Monthly Archives: July 2015

Is client retention bad for business?






For some brokers, it seems that hanging on to their existing business is their number one priority. We hear it again and again: it’s less costly to keep an existing customer than it is to acquire a new one, so … Continue reading






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Health Insurance Mergers Create Opportunity for Brokers






As a broker, you probably thought this would be the slow time of year. After all, it’s not the 4th quarter, the busy time for group health agents. Or the Annual Election Period, when Medicare agents do the bulk of … Continue reading






Posted in Health Reform, Private Exchanges | Comments Off on Health Insurance Mergers Create Opportunity for Brokers

BCBS of Texas to drop individual PPO plans






In an effort to stop the bleeding, the largest individual carrier in one of the largest states in the nation has made the bold decision to drop its individual PPO plan both on and off the exchange. Blue Cross Blue … Continue reading






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Mid-year IRS report proves subsidies exceed penalties






You may not have heard of the Taxpayer Advocate Service, but it serves as “your voice at the IRS.” TAS is an independent organization within the IRS whose job is to protect your rights as a taxpayer and help you with … Continue reading






Posted in Taxes | Comments Off on Mid-year IRS report proves subsidies exceed penalties

SSM creates SEP






June was a huge month for the Supreme Court. Not only did we receive the long-awaited decision on the premium tax credits, confirming that they are indeed available in every state, but the Court also issued a historic ruling permitting same-sex marriage nationwide. … Continue reading






Posted in Benefits, Sales Tips | Comments Off on SSM creates SEP

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