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June 8, 2026 Best Practices

60+ qualifying life events drive year-round ACA volume; how agencies build a SEP marketing system instead of waiting for OEP.

June 7, 2026 Best Practices

OEP runs Nov 1 – Jan 15. The capacity math for hiring, training, and ramping an OEP team — and when to start each phase.

June 6, 2026 Best Practices

Replacing a final expense agent costs $15–25K in hard plus soft costs. The math agency principals should run before defending or firing.

June 5, 2026 Best Practices

Systematizing annual reviews drives 25%+ cross-sell to other senior products. The review process every agency principal should run.

June 4, 2026 Best Practices

Research-backed model on senior decision-making — slower, trust-driven, repetition-required. How agencies design training around it.

June 3, 2026 Comparison

Real unit economics with assumptions transparent — not vendor marketing. Cost per dial, cost per quote, cost per placement, by source.

June 2, 2026 Compliance

State-by-state suitability and replacement rules; what compliance officers must track when running a multi-state FE book.

June 1, 2026 Best Practices

A 6-touch cadence over 14 days outperforms 3-touch on senior contact-rate decay. The data, the schedule, and the agency-level enforcement.

May 31, 2026 Best Practices

Per-agent rebuttal-reinvention is a quality and consistency disaster. How agencies centralize, version, and update objection responses.

May 30, 2026 Best Practices

A graded-heavy book is a chargeback risk; a day-1-heavy book is a placement-rate problem. The right mix protects margin.

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