Best Aep Podcasts (2024)

1
Medicare Carrier Rollouts and Updates on Part D 19:12

4h ago19:12

19:12

Send us a Text Message. Insurance 360 dives into what we know about Part D for 2025. Now that the Final Rule has been put on hold, will Part D be commissionable? What about renewals? 2025 AEP could have more disruption than any AEP we've seen before!By Pinnacle Financial Services

1
Real Stories, Real Advice: Lessons from the Field Part 2 20:43

1h ago20:43

20:43

Dive 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 …

1
Balancing Business and Life: Joanna's New Personal Assistant 34:20

3h ago34:20

34:20

# Balancing Work and Life: The Key to Business Success Running a business is a challenging endeavor, especially when personal responsibilities start to pile up. In this episode of "Insurance Business Babes," our hosts Kathe Kline and Joanna Wyckoff delve into the importance of hiring help to maintain a healthy balance between personal and business …

1
Breaking Down the 2025 Final Rule and Its Implications 29:22

8h ago29:22

29:22

Send us a Text Message. Change is certainly the norm in the insurance industry. In our latest podcast, hear how the Court Stay on the 2025 Final Rule will impact Medicare Advantage and Part D. You won't want to miss this episode to see how you can continue to increase and manage your insurance business in an ever-changing environment.…

1
Real Stories, Real Advice: Lessons from the Field 35:33

4h ago35:33

35:33

Dive 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 c…

1
Streamline Your Medicare Process with your own T65 Video 32:14

42m ago32:14

32:14

### Creating Impactful T65 Videos: A Must for Medicare Agents **The Evolution of Video Content in the Insurance Industry** In the latest episode of "Insurance Business Babes," hosts Joanna Wyckoff and Kathe Kline delve into the transformative power of video content for insurance professionals, particularly those focusing on Medicare. Kathe shares h…

1
Networking Strategies for Medicare Agents 29:11

16d ago29:11

29:11

Step 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 wo…

1
Safeguarding Your Insurance Legacy: Keith Nabb's Tips for Effective Succession Planning 41:08

5d ago41:08

41:08

In the latest episode of "Insurance Business Babes," hosts Joanna Wyckoff, and Kathe Kline, along with guest Keith Nabb, delved into the intricacies of succession planning, offering invaluable advice for insurance professionals facing the challenge of passing on their business. ## The Necessity of Succession Planning Succession planning is pivotal …

1
Special Announcement: Pinnacle's Championship Series! 3 Cities, 3 Dates, Endless Opportunities 13:00

10d ago13:00

13:00

Send us a Text Message. In this episode of Insurance 360, we are thrilled to announce the upcoming Pinnacle Championship Series of events! Join us as we reveal the exciting details and dates for three major events at iconic venues: MetLife Stadium on August 29th, Citizens Bank Park on September 19th, and Nissan Stadium on September 26th. These even…

1
Three MORE Ways to Make People Like You (Part 2) 24:55

11d ago24:55

24:55

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 abou…

1
Inflation Reduction Act- Changes to Medicare Part D 21:40

27d ago21:40

21:40

Send us a Text Message. In this episode, we're taking a close look at the Inflation Reduction Act and its big changes to Medicare Part D. Join us as we unpack the major updates and chat about the impact on premiums, formularies, agent commissions, and more. Remember, the impact on Part D will also impact Medicare Advantage plans. Co-pays, deductibl…

1
Mastering Client Retention: Strategies for Medicare Success in 2025 28:18

18d ago28:18

28:18

Discover 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 s…

1
Are you treating your insurance business like a business? 38:35

26d ago38:35

38:35

In today's episode, we're diving into a range of crucial topics that every insurance agent—and anyone running their own business—needs to hear. First, we'll talk about the importance of having reliable representation and being aware of potential pitfalls in legal services. We then shift gears to explore the various industries we've worked in throug…

1
Advanced Planning: Long Term Care with Doug Shellabarger 14:05

24d ago14:05

14:05

Doug Shellabarger CLU, ChFC, is an Independent Financial Advisor who sells long-term care. He has worked in this field for 30 years. He tells us what you need to know about long-term care if you are on Medicare. Thanks for listening! Connect with Doug below. Thanks again! Cell: (727)512-6700 Email: doug@innovateyourinsurance.com Website: www.innova…

1
Navigating Medicare 2025: Final Rule Insights, AEP Updates, and Ancillary Health Sales Conversation 26:31

24d ago26:31

26:31

Send us a Text Message. Welcome back to another episode of the Insurance 360 Podcast! Today, we're going to dig into what's new with Medicare for 2025. We'll break down the Final Rule and talk about what it means for everyone involved - from insurance companies to agents to the beneficiaries who use Medicare. Plus, we'll go over all the important s…

1
Three Ways To Make People Like You (Part 1) 26:41

1M ago26:41

26:41

Join us today as we talk about three ways to make people like you.By Raul Gonzalez, Oscar Ibieta

1
Preparing for AEP: Early Certifications and Effective Client Communication Strategies 35:25

1M ago35:25

35:25

This year it's going to be very important to stay ahead of things. In the latest episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff dive deep into the nitty-gritty of AHIP certifications, offering invaluable insights and actionable tips for insurance agents. As many of you know, AHIP certifications are crucial for agents to…

1
Hidden Insights on Medicare Supplements Every Agent Should Know 29:36

1M ago29:36

29:36

Dive 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 ex…

1
Using AI and CRMs to Optimize Client Care and Business Operations 35:33

1M ago35:33

35:33

## Leveraging Technology to Elevate Your Insurance Business In the latest episode of *Insurance Business Babes*, hosts Kathe Kline and Joanna Wyckoff delve into the power of technology and the importance of meticulous client interaction records within the insurance industry. Here are the critical insights from their discussion. ### The Power of CRM…

1
Unlocking The Secrets to Better Relationships. 31:07

1M ago31:07

31:07

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' i…

1
Adapting to CMS changes for 2025 46:04

1M ago46:04

46:04

## Understanding the Challenges Faced by Insurance Agents Hosts Kathe Kline and Joanna Wyckoff, along with guest Angela Palo, delve into the multifaceted challenges insurance agents face in today's evolving regulatory environment. Their candid discussion sheds light on the intricacies of the insurance industry, highlighting the disconnection betwee…

1
Hosting Hit Medicare Seminars: Engage, Educate, & Excel 30:27

2M ago30:27

30:27

Dive 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 regula…

1
Tackling Insurance Scams with Ronnell Nolan of HAFA 43:52

2M ago43:52

43:52

In our latest episode, Joanna dives deep into the pressing issue of fraudulent practices in the insurance industry with the insightful Ronnell Nolan, president and founder of Health Agents for America (HAFA). 🔍 **Episode Highlights:** - Misleading Medicare ads promising benefits to those who don't qualify are being shut down, but fraudulent ACA ads…

1
Have Your Best AEP Yet: Early Prep For a Successful Season 29:06

2M ago29:06

29:06

This 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…

1
DAC- Navigating The Medicare Maze for Developmentally Disabled Adults 40:19

2M ago40:19

40:19

### Let's Break Down Medicare for Disabled Adult Children Hey folks, Joanna's not here today, but let's chat about something that doesn't get nearly enough spotlight – Medicare benefits for those with developmental disabilities. If this sounds like new territory, don’t stress. We had Cynthia McCluskey, major advocate and insurance pro, spill the te…

1
Navigating Medicare: Answering Agent FAQs Part 2 27:23

2M ago27:23

27:23

In 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 …

1
The Power of Proactive Client Attraction 30:00

2M ago30:00

30:00

In this episode of the podcast, hosts Kathe and Joanna discuss the challenges that insurance agents face in achieving success. They begin by examining a meme that one of Joanna's agents shared, which highlights the disparity between those who are eager to win and those who are willing to do what it takes to win. This sets the stage for a conversati…

1
Navigating Medicare: Answering Agent FAQs 24:33

3M ago24:33

24:33

This 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 …

1
Conference Dilemma: How to Determine Which Insurance Trainings Are Worth Your Time 25:52

2M ago25:52

25:52

Hosts Kathe Kline and Joanna Wyckoff provided valuable insights into the complexities of selecting and attending insurance training and conferences. From managing calendar commitments to understanding the relevance of different training sessions and the considerations involved in attending conferences, the hosts shared their expertise and experienc…

1
The Right Response: Mastering Customer Complaints 25:52

3M ago25:52

25:52

This 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…

1
Taking Control: The Shift from Employee to Owner Mindset 28:22

3M ago28:22

28:22

# The Balancing Act: Protecting Your Business and Managing Communications ## Safeguarding Client Data with CRM Platforms In the digital age, the backbone of a thriving insurance business is a robust Customer Relationship Management (CRM) system. However, as they articulate, it's not just about having a CRM; it’s about owning your data and ensuring …

1
Cultivating Change in Social & Environmental Justice, ft. Clayton Tschudy, San Diego Canyonlands 39:41

3M ago39:41

39:41

We're thrilled to host Clayton Tschudy, the Executive Director of San Diego Canyonlands. Clayton has over twenty years of experience dedicated to restorative landscape design in California. His expertise as a botanist includes native plant ecology of California and drought-tolerant landscaping. A recognized leader in habitat restoration, Clayton ha…

1
Ethical Selling: Navigating Medicare Sales with Integrity 27:38

3M ago27:38

27:38

Ethical 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…

1
Medicaid Waivers and other Out of the Box ideas for your clients 34:56

3M ago34:56

34:56

🎙️ Deep Dive into Medicaid Waivers, Prescription Assistance, and other ways to help your clients save money🎙️ 🔑 3 Key Takeaways: - 🏡 Community-Based Support: Medicaid waivers enable community-based care, preventing institutionalization and fostering at-home independence for those with severe disabilities or in need of 24-hour care. - 💉 Access to Me…

1
Allies in the Field: Redefine Competitor Relationships in Medicare Sales 25:46

3M ago25:46

25:46

In 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 rel…

1
Understanding Health Care Professionals' Concerns About Medicare Advantage Plans: Exploring Real Issues 26:49

3M ago26:49

26:49

In this episode of the Insurance Business Babes podcast, hosts Kathe Kline and Joanna Wyckoff delved into the contentious issue of why healthcare workers often dislike Medicare Advantage Plans. This discussion sheds light on the complexities and nuances involved in navigating the intricacies of healthcare coverage, particularly for senior citizens.…

1
The Medicare Divide: Understanding Advantage and Supplement Plans 31:36

4M ago31:36

31:36

In 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.…

1
Step Up Your Insurance Game with Tech Tools 37:55

3M ago37:55

37:55

This weeks podcast episode is all about the Tech Tools you should consider using. # Revolutionizing Insurance Business with Cutting-Edge Tech As a seasoned professional or a budding entrepreneur in the competitive insurance industry, staying abreast of the latest technological advancements is imperative for success. In today’s episode of Insurance …

1
Retain & Thrive 30:16

4M ago30:16

30:16

Welcome 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 w…

1
From Pass to Prep: How New Agents Can Hit the Ground Running 37:37

4M ago37:37

37:37

Here's a sneak peek of what this episode holds for you: 1. **Contract Quest: Shop Around!** Don't sign on the dotted line without shopping around first. Our hosts discuss why interviewing different agents and understanding their release policies are key steps for securing the most beneficial partnership for your budding business. 2. **Prenups of Bu…

1
Real Life Scenarios: Mastering Medicare Conversations Part 2 35:22

4M ago35:22

35:22

Continuing 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 off…

1
Tackling Procrastination: The Power of Accountability 31:32

4M ago31:32

31:32

This Week on the Podcast: Kathe and Joanna dive deep into the world of accountability coworking. They discuss how light white noise and camera presence during remote work sessions can make a significant difference in staying focused. Learn strategies from our hosts' personal experiences on how to keep your home office productivity on point. 🪞 Virtu…

1
Real Life Scenarios: Mastering Medicare Conversations 31:25

4M ago31:25

31:25

Join 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 …

1
Being an Organ Donor on Medicare with LifeQuest Organ Recovery Services Tammy Ward 15:31

4M ago15:31

15:31

Happy Spring! This season, we are talking with Tammy Ward, the Public Education Coordinator for LifeQuest Organ Recovery Services in the Pensacola Area. She discusses the importance of knowing if you are an organ donor. Connect with LifeQuest Organ Recovery Services: www.LifeQuestFla.org https://www.instagram.com/lifequestfla/ https://www.facebook.…

1
Are you prepared to Lose your FMO (or at least the benefits they provide)? 25:23

4M ago25:23

25:23

In our latest episode, "Are you prepared to lose your FMO?" Kathe Kline and Joanna Wyckoff delve deep into what it means to be autonomous in the unpredictable insurance business world. 👩‍⚖️ Takeaways from the Episode: 1. Backup Plans are Crucial: Start learning now—don't wait until the FMO rug is pulled out from under you. Being proactive can secur…

1
Medicare Telesales: A Chat with Victoria Cabrera 41:29

4M ago41:29

41:29

Join 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…

1
Making Every Conference Count: Valuable Lessons for Insurance Agents 42:21

4M ago42:21

42:21

Are you ready to sail into success? 🚢 Join Kathe Kline and Joanna Wyckoff as we anchor down this week's buzz-worthy topics on the "Insurance Business Babes" podcast. Here's a Snapshot of Our Latest Episode: 🚤 Potential Future Cruise Conference Buzz - We're on the edge of our seats too! The conference schedule is still under wraps, but we can barely…

1
Own Your Area: Agent's Guide to Local Dominance 29:15

5M ago29:15

29:15

In 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, c…

1
Exploring the Different Types of Veterans and Their Healthcare Options 36:06

5M ago36:06

36:06

In this episode, Joanna and Kathe tackle the confusion surrounding VA benefits and how they interact with Medicare plans. They explain that there are different types of veterans, some who did not receive retirement benefits and others who retired from 20+ years of service or were medically retired and receive TRICARE or VA healthcare. While TRICARE…

1
Scaling Your Medicare Business: Hiring Your First Admin 34:28

5M ago34:28

34:28

In 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…

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