Time to Plan

Time to Plan

Happy Tuesday, and welcome back to another edition of Tidbit Tuesdays! I know it feels like we’re jumping ahead, but Open Enrollment is already on the horizon, and there’s a crucial change this year that I want to make sure you’re aware of. It is...
Training Day

Training Day

Hey everyone, happy Tuesday! It’s time for another Tidbit Tuesday, and since it’s September, that means I’m deep into training season. This month is all about attending webinars, in-person gatherings, and training sessions presented by insurance companies to get up to...
Just Because

Just Because

This week, I had an experience with a client that I feel compelled to share. It’s an issue I’ve touched on before, but since it happened again with a different client, I believe it’s worth discussing to help others avoid the “just...
Info Needed

Info Needed

Let’s talk a little bit about my process and why getting all the info I need upfront is the best way to go. I get a lot of questions or inquiries about providing health insurance. I think most people don’t realize it is not as simple as “I need health insurance...