Treasury and the IRS released sample forms and proposed procedures for direct rollovers on August 12, 2026. It is optional, it does not cover IRA-to-IRA, and it is open for comment until October 23. Here is the agent-level read on what Notice 2026-49 actually does to your pending transfer cases.
Independent or LOA? Most agents sign a contract without ever being shown the other path. A straight comparison of both structures, the compensation ranges, what comes with the platform, and the four questions to ask any FMO before you sign.
Costco and SCAN Health Plan announced a jointly branded Medicare Advantage partnership on August 18, 2026. Here is what was confirmed, what was not, and the five-step verification protocol that makes an agent worth more than a display rack.
AEP runs 54 days. The agents who don't drown in it didn't get faster - they got systematic in September. Three systems to build before October 15, grounded in the Agency Engineer Medicare script and the CMS 2027 calendar.
A SECURE 2.0 provision took effect at the end of 2025 and the IRS raised the 2026 LTC deduction limits. Here's what changed and how independent agents turn it into client appointments without giving tax advice.
Viral reels feel good; boring marketing pays. The revenue-first playbook for agency owners and independent agents — grassroots, email, SMS, and paid social, all aimed at your ideal client and the only metric that matters: revenue.
An objection isn't a no — it's where the sale starts. A look inside the Agency Engineer sales script: how our agents overcome objections, stay on the phone, and earn the business. Get the full playbook when you contract with us.
If you’ve ever gotten ghosted after sending a life insurance quote—or had a prospect say, “Let me think about it” and then disappear—this blog is for you.
If you’ve ever found yourself fumbling to explain why someone should own life insurance—or worse, diving into product details before the client even understands the need—this blog will change everything for you.
Most agents treat Medicare as a one-and-done sale. But what if your Medicare review could open the door to three additional policies per household—without being pushy or salesy?