Video Summary
In this webinar, learn how to maximize opportunities in the health insurance market outside of open enrollment. Discover strategies for identifying and enrolling clients during Special Enrollment Periods. Explore key life events that trigger an SEP and find out how to leverage carrier incentives and cross-selling to boost your earnings. Learn how strengthening your relationship with your clients can enhance your future sales.
Timestamps
(1:10) What is SEP?
What a SEP is, qualifications
(7:16) Poverty Guidelines
Guidelines chart
(11:35) Marketing
Where to market
(14:21) Follow Ups
Data matching, carrier incentive for clients, autopay
(20:36) Staying in Touch
Discuss ancillary plans to fill in the gaps, ways to stay in touch with your clients
(24:48) Taxes
Tax forms
(26:14) SEP Alternatives
Short term major medical, limited benefits
(28:55) Resources
Brokerage Bucks, trainings, contact information
