The Broker Link

In this episode, Cheryl Chapman, Annuities Specialist with 19 years of experience, joins Sherry Kelson, Director of the Life Team at The Brokerage Inc., to break down what agents need to know about annuities. Cheryl walks through the key requirements for selling annuities, including: A life and health license State-specific certifications Anti-money laundering (AML) training Errors & omissions (E&O) coverage Product-specific training She explains the main types of annuities—fixed, indexed, and single premium income annuities (SPIAs)—and shares how each can serve clients' long-term goals like retirement, college funding, or guaranteed income. With current interest rates around 5.3%, annuities are becoming an attractive, low-risk option offering tax-deferred growth and portfolio diversification. Cheryl also notes that annuities typically issue within a week, and agents can reach out to her directly for guidance and support. You can reach Cheryl through The Brokerage Inc. website. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

In this episode of The Broker Link,  Mike Papuc and Trey Owens from the Health team at The Brokerage Inc., explore what it means to be truly independent as an insurance agent. They break down the importance of carefully reading and negotiating contracts, ensuring agents aren't locked into unfavorable terms that limit their growth.   Trey shares why being a 1099 agent is essential for long-term success and business control, while Mike talks about the power of ongoing support through tools like Monday masterminds and personal outreach. If you're an agent looking to maintain independence, communicate effectively, and grow with confidence—this episode is for you. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

In this episode, Chris Newberry from The Brokerage joins Cory Procter, founder of Pro Capital, to explore what it means to take a truly holistic approach to financial practice. Chris emphasizes that advisors must go beyond selling just Medicare or life insurance, advocating for a broader suite of services that meet clients' evolving financial needs. Cory shares his powerful personal journey from financial instability to building a career in wealth management, highlighting the value of long-term planning, managing through market volatility, and conducting regular financial reviews. He sheds light on common issues such as probate pitfalls and the importance of naming contingent beneficiaries—details that are often overlooked but critical to effective planning. Together, they stress the need for advisors to offer a diverse menu of financial services and to prioritize ongoing education for both themselves and their clients, to deliver real, lasting value. All the information you can need about Pro Capital can be found on Cory's website, http://www.procaptx.com.  Or check out his podcast, The Pro Capital Show Wisdom & Wealth, on Apple Podcasts or Spotify. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

In this special episode, Mike Smith of The Brokerage Inc. leads a timely and insightful panel discussion from the FMO Summit, joined by two distinguished guests: John Greene, Founder & Principal of Tri-Branch Resolution LLC, and Nick Uehlecke, Principal at Todd Strategy Group. Together, they unpack the latest legislative and regulatory developments surrounding the Centers for Medicare & Medicaid Services (CMS). Listeners will gain insider perspectives on key policy shifts, implications for FMOs and agents, and what to expect in the evolving healthcare landscape. With their deep experience in government affairs and healthcare strategy, Greene and Uehlecke shed light on how these changes might shape the future of Medicare marketing, compliance standards, and the overall regulatory environment. This episode is a must-listen for professionals navigating the complexities of healthcare legislation and those looking to stay ahead of CMS updates. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

In this episode of The Broker Link, Trey Owens and Mike Papuc dive into platform updates designed to simplify and enhance the onboarding experience for insurance agents. They address a common industry problem: agents often feel forgotten after joining. TBI is tackling this through ongoing support tools, including brief, twice-weekly training sessions and a personalized white glove contracting service. The episode also discusses TBI's financial incentive called Brokerage Bucks, offering agents up to $450 per sale each month. Trey and Mike stress that true success comes not just from tools, but from ongoing coaching and mentorship — both of which are central to TBI's agent-first philosophy. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

In this insightful episode, Crystal Bustillos joins the show to spotlight the often-overlooked topic of disability insurance, timed perfectly with Disability Insurance Awareness Month. Crystal emphasizes that a client's income is their most valuable financial asset, and protecting it should be a top priority. She breaks down the differences between short-term and long-term disability insurance, helping agents understand when each type makes sense. Crystal also covers disability riders—customizable policy add-ons—and shares strategies for overcoming client objections, a common challenge in this area. To support agents, Crystal highlights tools available on The Brokerage Inc.'s Disability Center, including educational resources and marketing materials. She encourages proactive outreach through webinars and social media series to build awareness and trust with clients. A key takeaway: the best time to secure disability coverage is when clients are young and healthy, ensuring lower premiums and greater peace of mind. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

This episode of the Broker Link podcast discusses the upcoming Life Symposium on May 20 at the new Flower Mound office. Chris Newberry and Crystal Bustillos from the Life team highlight new features like the Vive platform for term insurance, which allows agents to run quotes and apply directly. The symposium will cover various life insurance products, including term, IUL, long-term care, final expense, and worksite products. It will feature presentations from carriers and other partners, with a fast-paced schedule and a working lunch. Registration is encouraged as space is limited. Additionally, monthly webinars and custom partner program calls are available for further training and support. To RSVP to the Life Symposium, click on this link: https://thebrokerageinc.com/training/life-symposium-dfw/ Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

Marketing & Sales Strategies to Maximize Event Success  In this episode of Broker Link, Cynthia Rosales, Regional Sales Director at The Brokerage Inc., with 28 years of experience in Medicare sales, discussed the importance of differentiating between sales and educational events, emphasizing the need for reporting in sales events. She advised choosing venues where seniors gather, such as restaurants or senior centers, and securing dates consistently. Rosales recommended a budget under $15 per person and highlighted the significance of national marketing during AEP (August-December). She suggested scheduling events 21 days in advance and maintaining consistency for six months. Rosales also stressed the importance of being compliant, using the correct language, and being confident in product knowledge. With years of experience in the field, Cynthia offers practical, actionable tips to help agents and teams host successful, high-impact events. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

What Agents Really Want from an FMO  In this episode of Broker Link, Trey Owens from The Brokerage Inc. sits down with experienced agent Lewis to explore what truly matters to agents when choosing an FMO (Field Marketing Organization). Louis shares valuable insights from the field, warning agents to steer clear of FMOs offering “free leads”—often a red flag for low-quality support. Instead, he stresses the importance of partnering with an FMO that provides real value, including carrier connections, community involvement, and growth support. Trey highlights how The Brokerage Inc. delivers on these needs through: ✅ Recruitment assistance ✅ Financial marketing tools ✅ A powerful broker dashboard for training and tracking sales Both emphasize that consistent training and responsive support are key to helping agents succeed. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

In this episode of Broker Link, Cristal Bustillos with The Brokerage Inc. Life team dives into the critical role of life insurance in legacy planning. She breaks down how it helps manage estate taxes, facilitates charitable giving, and ensures a smooth wealth transfer. Cristal also explains how life insurance provides liquidity for illiquid assets like family farms or businesses, helping families avoid financial strain. Plus, she highlights how it can bypass probate, saving time and legal costs. Crystal encourages agents to take action by attending our legacy planning workshops in April and starting meaningful conversations with clients about their future goals. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

The Brokerage Inc. is so excited to announce Yunior Santana is joining the company as a new Regional Sales Director in Florida.  Yunior is an experienced agent and agency owner in the Miami area and is a great addition to our sales team.  Yunior takes over for Carl-Philippe Denis, who has been promoted to Senior National Sales Director. In this episode of The Broker Link, get to know Yunior and what he brings to the Brokerage team and the state of Florida. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

In this episode of Broker Link, we're joined by Mike Smith for an inside look at the NABIP Capitol Conference in Washington, D.C. This annual event brings together insurance professionals to discuss legislative updates and advocate for policies that impact Health and Medicare agents. Mike shares key takeaways from the conference, including discussions on regulatory changes, industry challenges, and what agents need to know moving forward. Whether you're a seasoned professional or new to the industry, this episode provides valuable insights into the future of healthcare policy. To learn more about NABIP, visit www.nabip.org look for the tab "your voice matters" and sign up to have your voice heard in this industry. Partner with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/     

As expected, the new administration is proposing changes to the ACA Marketplace.  CMS, the Centers for Medicare & Medicaid Services, has issued the "2025 Marketplace Integrity and Affordability Proposed Rule," and we are breaking it down. In this episode of The Broker Link, we talk with The Brokerage Inc. Health Director of Operations, Belynda DiCiaccio, about what these proposed changes could mean for the ACA Marketplace. Some of the topics include: Strengthening Income Verification Modifying Eligibility Redetermination Procedures Implementing Pre-Enrollment Verification for SEPs Adjusting the Open Enrollment period And more! Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

Do you understand how group life insurance works?  In this episode of The Broker Link, Cristal Bustillos from our Life team shares insights into how group life insurance works.  She will also explain ways The Brokerage Inc. can help you grow your business with life insurance.  We have a list of webinars and trainings on our website that can directly assist you.  Click on this link for more information: https://thebrokerageinc.com/event-type/life-insurance  Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

In this episode of the Broker Link Podcast, Executive Vice President at The Brokerage Inc., Josh Slattery discusses the future of Medicare post-2025 AEP, focusing on industry trends and the impact of the new presidential administration. Other topics discussed include the potential changes to the Value-Based Insurance Design (V-BID) program, which simplifies eligibility for benefits based on income rather than specific chronic illnesses.   If you haven't listened to Part 1, click here first.  Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

If you are all taking a beat after the 2025 Medicare AEP, you are not alone.  But as we look back, we see a lot of positives.  In this 2025 recap episode, The Brokerage Inc. Executive Vice President, Josh Slattery discusses the highlights.   Some highlights include; a 36% year-over-year growth, with UnitedHealthcare leading with 1.2 million enrollments. The conversation also covers the impact of the Inflation Reduction Act on standalone Part D members and the importance of D-SNP enrollments.  The podcast also touches on the challenges of retention, the potential impact of the new administration on Medicare Advantage, and the importance of targeting the turning 65 demographic and the chronic market for future growth. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/   

There are many exciting things going on in health insurance in 2025, none bigger for The Brokerage Inc. than the additon of our new Health Regional Sales Director, Trey Owens!  In this episode of The Broker Link, our National Health Sales Director, Mike Papuc introduces us to Trey and what you can expect from our health team.   Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/   

February is Insure Your Love Month and it's a great time of year to talk to clients about adding life insurance or final expense to their portfolio.  In this episode of The Broker Link, Cristal Bustillos from our Life team shares strategies to talk to your clients about life insurance.  She will also explain ways The Brokerage Inc. can help you grow your business with life insurance.  We have a list of webinars and trainings on our website that can directly assist you.  Click on this link for more information: https://thebrokerageinc.com/event-type/life-insurance  Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/   

If you enjoyed Part 1, you will love Part 2 of A Recipe for Success: Jeremy Cutlip's Rise in Insurance episode.  In this episode, Mike Papuc and John Ross Hopkin from our Health team continue the conversation with Jeremy and learn how he grew his insurance business in just 7 years with The Brokerage Inc. Jeremy's story starts in the restaurant industry where he created and cultivated many relationships.  Those relationships helped him transition to becoming a successful insurance agent.  If you missed Part 1, go back and listen here! Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/   

How can you go from working in the restaurant industry to thriving as an insurance agent?  It may not be everyone's story but it is agent Jeremy Cutlip's journey.  In this episode of The Broker Link, Mike Papuc and John Ross Hopkin from our Health team sit down with Jeremy to hear his story of success in just 7 years with The Brokerage Inc. Jeremy's story starts in the restaurant industry where he created and cultivated many relationships.  Those relationships helped him transition to becoming a successful insurance agent.  This is Part 1 of Jeremy's story of success. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! Linkedin: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/   

Happy 2025 and welcome to a new season of The Broker Link podcast!  We hope this year will be the best year for everyone! We are kicking off the year with a look at how to grow your book of business by adding life insurance.  This is a great time of year to consider adding different products to your portfolio.  Life insurance is something you can sell year-round. Cristal Bustillos is our Marketing Support on our life team.  She will be with us each month to give us insightful information about how life insurance can help you grow your business.  If you have any questions about life insurance, reach out to our life department by emailing them directly at lifeteam@thebrokerageinc.com.  And don't forget to ask them to sign up for our monthly newsletter that will give you all the very latest news and information going on with the life team. You can also learn about The Brokerage Inc. by visiting our website, www.thebrokerageinc.com.      

Agents' questions these days revolve around how the election will impact our industry. The news is pretty favorable. We asked one man, who is always in the know about the insurance business, to break it down for us.  This episode of The Broker Link features John Greene, formerly the Sr. VP at NABIP and now the founder of Tri-Bridge Resolution LLC.  John spoke with The Brokerage Inc.'s Executive Vice President, Josh Slattery, and Marketing Director, Gillan Boyer about what to expect in a second Trump Administration. Topics they discussed include: The New Administration's impact on the insurance business Inflation Reduction Act and it's future Prescription Drug costs ACA Short Term Plans Surprise Billing Final Rule And more.... This is great information that offers hope for our industry.  To learn more about John and his new business, visit www.tri-branch-resolution-llc.com.  And as always you can connect with The Brokerage Inc. online at www.thebrokerageinc.com        

Are you still a little confused about the redesign of Part D of this AEP?  There are some changes you need to understand.  There is also a solution to help your clients get their prescription drugs.  It's the Canadian Medstore.  In this episode of The Broker Link, The Brokerage Inc. Executive Vice President, Josh Slattery talks with Bill Hepscher about the top drugs offered by The Candian Medstore you can offer your clients for only $50 a month. Those drugs include:  Eliquis (5 mg) Xarelto (20 mg) Farxiga (10 mg) Pradaxa (150 mg) Breo Ellipta (200 mcg) Ventolin HFA (100 mcg) Spiriva (18 mcg) Janumet (50/1000 mg) Januvia (100 mg) Symbicort (200/6 mcg) You can find a direct link to the Canadian Medstore on our website, www.thebrokerageinc.com.  You can also sign up on the Sunfire customer intake form.  You can find that information on our website too.      

Have you heard the news about some Medicare Advantage plans changing to non-commissionable plans?  We are about halfway through AEP, but some of the carriers have made adjustments to their commissions.  In this episode of The Broker Link, The Brokerage Inc. Executive Vice President Josh Slattery gives some insight into the changes to these plans.  Josh will also provide some clarity into the differences between non-commissionable and suppression.  If you would like a closer look at all of these commission changes, please click this link in our Agent Portal https://agent.thebrokerageinc.com/medicare-non-commissionable-plans/        

While selling Medicare and ACA, don't forget to include Life insurance in your client's portfolio.  Each of our Brokerage Inc. 2025 AEP Kickoff events included a discussion with our Life Sales Director, Chris Newberry and Tyler End the CEO of Retirable.   We wanted to share this discussion in a look back at our events.   Our Life team is always available to discuss adding life insurance to your portfolio. If you want to watch each of these panel discussions, you can visit our website, www.thebrokerageinc.com/kickoff.  

We covered a lot of information during The Brokerage Inc. 2025 AEP Kickoff events including information on selling other products.   As look back at one of the panel discussions we do a deep dive into selling ACA or health insurance products.  The Brokerage Inc. National Health Sales Director, Mike Papuc hosted a discussion with various reps on diversifying with ACA & ancillary products. Included are reps from: Aetna Ambetter Blue Cross/Blue Shield Cigna UnitedHealthcare UnitedHealthcare Golden Rule If you want to watch each of these panel discussions, you can visit our website, www.thebrokerageinc.com/kickoff.  

During The Brokerage Inc. 2025 AEP Kickoff events, we hosted panels discussing important information for insurance agents as they prepare for their selling season.  We look back at these discussions in this replay from the DFW event. One of our Regional Sales Directors from the DFW area, Leigha Hayes talks with reps from the top Provider Marketing carriers to discuss how to partner with them for 2025.   Included are reps from: CenterWell WellMed If you want to watch each of these panel discussions, you can visit our website, www.thebrokerageinc.com/kickoff.  

Here's another chance to catch up on some of the panel discussions The Brokerage Inc. had at their annual 2025 AEP Kickoff events as agents start their selling season.   We look back at these discussions in this replay from the DFW event. Our President Emeritus, Mike Smith talks with reps from the top Medicare Supplement carriers to discuss the plan benefits for 2025.   Included are reps from: Aetna Blue Cross Blue Shield Cigna Humana UnitedHealthcare Wellcare If you would like to see each of these panel discussions, you can visit our website, www.thebrokerageinc.com/kickoff.    

During The Brokerage Inc. 2025 AEP Kickoff events, we hosted panels discussing important information for insurance agents as they prepare for their selling season.  We are taking a look back at these discussions in this replay from the DFW event. Our Executive Vice President, Josh Slattery talks with reps from the top Medicare Advantage carriers to discuss the plan benefits for 2025.   Included are reps from: Aetna Blue Cross Blue Shield Cigna Humana UnitedHealthcare Wellcare If you would like to see each of these panel discussions, you can visit our website, www.thebrokerageinc.com/kickoff.    

Were you able to make it to one of our annual AEP roadshows this year?  If not, we have you covered.  Fresh off our 7 Annual AEP Kickoff events,  we are sharing some of our discussions. The first is a discussion titled "Fireside Chat on the Inflation Reduction Act Impact & Part D with our Executive Vice President, Josh Slattery and Bill Hepscher, Founder of The Canadian Medstore.  It is an in-depth conversation about how prescription drug changes will affect you and your clients. If you would like a full recap of our events, visit www.thebrokerageinc.com.    

If you have been around since the beginning of Facebook, you have probably noticed differences in how you see and share your content.  The same goes for Facebook Ads.  The Facebook algorithm is creating better results for organic content and stories rather than ads. In this episode of The Broker Link, Bob Whitis with BrightFire busts a few myths about using Facebook Ads for Independent Insurance Agents.   Here are some suggestions for getting better traction on Facebook: Post consistently Invite policyholders to follow your page Create content showing the personal side of your business, rather than just text Engage with followers especially when they engage with you BrightFire partners with The Brokerage Inc. to help agents with their website, SEO, social media, and a lot more.  Visit www.brightfire.com/thebrokerageinc to learn more about how to use BrightFire for your business.

Are you planning on attending one of The Brokerage Inc. Kickoff events?  We really hope to see you there!  Each year at the time The Brokerage Inc. hosts a kickoff event in four Texas cities.  This year we have expanded it into three more.  These events are to help our agents prepare for the upcoming AEP and OEP. We have already hosted our Miami, Tampa, and El Paso roadshows but have four more coming up in Texas.  In this episode of the podcast, Gillan walks you through what to expect at each event.  The Roadshow schedule includes: Houston, Tuesday September 10 Corpus Christi, Thursday, September 12 San Antonio, Tuesday, September 17 Dallas, Fort Worth, Tuesday, September 24 You can learn more about these shows and RSVP online at https://thebrokerageinc.com/kickoff.   

Have you considered using AI in your business?  What is the best way to use it?  It can be very effective if used properly. In this episode of The Broker Link, we talk with Bob Whitis from BrightFire.  BrightFire provides a suite of tools for digital marketing solutions.  So how can you use AI in your insurance business?  One way is for brand awareness and messaging.  Another way to use it is for content, code, answers to questions, and so much more. Some AI solutions include ChatGPT, Gemini by Google, and Microsoft Co-Pilot are among the top tools. Bob will also talk about some of the misconceptions people have about using AI.   Go to www.brightfire.com/thebrokerageinc to find out how BrightFire can help you.  

Wouldn't it be great if insurance agents could have a place to go to help inform and keep their clients?  Now you do.  The Brokerage Inc. is offering its agents a way to stay in touch and provide the very latest, up-to-date information.  It's called the Member Retention Program and is now available. In this episode of The Broker Link, The Brokerage Inc. Executive Vice President, Josh Slattery introduces us to the Member Retention Program.  This is a re-watch of a webinar he shared with agents.  He will also go over everything you need to know about it.  Discover how The Brokerage Inc. can help you reach and retain members. For any additional information or if you would like to be a part of it, visit us at www.thebrokerageinc.com.      

Do you understand all the changes coming to Medicare Part D in 2025?  These changes are significant so we decided to run through everything you need to know! In this episode of The Broker Link, Josh Slattery, Executive VP at The Brokerage Inc. and Regional Sales Director, David Ireland talk through all of the changes. They will help you: Understand the critical Part D changes for 2025 and how it impacts both the agents and members Determine what consumer and agent behaviors will change as a result of the Part D program changes. Provide solutions to agents on how to assist members in becoming educated about Part D changes and evaluate plan options. Learn how to prepare yourself for the new changes, from understanding the impact on prescription medication costs to making informed decisions for your clients. For any additional information, please reach out to Josh or David at The Brokerage Inc. (www.thebrokerageinc.com)    

As we approach the insurance selling season, it's time to review and strategize your techniques for selling.  In this episode of The Broker Link, we peek in on a presentation by our National Health Sales Director, Mike Papuc on mastering your sales technique. You will gain insights on understanding client pain points, positioning yourself as a multifaceted solution maker, and practical strategies for identifying and addressing client concerns, building trust, and driving loyalty. Unlock success by identifying client needs, optimizing commission and bonus potential, and developing a tailored plan of action that addresses your client's goals and objectives. If you want to learn more, visit us at www.thebrokerageinc.com.    

It's been a very turbulent year in the insurance industry, are you ready for all the changes?  Do you have the tools necessary to thrive in AEP 2025?  The Brokerage Inc. is here to help guide you through. In this episode of The Broker Link, The Brokerage Inc.'s Executive Vice President, Josh Slattery and President Emeritus, Mike Smith break down all the information you will need to have a successful AEP.   You will learn; Where we stand with the CMS Final Rule of 2024 How the political season will impact AEP Where we stand with the "Chevron" deference  How is direct mail impacted this year Med Sup trends for 2025 Technology updates How our new Member Retention Program will help you with your book of business And so much more... Be sure to mark your calendars for August 8 at 10 am for our webinar on the new Member Retention Program.  You can register here.  

Have you ever considered selling travel insurance to your clients?  Travel insurance can be an essential part of your travel planning, especially for Medicare customers. In this episode of The Broker Link, we hear from Todd Taylor of GeoBlue, about the importance of travel insurance.  We also explore all of GeoBlue's travel insurance plans, why your clients need it, and how it works, including premiums, policy periods, and coverage options. We'll delve into the details of what's covered, such as medical evacuations, hospital stays, and more. If you would like to learn more, visit www.thebrokerageinc.com and search our portal for more information.  

How much do you keep up with Social Security?  Do you understand how it's calculated or even how it's even changed over the years? For the second year straight, The Brokerage Inc. hosted a special webinar with Social Security expert Jody Harris.  And today we are bringing all of that information to you. In this episode you will learn: Why you should coordinate your Social Security benefits with other retirement sources How your benefits are calculated What is the impact of your marital status, work history and taxes Why is it important to claim your benefits at the right age And so much more If you have any questions, please visit our website or YouTube channel for the complete webinar along with some popular questions Jody answered.  Visit www.thebrokerageinc.com

Insurance agents, have you ever thought you would like to build your own insurance agency? And if you just had the tools and knowledge you could do it.  Now you do! In this episode of The Broker Link, Regional Medicare Sales Director, David Ireland explains what it takes to start an agency, recruit agents, and grow it into a successful business.   How many years do you need as an agent?  Do you need start-up money to start an agency? What will be different?  He answers all these questions and more in this episode. If you are considering it or want to learn more about The Brokerage Inc., an FMO (Field Marketing Organization) with nearly 50 years in the industry, visit us at www.thebrokerageinc.com.  

Are you thinking about expanding your insurance business?  Have you considered becoming a Registered Social Security Analyst or RSSA?  Insurance agents are overlooking this lead generation strategy.    In this episode of The Broker Link, we talk with Thomas Drapala, Registered Social Security Analyst's Director of Strategic Partnerships.  He dives into how agents can help their clients make the best decisions for their retirement while growing their businesses. Drapala goes over what you get in return by going through the program and becoming a Registered Social Security Analyst. It includes: Education Training Technology Marketing Back Office Support For being a Brokerage Inc. agent, you will get a special discount when you sign up for the program.  Go to www.rssa.com/thebrokerage for all the details on how you can become an analyst.

Have you been thinking about getting into selling Medicare?  Or maybe you are a health and life insurance agent wanting to expand your portfolio.   This is a great time to get into Medicare sales and we want to help you get started. In this episode of The Broker Link Podcast, we go back to the basics of how to get started in Medicare sales.  One of The Brokerage Inc.'s Regional Sales Directors, David Ireland walks us through the process of selling Medicare. You will also learn: How to get certified How do you get paid The best marketing strategies Where to start selling And a lot more. If you want to learn more about The Brokerage Inc. as an FMO partner, visit us at www.thebrokerageinc.com  

It's that time of year again when people hit the roads to take to the skies for their annual vacation.  It's also a great time of year for agents to see if their clients need travel insurance.  Adding travel insurance to your portfolio is a great way to increase your cross-selling opportunities. In this replay of our travel insurance episode, Ronda Logan, the Director of Business Development with IMG walks agents through the different products they offer including the iTravel insured program, short-term policies, the Patriot travel program, International Student programs, and more. If you want to hear more of Ronda's discussion on IMG travel insurance, visit The Brokerage Inc. YouTube channel. And to get contracted with The Brokerage Inc., go to www.thebrokerageinc.com. 

In the market for an FMO? Now is the time to start doing your research.   An FMO or Field Marketing Organization is an insurance marketing organization that is a third party between the agent and the insurance carrier.  The insurance carriers rely on these entities to support the agent at no charge to the independent broker.   In this episode of The Broker Link, Gillan breaks down the differences between an FMO, IMO, and GA.  He will also share what to look for when choosing the right partner.    Some things to look for include:    Available carriers   Contract structure   Training   Service and Support   Technology  Company history and reputation  And a lot more. There are also some other previous episodes that can help you learn more about choosing an FMO.   How to Choose the Right Insurance Marketing Organization  Leaving a Legacy: The Brokerage Inc. Story If you want to learn more about what The Brokerage Inc. has to offer, visit our website www.thebrokerageinc.com.

In business and life, you can learn a lot from the people who have experienced it before you.  At The Brokerage Inc., we have the honor and pleasure to have Cheryl Hopkin as our CEO.  Cheryl and her husband Ross started this company in the 1970s and over time it continues to be one of the premier FMOs (Field Marketing Organizations) in the country.   At a recent employee summit, Cheryl spoke with Ivonne Acuna about her history, what it takes to be a business owner and how she feels about all of her partners.   Enjoy this conversation with our owner, co-founder and CEO. If you would like to know more about The Brokerage Inc., visit our website www.thebrokerageinc.com.    

If you don't fully understand the new CMS Final Rule pertaining to FMOs you are not alone.  It's still a little unclear.  In this episode of The Broker Link, The Brokerage Inc. President Emeritus, Mike Smith talks with John Greene, Sr. Vice President of Government Affairs of NABIP (National Association of Benefits and Insurance Professionals). This discussion occurred at an event with insurance agents and agency owners.  You will hear questions from agents on what matters to them.  Please excuse any audio issues we had.  It's a great discussion on the insurance industry as it pertains to the CMS Final Rule. If you still have questions about the CMS Final Rule for FMOs,  visit our website  www.thebrokerageinc.com.      

Agents, do you ever talk with your clients about Social Security?  If not you should start discussing their benefits and options when to take it.   In this episode of The Broker Link, Mike Smith, a newly appointed Registered Social Security Analyst (RSSA) discusses what agents should know about Social Security.  He will also talk about the process of becoming an analyst. If you want to learn more about RSSA, you can visit their website www.rssa.com.  Or you can  reach out to Mike or our office at The Brokerage Inc., www.thebrokerageinc.com.    

Do you have any plans to help clients with Long Term Care?  It's a growing problem that could get even worse in the coming years. In this episode of The Broker Link, we sit down with Mike Smith, President Emeritus at The Brokerage Inc. to discuss this growing problem and how you can help with the solution. If you want to learn more about Long Term Care or any of the products at The Brokerage Inc., visit www.thebrokerageinc.com.    

As we continue our series on SEP Success, today we take a look at how to bundle some of your products. Health expert, Michelle McLaren explains the power of strategic bundling and how it can help you thrive in the off-season. Michelle tells us how to: Learn client-focused solutions Bundle packages Key practices for success in insurance sales  Explain a client's qualifications   Help clients dealing with Medicaid Unwinding   Talk about deductibles And a lot more! And if you would like to start this series from the beginning, check out this podcast, SEP Success: ACA 101  

How can you maximize sales of ACA health insurance plans during Special Enrollment Periods?  In this episode of the Broker Link, we listen to a webinar hosted by Michelle McLaren, a Sales Specialist with The Brokerage Inc.     Michelle teaches us about qualifying life events, plan options, and affordability programs to boost your sales. She offers valuable tips and strategies for selling ACA plans successfully outside of Open Enrollment. This is a great chance for you to enhance your sales strategies in the evolving world of ACA health insurance. And if you would like to learn more, visit www.thebrokerageinc.com.

The Brokerage Inc. ACA Health team is growing and expanding, gearing up for our best year yet!  In this episode of The Broker Link, you will meet our new Health National Sales Director, Mike Papuc who talks with John Ross Hopkin, our Director of Strategic Partnerships about all the exciting things going on in the ACA department. You will learn about: Our growth in other states Sales Techniques Cross Selling strategies Supplemental Health Call Centers Business Retention And a lot more! If you want to learn more about our ACA Health expansion, visit our new and improved website www.thebrokerageinc.com.