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May 26, 2026 Comparison

1099 IMO vs W-2 captive — comp structure, persistency, retention, and tax exposure tradeoffs every FE agency owner has to make.

May 25, 2026 Best Practices

Chargebacks eat 20–40% of new-business commission for under-managed FE agencies. Agency-level operational controls — not agent training.

May 24, 2026 Best Practices

13-month persistency below 75% kills agency commissions; agency-level (not agent-level) levers for moving the number.

May 23, 2026 Best Practices

Most FE agencies grow on referrals; a structured recruiter-led pipeline is what scales 5 → 50 agents.

May 22, 2026 Best Practices

6–8 attempts over 21 days hits roughly 80% of contactable seniors. A cadence framework for agency principals tuning per-source touch counts.

May 21, 2026 Best Practices

April through September is when smart agencies recruit, train, and optimize tech. A month-by-month tactical playbook for agency owners.

May 20, 2026 Compliance

Every piece of Medicare marketing collateral needs CMS pre-approval; how multi-state, multi-carrier agencies centralize the workflow.

May 19, 2026 Compliance

CTM ratio is the single most carrier-relationship-impacting metric in Medicare; how to track agency-wide and intervene before contracts get pulled.

May 18, 2026 Compliance

TPMO disclaimer failures rank as a top-3 finding in CMS audits. An agency-wide deployment framework that survives auditor scrutiny.

May 17, 2026 Best Practices

Agencies running 20+ hours of pre-AEP mock calls see 15–20% higher AEP close rates. A program design framework for agency principals.

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