Have you ever wondered how Medicare agents grow their business and keep their clients coming back year after year? Sometimes it's not about big ads or marketing campaigns. Instead, it comes down to relationships, and finding the right partners and building trust. Day by day.

Today, we're talking about provider referrals:

• Why identifying the right providers can change your business
• How everyday connections can turn into your best sources of growth
• The steps to nurture trust, not just get names on a list

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Strengthen your practice! In this episode, founder of Marina Village Medicine, Dr. Jagmohan S. Khaira discusses his success in nurturing relationships. He believes in building a strong core between each patient and doctor to consistently deliver high-value healthcare.

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Medicare is complicated, and every year brings new challenges for those helping seniors choose the best health plan. SCAN Health Plan is a nonprofit that has been serving Northern California with a different approach—prioritizing community, stable benefits, and real customer service.

Today, the team behind SCAN’s local success joins Erin to talk about:

• What it means to be a nonprofit Medicare Advantage plan
• How star ratings affect seniors’ benefits
• Unique ways SCAN supports members and agents all year

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*This episode originally aired on October 16, 2023.

These are the warning signs you should know. In this educational Provider Spotlight, Dr. Gary Huang, shares his journey in cardiology and supporting heart-healthy lifestyles. Dr. Gary is board certified in Internal Medicine, Cardiovascular Disease, Echocardiography, Nuclear Cardiology, and Cardiovascular Computed Tomography. Get the exact advice he tells his real-life patients!

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What does it really mean to stay compliant in Medicare sales? Sometimes, we hear about changes to broker compensation, new rules for sharing beneficiary information, and best practices for telephonic selling.   But what do these updates mean for agents, FMOs, and beneficiaries? 

Shelley Segal has spent decades navigating Medicare compliance and working with organizations, agents, and health plans to build better, safer practices for everyone involved. She’s here to walk us through:

• What’s changing with CMS final regulations

• Securing and sharing beneficiary data the right way

• Avoiding common mistakes that could put a business at risk

Learn more about Segal Medical Experts here.

Contact Shelley at [email protected].

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#12: The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. Guest Shaini E. Lewis is an amazing Business Development Director with Ascendant Wealth Management Group. She’s committed to delivering exceptional service and helping you reach your financial goals. Ready to learn more about retirement prep?

This episode is sponsored by Aetna.

 

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#11: Put some pep in your prep! Medicare plans are made easy with this value-packed conversation breaking down everything you need to know about compliance. Backed by over 20 years of experience, CEO Shelley Segal chats with Erin about critical updates to your healthcare coverage. Plan for a healthy new year; listen today!

 

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This episode is sponsored by SCAN.

 

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#10: Hey, Retiree! With almost 3 decades of experience in the health, annuity and life insurance worlds, Eric Imbuelten is here to help you level up your wealth management. He is the founder and CEO of A.E.I. Financial Strategies Inc. In this inspiring episode, Eric shares his expertise so you can enjoy a vivacious future rich with steady, sustainable growth.

 

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#9: Truly do no harm. In this episode, Sharon Jhawar, CVP & Chief Pharmacy Officer, discusses her inspired career in the pharmaceutical space. From the business side to personal care, she’s been with SCAN Health Plan the past 20 years helping to manage, support and directly serve senior patient healthcare.

 

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Learn more about Erin's company, Black Point Insurance here.

#8: Strengthen your practice! In this episode, founder of Marina Village Medicine, Dr. Jagmohan S. Khaira discusses his success in nurturing relationships. He believes in building a strong core between each patient and doctor to consistently deliver high-value healthcare.

 

Explore Dr. Khaira’s website here.

 

Follow Erin's company, Black Point Insurance, on Instagram here.

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Learn more about Erin's company, Black Point Insurance here.