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Agent Guide to Marketplace Advertising and Marketing Compliance

PSM Brokerage

As an agent, broker, or web-broker, you are tasked with connecting individuals and families with the health insurance they need, all while adhering to strict compliance guidelines. Fair Competition: Compliance creates a level playing field for agents and brokers. Do: Clearly state eligibility requirements for SEPs.

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Guide to Preparing Your Medicare Book of Business for Sale

Redbird Agents

This includes any contracts with agents, partners, or referral sources, as well as insurance carrier agreements. This protects your ownership stake and makes the sale process smoother. An experienced business broker and CPA can help guide you through the process, ensuring you get the best deal.

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Landlord Insurance in Chicago, Illinois: Everything Brokers and Property Owners Need to Know

Distinguished

For brokers and agents, understanding landlord insurance in Chicago is crucial for helping clients safeguard their investments while expanding business opportunities. Distinguisheds coverage options, cost factors, and tailored solutions are designed to protect Chicagos property owners.

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Medicare Scope of Appointment Form Download

PSM Brokerage

The Scope of Appointment (SOA) process is a crucial aspect of Medicare marketing and sales activities designed to protect the interests of Medicare beneficiaries and ensure compliance with regulations. Protects beneficiaries by ensuring they only receive information they've agreed to hear about. When is an SOA Required?

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Understanding the Agent, General Agency, and Carrier Relationship: A Guide for New Brokers

Word & Brown

Why Brokers Partner with a General Agency? Lets look at how an agent/GA relationship works and how a GA can work on your behalf in dealing with carriers and plan administrators. Brokers today more than at any time previously face multiple challenges. But you are still able to remain independent and operate on your own.

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Key Strategies for Protecting Your Collection

Distinguished

How to Mitigate Risks Proactively Protect people first, property second. Notify your insurer and broker as soon as possible, detailing how, when, and where the loss occurred and what property may be damaged. Take all reasonable steps to protect yourself from further damage. Strategies for keeping people safe?

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How to become an insurance agent? Ultimate guide

Friendly Agent

The movie tackles the lives of stockbrokers and also talks about the life of their partners, insurance agents. When you think you would be able to find valuable satisfaction in life when you help protect the security and well-being of people dear to you, the career as an insurance agent is very fulfilling. Here we go.