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Guidelines for Sharing Personal Beneficiary Data with Other TPMOs
Guidelines for Sharing Personal Beneficiary Data with Other TPMOs

Episode 647

 

Stay compliant while sharing beneficiary data with other TPMOs. We explain the CMS rules for agents obtaining prior express written consent.

 

Rea…

1 year, 8 months ago

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Invites, Tapestry, & the 2025 Senior Market Symposium
Invites, Tapestry, & the 2025 Senior Market Symposium

 

The Friday Five for February 7, 2025: Valentine’s Day Gift Ideas RFK Jr. HHS Nomination Update Apple Announces Invites Tapestry from The IconFact…

1 year, 8 months ago

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PlanEnroll FAQs
PlanEnroll FAQs

Episode 646

 

Sarah and Tina team up in the studio to tackle your questions about PlanEnroll. Learn how to create your site, work with clients, and boost your m…

1 year, 8 months ago

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MedicareCENTER FAQs
MedicareCENTER FAQs

Episode 645

 

Get the details on MedicareCENTER! Join Sarah and Tina for a deep dive into frequently asked agent questions.

 

Read the text version

 

Get starte…

1 year, 8 months ago

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5 Types of Content to Share on Social Media
5 Types of Content to Share on Social Media

 

At a loss for what to post on your business socials? Sarah highlights 5 types of content agents can share on social media – and they’re not all in…

1 year, 8 months ago

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Agent Apps | Best Apps for Sports Fans
Agent Apps | Best Apps for Sports Fans

 

Are you a sports fan? You need to check out these apps to stay up to date with your favorite teams!

ESPN App: https://www.espn.com/espn/apps/espn
…

1 year, 8 months ago

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Learning to Delight in the Limelight ft. Linda Ugelow
Learning to Delight in the Limelight ft. Linda Ugelow

How unstoppable would you be if you lost the fear of being seen? Linda Ugelow, author of Delight in the Limelight, joins Sarah to talk about how agen…

1 year, 8 months ago

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How to Create a Healthy Balance Between Work and Life
How to Create a Healthy Balance Between Work and Life

Episode 643

 

It can be difficult to manage the different aspects of our lives. In this episode, we cover how to recognize and prevent burnout, how to implement…

1 year, 8 months ago

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2025 ACA Open Enrollment Hits All-Time High
2025 ACA Open Enrollment Hits All-Time High

 

The Friday Five for January 24, 2025: Regulatory Freeze TikTok Ban Update Instagram Announces Edits Optimal Ambient Temperature for Seniors 2025 …

1 year, 8 months ago

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How Relationship Marketing Can Make the Difference in Your Agency
How Relationship Marketing Can Make the Difference in Your Agency

Episode 642

 

Engage your clients regularly and keep them coming back for more! Rob Oxenford joins Sarah to talk best practices and how switching your focus can…

1 year, 8 months ago

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