whether you're a seasoned agent or just getting started, this episode offers the insights you need for a triumphant AEP. Stay informed and strategize for success!Got feedback or a story...2023-09-0636 minMedicare Agent IQServing Dual Special Needs ClientsJoin us for another episode of Medicare Agent IQ where you hosts Raul Gonzalez and Oscar Ibieta break down the Dual Special Needs client. We cover the ins and outs of helping your dual clients with Medicaid and share some practical tips on finding these unique clients. If you're looking to expand your knowledge and better serve your dual clients, this is the episode for you! And as always, reach out to us with your questions on our social platforms - we're here to help!2023-08-3031 minMedicare Agent IQTo Enroll or Not to Enroll: Navigating Medicare at 65In this episode, we dive into a crucial decision that every senior faces when they turn 65: whether to enroll in Medicare or not. As agents, understanding these intricacies can significantly enhance the support and guidance you provide your clients. Join us as we break down the pros and cons, navigate potential penalties and downsides, and illuminate the best course of action for each unique situation. Enhance your Medicare knowledge and offer your clients the most informed advice with insights from this episode2023-08-2328 minMedicare Agent IQYour Medicare Questions AnsweredJoin us in this engaging episode of Medicare Agent IQ where your hosts, Raul Gonzalez and Oscar Ibieta, respond directly to your inquiries! Whether you're a Medicare newbie or a seasoned agent seeking to stay updated, this Q&A session equips you with invaluable insights, essential advice and practical tips, ensuring you're well-informed about your healthcare options. Don't miss this chance to have your Medicare questions expertly answered. And hey, if you have any question you'd like us to answer on a future episode, send us your questions on any of our social platforms!2023-08-1631 minMedicare Agent IQMedicare: The Supplemental Coverage OptionThis week, Raul Gonzalez and Oscar Ibieta discuss the ins and outs of Medigap. Join us as we share our insights and experiences, discussing who can benefit from a Medigap plan over a Medicare Advantage plan. Get ready for an informative conversation about the advantages of Medigap and common misconceptions, providing valuable knowledge for both seasoned agents and those new to the Medicare insurance field. Tune in and expand your understanding of Medigap options in the Medicare market.2023-08-0935 minMedicare Agent IQMastering Client Relations: A Step-By-Step Guide with Natalie GamezJoin your hosts, Raul Gonzalez and Oscar Ibieta, in this week's episode where they are joined once again by top-producing agent, Natalie Gamez. Experience firsthand how she progresses from generating leads at events, to scheduling meetings, discussing Medicare insurance, and maintaining contact after the sale. This episode features role-plays that give a practical look at handling various client interactions such as home visits, appointment setting, and managing referral calls. Be ready to take notes as Natalie's shared wisdom could be the next game-changer in your career!2023-08-0230 minMedicare Agent IQInsights from a Top Producer: A Conversation with Natalie GamezIn this episode of Medicare Agent IQ, hosts Raul Gonzalez and Oscar Ibieta sit down with Natalie Gamez, an insurance powerhouse and top producer for the past seven years. Throughout the episode, Natalie shares the challenges she's faced, how she has maneuvered them, and her triumphant successes that serve as lessons for every aspiring agent. Tune in, take notes, and get ready to transform your perspective on what it means to excel in the insurance industry.2023-07-2631 minMedicare Agent IQCompassionate Care: Shifting from Agent to AdvisorIn this week's episode, hosts Raul Gonzalez and Oscar Ibieta discuss the pivotal shift from being an insurance agent to becoming an insurance advisor. They shed light on the distinction between the two roles and underline the importance prioritizing the well-being of clients over commission.The duo share their experiences on how being compassionate and understanding is central to acting as an advisor. This role isn't just about selling a policy - it's about genuinely caring for your clients and their unique situations. Listen in to learn how focusing on people first can transform your career and...2023-07-1933 minMedicare Agent IQMedicare Agent IQ: Q&A ShowdownGet ready for an informative Q&A session on this week's episode of Medicare Agent IQ. Join your hosts, seasoned Medicare Sales Veterans, as they engage in an enlightening dialogue, volleying questions on all things Medicare and sales. We're delving deep into the core of Medicare concepts and unpacking advanced sales strategies. Regardless of your experience level in the field, this episode offers a wealth of insights and practical tips that will enhance your Medicare sales knowledge. So gear up, tune in, and brace yourself for the Q&A Showdown!2023-07-1228 minMedicare Agent IQStoking the Competitive FireIn this week's episode of Medicare Agent IQ, hosts Raul Gonzalez and Oscar Ibieta delve into the heart of the competitive spirit that drives success in Medicare sales. 'Stoking the Competitive Fire' explores the concept of competitive mindset and its pivotal role in achieving exceptional results.Raul and Oscar share their personal experiences, strategies, and insights, revealing how they've navigated the Medicare sales landscape and used competition as a motivator for their growth. Fuel your drive, broaden your perspective, and join us as we walk you through the path to becoming a top performer in the Medicare...2023-07-0531 minMedicare Agent IQWhat's New? The 2024 Final Rule BreakdownJoin us as we navigate through the new changes coming with the 2024 Annual Enrollment Period (AEP). In this essential episode, we're shedding light on the upcoming rules and regulations that will reshape the Medicare landscape. Learn what these changes mean for you, how to adapt and thrive in the evolving environment, and how these updates can impact the way we service our clients. Stay ahead of the curve and make the most of the upcoming AEP. Tune in to ensure you're fully equipped for the upcoming AEP season!2023-06-2834 minMedicare Agent IQThe Shift from Final Expense to Medicare AdvantageIn this week's episode, your hosts Raul Gonzalez and Oscar Ibieta dive deep into the strategic shift from selling Final Expense insurance to Medicare Advantage plans. This discussion unpacks the reasons behind this transition, potential benefits, and the challenges agents might face along the way. We offer key insights and practical strategies to make this transition seamless and successful. Whether you're an experienced insurance agent considering this shift, or new to the industry, this episode serves as a treasure trove of useful information to guide you through the ever-evolving healthcare insurance landscape. Tune in to discover the rewarding opportunities...2023-06-2125 minMedicare Agent IQBreaking Through Barriers: The Secret to Overcoming Objections - Part 2In this week's episode of Medicare Agent IQ, we continue on the topic of Breaking Through Barriers: The Secret to Overcoming Objections. We explore the common obstacles that professionals face in the business, and we provide practical strategies to navigate them effectively. Learn how to anticipate objections, respond confidently, and transform them into opportunities. Whether you're just starting out or looking to sharpen your skills, this episode is a must-listen for anyone seeking to ascend to the next level in your career. Tune in and equip yourself with the tools to break through your barriers and succeed in your...2023-06-1430 minMedicare Agent IQBreaking Through Barriers: The Secret to Overcoming ObjectionsIn this week's episode of Medicare Agent IQ, we delve into the topic of Breaking Through Barriers: The Secret to Overcoming Objections. We explore the common obstacles that professionals face in the business, and we provide practical strategies to navigate them effectively. Learn how to anticipate objections, respond confidently, and transform them into opportunities. Whether you're just starting out or looking to sharpen your skills, this episode is a must-listen for anyone seeking to ascend to the next level in your career. Tune in and equip yourself with the tools to break through your barriers and succeed in your...2023-06-0730 minMedicare Agent IQTimely Tips: Navigating Enrollment PeriodsIn this episode, Raul and Oscar break down the intricacies of Medicare enrollment periods. Discover the critical dates and strategies for guiding your clients through Initial, Special, and Annual Enrollment Periods with ease.2023-05-3132 minMedicare Agent IQWinning Friends and Influencing PeopleJoin Raul and Oscar as they dive into the timeless classic, 'How to Win Friends and Influence People,' exploring its powerful principles and their direct application to Medicare sales. Discover how building genuine connections and mastering influence can skyrocket your success in the world of Medicare, all while empowering the lives of your clients. Tune in to transform your approach and elevate your game!2023-05-2431 minMedicare Agent IQEmbracing the Medicare Entrepreneur MindsetDive into the world of Medicare entrepreneurship in this exciting episode of the Medicare Agent IQ podcast. Join hosts Raul Gonzalez and Oscar Ibieta as they share invaluable tips on time management and daily planning for independent agents. Discover how to optimize your routine, balance responsibilities, and master the entrepreneurial mindset to turbocharge your Medicare business success. Don't miss this chance to transform your approach and elevate your performance!2023-05-1730 minMedicare Agent IQEducate to Elevate: Harnessing Formal Events to Win Over the Turning 65 MarketIn this captivating episode of the Medicare Agent IQ podcast, join hosts Raul Gonzalez and Oscar Ibieta as they reveal the benefits of using formal educational events to connect with seniors turning 65 and generate sales. Learn how imparting valuable information can help you build trust, showcase your expertise, and win the loyalty of a growing demographic in the Medicare insurance market.2023-05-1028 minMedicare Agent IQService with a Smile: Winning Referrals & Medicare Success through Stellar Customer ServiceIn this engaging episode of the Medicare Agent IQ podcast, hosts Raul Gonzalez and Oscar Ibieta explore the power of exceptional customer service as a catalyst for generating referrals and achieving success in the Medicare insurance industry. Discover how going above and beyond for your clients can not only lead to increased satisfaction, but also open doors to new business opportunities and a thriving referral network.2023-05-0329 minMedicare Agent IQBuilding a Powerful Referral NetworkWelcome to another insightful episode of the Medicare Agent IQ podcast! In this episode, your hosts Raul Gonzalez and Oscar Ibieta dive deep into the world of referral networks, uncovering the secrets of building and maintaining a powerful referral system that will skyrocket your Medicare insurance business2023-04-2529 min