News & Blog

Aetna Updating Heart Attack or Stroke Plus Plans in New Mexico

Due to new regulatory requirements from the New Mexico Department of Insurance, Aetna will be withdrawing the current Cancer and Heart Attack or Stroke Plus product in New Mexico. Existing policyholders are not impacted by this change.

Virginia Recovery Care Plans Coming This Week!

Coming soon to a state near you - it's Recovery Care Plans in the state of Virginia!

How to Assist Your Clients During Tax Season

One way to nurture a good relationship with your clients is to help them with things throughout the year. An example of this would be helping them understand their taxes!

To ensure that you have everything you will need to best serve all of your clients in this tax season, the Centers for Medicare & Medicaid Services (CMS) have developed numerous tax related resources for agents; as well as for brokers. 

During tax season, you may not assist clients with filing taxes. The exception to this, of course, would be if you are a licensed tax professional, in which case you may. If you aren't, you can still help them in other ways. For instance, you may do any of the following:

  • Help your clients understand what a Form 1095-A is and what it means as they prepare their taxes. 
  • Help your clients understand the timing for receiving a Form 1095-A, what to look for in the mail, and remind them that it is an important tax document. 
  • Show your clients how to access their Form 1095-A in their online accounts — or if you are using an approved EDE partner’s website, you can download a copy of your client’s tax forms and provide these to them directly. 
  • Ensure your clients are aware of the potential implications of not providing accurate and up-to-date information on their Marketplace application, and the implications of not reconciling advance payments of the premium tax credit (APTC) for prior years. 
  • Help your clients understand how to reconcile their APTC with the premium tax credit (PTC) allowed based on their earned income. 

To help you better assist your clients during tax season, CMS has prepared the following resources for Marketplace agents and brokers: 

Do you have any questions? Check out CMS's FAQs for Agents and Brokers website or contact the Agent/Broker Email Help Desk at This email address is being protected from spambots. You need JavaScript enabled to view it..

Atlantic Coast Life: Building a Prosperous Future with Annuities

Building a Prosperous Future with the Safe Haven Annuity and Safe Harbor Annuity! 


In today's unpredictable financial landscape, predictability is priceless. For clients who prioritize a conservative approach to planning for their retirement future, the Safe Haven Annuity and Safe Harbor Annuity can be an excellent option.

While the rate guarantee maximizes clients' rates, the 3-year and 5-year durations offer some of the most competitive non-fee-based MYGA interest rates in the annuity market, according to Annuity Rate Watch. See their current rates below. 

Update: Cigna Announcement regarding Orlando Health Network In Florida

UPDATE: Orlando Health will remain in Cigna's Medicare Advantage network in Florida!

After productive negotiations with Orlando Health in Florida, Cigna is happy to announce that they will remain in their Medicare Advantage network! This includes all Primary Care Physicians (PCPs), specialists, ancillary providers, and the hospital system.

Disaster Special Election Periods in AL, AR, CT, KY, NY, and TN

This is an important announcement for agents with customers in Alabama, Arkansas, Connecticut, Kentucky, New York, and Tennessee and for those with business in these states. The counties below are under a federal or state designated SEP due to an emergency.


Main Office:
2401 Sardis Road North, Suite 110
Charlotte, NC 28227

Texas Office:
9441 Lyndon B. Johnson Fwy Suite 512
Dallas, TX 75243

Mississippi P&C Office:
180 Canal Place
Philadelphia, MS 39350

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