Medicaid II — How Much Do You Know?

If you deal with Long Term Care, you may think you know Medicaid. But slow down and ask yourself how much you really know – particularly since almost any LTC discussion includes that particular state’s LTC partnership criteria as well.

In the second  of two pieces on Medicaid, we’ll look at Income, Transfer of Assets and Avoiding Spousal Impoverishment today. As stated before, it can be dry and tedious, but your clients need to be aware of how it works and that means you have to know as well.

Continue reading “Medicaid II — How Much Do You Know?”

Friday Frenzy: Maybe it’s Time for Serious LTC Education

A lot has been said and written about the Long Term Care industry and where it’s going.

Industry titan Genworth – by its own admission on earnings call in February – is putting all its energy and resources into righting its LTC ship. John Hancock just created and distributed a 12 page tome that declares that LTC is an industry in transition and asserts that Hancock is leading the way through the transition – with a product containing more moving parts than the space shuttle.

Continue reading “Friday Frenzy: Maybe it’s Time for Serious LTC Education”

Branding an Ongoing Part of Online Success


Why is branding so important in today’s insurance environment?

There are multiple reasons according to Agent Review CEO and branding authority Jonas Roeser. Roeser will present open this subject during next week’s event.

For more information on the event and a fabulous free registration offer, go to

Continue reading “Branding an Ongoing Part of Online Success”

New IRS Form Creating Concern

One word – if you will – is causing plenty of consternation this tax season. It has agents, brokers, employers and consumers scratching their heads.

1095-C. That’s the IRS designation for the employer-based health insurance coverage notification. It’s causing the biggest commotion since the IRS created the W-2 20-some years ago and it’s creating lots of questions.

Workers are supposed to use the notices to document whether or not they have the kind of minimum essential coverage needed to avoid paying the PPACA penalties imposed on the uninsured and underinsured.

Continue reading “New IRS Form Creating Concern”

Insurance Summit Offers Unique Opportunity

Great, working ideas to use in the insurance sector can sometimes be hard to find. But thanks to an innovative thought process and a new online format, you can cherry pick from the best and the brightest for two weeks in April. is presenting an online event that makes innovative, needed content available to you right now.

Continue reading “Insurance Summit Offers Unique Opportunity”

Friday Frenzy Blog — Working For The Weekend


As the week winds down, we often find ourselves in a bit of a frenzy as we hurry toward closing time and getting the weekend started properly.

A few things to keep in mind along the way:

Missed Tax Deductions: Most agents are self employed contractors. Don’t forget these potential tax deductions as that favorite time of the year draws near:

Continue reading “Friday Frenzy Blog — Working For The Weekend”