This episode of the Broker Link podcast discusses the upcoming Life Symposium on May 20 at the new Flower Mound office.

Chris Newberry and Crystal Bustillos from the Life team highlight new features like the Vive platform for term insurance, which allows agents to run quotes and apply directly. The symposium will cover various life insurance products, including term, IUL, long-term care, final expense, and worksite products.

It will feature presentations from carriers and other partners, with a fast-paced schedule and a working lunch. Registration is encouraged as space is limited.

Additionally, monthly webinars and custom partner program calls are available for further training and support.

To RSVP to the Life Symposium, click on this link: https://thebrokerageinc.com/training/life-symposium-dfw/

Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com.

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Marketing & Sales Strategies to Maximize Event Success 

In this episode of Broker Link, Cynthia Rosales, Regional Sales Director at The Brokerage Inc., with 28 years of experience in Medicare sales, discussed the importance of differentiating between sales and educational events, emphasizing the need for reporting in sales events.

She advised choosing venues where seniors gather, such as restaurants or senior centers, and securing dates consistently. Rosales recommended a budget under $15 per person and highlighted the significance of national marketing during AEP (August-December). She suggested scheduling events 21 days in advance and maintaining consistency for six months. Rosales also stressed the importance of being compliant, using the correct language, and being confident in product knowledge.

With years of experience in the field, Cynthia offers practical, actionable tips to help agents and teams host successful, high-impact events.

Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com.

Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

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What Agents Really Want from an FMO 

In this episode of Broker Link, Trey Owens from The Brokerage Inc. sits down with experienced agent Lewis to explore what truly matters to agents when choosing an FMO (Field Marketing Organization).

Louis shares valuable insights from the field, warning agents to steer clear of FMOs offering “free leads”—often a red flag for low-quality support. Instead, he stresses the importance of partnering with an FMO that provides real value, including carrier connections, community involvement, and growth support.

Trey highlights how The Brokerage Inc. delivers on these needs through: ✅ Recruitment assistance ✅ Financial marketing tools ✅ A powerful broker dashboard for training and tracking sales

Both emphasize that consistent training and responsive support are key to helping agents succeed.

Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com.

Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

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Website:  https://thebrokerageinc.com/ 

In this episode of Broker Link, Cristal Bustillos with The Brokerage Inc. Life team dives into the critical role of life insurance in legacy planning.

She breaks down how it helps manage estate taxes, facilitates charitable giving, and ensures a smooth wealth transfer.

Cristal also explains how life insurance provides liquidity for illiquid assets like family farms or businesses, helping families avoid financial strain. Plus, she highlights how it can bypass probate, saving time and legal costs.

Crystal encourages agents to take action by attending our legacy planning workshops in April and starting meaningful conversations with clients about their future goals.

Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com.

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Website:  https://thebrokerageinc.com/ 

The Brokerage Inc. is so excited to announce Yunior Santana is joining the company as a new Regional Sales Director in Florida.  Yunior is an experienced agent and agency owner in the Miami area and is a great addition to our sales team.  Yunior takes over for Carl-Philippe Denis, who has been promoted to Senior National Sales Director.

In this episode of The Broker Link, get to know Yunior and what he brings to the Brokerage team and the state of Florida.

Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com.

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In this episode of Broker Link, we’re joined by Mike Smith for an inside look at the NABIP Capitol Conference in Washington, D.C. This annual event brings together insurance professionals to discuss legislative updates and advocate for policies that impact Health and Medicare agents.

Mike shares key takeaways from the conference, including discussions on regulatory changes, industry challenges, and what agents need to know moving forward. Whether you’re a seasoned professional or new to the industry, this episode provides valuable insights into the future of healthcare policy.

To learn more about NABIP, visit www.nabip.org look for the tab "your voice matters" and sign up to have your voice heard in this industry. Partner with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com.

Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

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As expected, the new administration is proposing changes to the ACA Marketplace.  CMS, the Centers for Medicare & Medicaid Services, has issued the "2025 Marketplace Integrity and Affordability Proposed Rule," and we are breaking it down.

In this episode of The Broker Link, we talk with The Brokerage Inc. Health Director of Operations, Belynda DiCiaccio, about what these proposed changes could mean for the ACA Marketplace.

Some of the topics include:

• Strengthening Income Verification
• Modifying Eligibility Redetermination Procedures
• Implementing Pre-Enrollment Verification for SEPs
• Adjusting the Open Enrollment period
• And more!

Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com.

Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

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Do you understand how group life insurance works?  In this episode of The Broker Link, Cristal Bustillos from our Life team shares insights into how group life insurance works.  She will also explain ways The Brokerage Inc. can help you grow your business with life insurance. 

We have a list of webinars and trainings on our website that can directly assist you.  Click on this link for more information: https://thebrokerageinc.com/event-type/life-insurance 

Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com.

Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

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Website:  https://thebrokerageinc.com/ 

In this episode of the Broker Link Podcast, Executive Vice President at The Brokerage Inc., Josh Slattery discusses the future of Medicare post-2025 AEP, focusing on industry trends and the impact of the new presidential administration.

Other topics discussed include the potential changes to the Value-Based Insurance Design (V-BID) program, which simplifies eligibility for benefits based on income rather than specific chronic illnesses.  

If you haven't listened to Part 1, click here first. 

Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com.

Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

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Website:  https://thebrokerageinc.com/ 

If you are all taking a beat after the 2025 Medicare AEP, you are not alone.  But as we look back, we see a lot of positives.  In this 2025 recap episode, The Brokerage Inc. Executive Vice President, Josh Slattery discusses the highlights.  

Some highlights include; a 36% year-over-year growth, with UnitedHealthcare leading with 1.2 million enrollments. The conversation also covers the impact of the Inflation Reduction Act on standalone Part D members and the importance of D-SNP enrollments. 

The podcast also touches on the challenges of retention, the potential impact of the new administration on Medicare Advantage, and the importance of targeting the turning 65 demographic and the chronic market for future growth.

Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com.

Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

Join our Community!

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Website:  https://thebrokerageinc.com/