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Agent Survival Guide Podcast - Medicare MSA 101 featuring Jim Handlan of Lasso Healthcare

Medicare MSA 101 featuring Jim Handlan of Lasso Healthcare

04/16/20 • 65 min

Agent Survival Guide Podcast
Have questions about selling Medicare Medical Savings Accounts (MSA) Plans? This bonus episode of our ASG Podcast has your answers! We sat down with Jim Handlan, President of Lasso Healthcare, to pick his brain on all things Medicare MSA-related. Mentioned in this episode:

Lasso Healthcare Official Site

More episodes you’ll like:

From HSA to MSA: Facts for a Smooth Switch

Help your clients make the move from HSA to MSA! Learn the rules surrounding Medical Savings Accounts, the differences from a Health Savings Account, and how to get started selling MSA!

Medicare MSA Plans & Hospital Indemnity Insurance: The Perfect Pair

Learn how Medicare MSA and hospital indemnity insurance pair up to create a dynamic duo! Trust us, you don’t want to leave these plans out of your portfolio this AEP!

Selling Medical Savings Accounts with Lasso Healthcare MSA

Introducing Lasso Healthcare! Ritter Insurance Marketing President, Craig Ritter talks with Jim Handlan, President of Lasso Healthcare about all things MSA. Learn everything you need to know about Medical Savings Accounts, their history, what's different now, how to sell an MSA, who to pitch this product to, and more!

The latest from Ritter’s Blog:

2020 State of the Senior Market: In Review

Craig Ritter, president of Ritter Insurance Marketing, once again gave his annual State of the Senior Market address, but this year, with a little twist. Rather than one long webinar, his address was broken into a four-part video series. We took the highlights from each episode and put them all in one place - this article!

How to Successfully Set SMART Goals

Setting goals is great way to keep your business on track with a clear path ahead. We recommend setting goals at the beginning of each plan year to help you flourish in the year to come.

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The COVID-19 virus has effectively changed the way the United States operates for the foreseeable future. With business closures and travel restrictions, the potential to harm small businesses like insurance agencies is obvious and potentially devastating. But, with the right combination of planning and flexibility — and a dash of help from your friendly FMO — it doesn’t have to derail your agency’s productivity.

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Google Podcasts

Overcast

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Spotify

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Connect on social:

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Have questions about selling Medicare Medical Savings Accounts (MSA) Plans? This bonus episode of our ASG Podcast has your answers! We sat down with Jim Handlan, President of Lasso Healthcare, to pick his brain on all things Medicare MSA-related. Mentioned in this episode:

Lasso Healthcare Official Site

More episodes you’ll like:

From HSA to MSA: Facts for a Smooth Switch

Help your clients make the move from HSA to MSA! Learn the rules surrounding Medical Savings Accounts, the differences from a Health Savings Account, and how to get started selling MSA!

Medicare MSA Plans & Hospital Indemnity Insurance: The Perfect Pair

Learn how Medicare MSA and hospital indemnity insurance pair up to create a dynamic duo! Trust us, you don’t want to leave these plans out of your portfolio this AEP!

Selling Medical Savings Accounts with Lasso Healthcare MSA

Introducing Lasso Healthcare! Ritter Insurance Marketing President, Craig Ritter talks with Jim Handlan, President of Lasso Healthcare about all things MSA. Learn everything you need to know about Medical Savings Accounts, their history, what's different now, how to sell an MSA, who to pitch this product to, and more!

The latest from Ritter’s Blog:

2020 State of the Senior Market: In Review

Craig Ritter, president of Ritter Insurance Marketing, once again gave his annual State of the Senior Market address, but this year, with a little twist. Rather than one long webinar, his address was broken into a four-part video series. We took the highlights from each episode and put them all in one place - this article!

How to Successfully Set SMART Goals

Setting goals is great way to keep your business on track with a clear path ahead. We recommend setting goals at the beginning of each plan year to help you flourish in the year to come.

Guiding Your Agency Through COVID-19

The COVID-19 virus has effectively changed the way the United States operates for the foreseeable future. With business closures and travel restrictions, the potential to harm small businesses like insurance agencies is obvious and potentially devastating. But, with the right combination of planning and flexibility — and a dash of help from your friendly FMO — it doesn’t have to derail your agency’s productivity.

Subscribe & Follow:

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

Connect on social:

Facebook

Twitter

YouTube

LinkedIn

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The COVID-19 virus has effectively changed the way the United States operates for the foreseeable future. With business closures and travel restrictions, the potential to harm small businesses like insurance agencies is obvious and potentially devastating. But, with the right combination of planning and flexibility — and a dash of help from your friendly FMO — it doesn’t have to derail your agency’s productivity.

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Next Episode

undefined - More People Working Past Age 65 – What It Means for Agents Selling Medicare Plans

More People Working Past Age 65 – What It Means for Agents Selling Medicare Plans

 

What does Medicare look like for your clients working past age 65? This is one of the most common questions we get from insurance agents. And we've got answers! Learn how to help clients enroll in Medicare when they plan to continue working. We'll even cover how to help a client that's already on Medicare who wants to "unretire" and rejoin the workforce! You don't want to miss this episode of our ASG Podcast!

 

Read the text version.

 

Mentioned in this episode:

 

4 Perks of Being a Part-Time Insurance Agent

4 Tips for Making a Better Insurance Sales Pitch

Am I Eligible for Medicare?

Labor force projections to 2024: the labor force is growing, but slowly

More older Americans are “unretiring”

Should I Enroll in Medicare When I’m First Eligible

Should I get Parts A & B?

Social Security Field Office Locator

Staying Ahead of the Curve 2013: The AARP Work and Career Study

What is the Social Security Retirement Age?

Where can I buy Medigap?

Your Clients May Not Be Automatically Enrolled in Medicare

 

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The Value of Staying in Touch with Clients

Why is client retention so important for insurance agents? How do you know where to start? We talk about the why and give you some practical tips to help you retain your Medicare clients.

 

The latest from Ritter’s Blog:

 

Guiding Your Agency Through COVID-19

The COVID-19 virus has effectively changed the way the United States operates for the foreseeable future. With business closures and travel restrictions, the potential to harm small businesses like insurance agencies is obvious and potentially devastating. But, with the right combination of planning and flexibility — and a dash of help from your friendly FMO — it doesn’t have to derail your agency’s productivity.

How to Successfully Set SMART Goals

Setting goals is great way to keep your business on track with a clear path ahead. We recommend setting goals at the beginning of each plan year to help you flourish in the year to come.

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The COVID-19 virus has effectively changed the way the United States operates for the foreseeable future. A compilation of information from the carriers Ritter supports regarding their capacity to continue operations during the COVID-19 pandemic.

What Agents Can...

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