What's The Move? Part 4 Medicare Agent IQ podcast

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Content provided by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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Mind The Business: Small Business Success Stories

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Understanding Taxes as a Newly Formed Small Business - Part 2 of the Small Business Starter Kit 28:24

12 days ago28:24

28:24

In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

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What's The Move? Part 4

about a year ago 29:09

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Content provided by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In 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.

… continue reading

71 episodes

Medicare Agent IQ

Medicare Agent IQ podcast artwork

What's The Move? Part 4

Medicare Agent IQ

published about a year ago

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MP3•Episode home

Content provided by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Raul Gonzalez, Oscar Ibieta, Raul Gonzalez, and Oscar Ibieta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In 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.

… continue reading

71 episodes

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Go All In This AEP 30:36

24 weeks ago30:36

30:36

This 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!…

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What's The Move? Part 4 29:09

26 weeks ago29:09

29:09

In 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.…

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What's The Move? Part 3 28:12

27 weeks ago28:12

28:12

In 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.…

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What's The Move? Part 2 28:06

28 weeks ago28:06

28:06

On 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.…

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What's The Move? 31:56

29 weeks ago31:56

31:56

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!…

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Navigating Medicare: Answering Agent FAQs 2024 Part 2 32:45

30 weeks ago32:45

32:45

Join 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 a Successful Season…

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Navigating Medicare: Answering Agent FAQs 2024 30:51

31 weeks ago30:51

30:51

We'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.…

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Finding Your Why: Motivating Yourself for AEP Success 22:25

32 weeks ago22:25

22:25

In 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 success in the Medicare Annual Enrollment Period.…

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Getting Started in Medicare: A Step by Step Guide for New Agents 32:22

33 weeks ago32:22

32:22

Launching 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 looking to refine your approach, this guide sets the stage for your success in the Medicare field.…

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

34 weeks 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 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.…

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

35 weeks 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 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.…

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Networking Strategies for Medicare Agents 29:11

36 weeks 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 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 expand your reach but also deepen your community ties. Tune in to transform these connections into lasting benefits for your business.…

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

37 weeks 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 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 settings. Tune in to learn how to apply these principles and watch your social connections deepen.…

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

38 weeks 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 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.…

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

39 weeks ago26:41

26:41

Join us today as we talk about three ways to make people like you.

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