Action Academy

There's no more 48-hour rule. And you no longer have to read your TPMO disclaimer within the first minute. So, what does an appointment look like nowadays?

We'll walk you through an entire compliant appointment in ten steps.  

 Part B givebacks are having a moment. After all, which of your clients wouldn't like a few extra dollars in their Social Security check each month?

But with a Part B giveback comes some increased financial exposure. We'll help you break down where that exposure comes from, and what you can do to offset it.