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CMS’s New Marketing Requirements for Medicare Advantage & Part D Plans

August 10, 2022

Due to a reported uptick in beneficiary complaints against third-party marketing organizations, the Centers for Medicare & Medicaid Services (CMS) has issued a rule imposing new marketing requirements on all third-party marketing organizations selling Medicare Advantage and Part D plans. The final rule has been published and the requirements will go into effect starting October 1st…

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Weather Considerations for Summer Special Events

July 18, 2022

  During the summer months there are many outdoor special events, such as concerts, festivals, fairs, and parades, just to name a few. It takes a lot of planning and effort to coordinate these events and you never know what the weather will bring. All the effort put into the event can make it tempting…

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Protect the Goose that Lays the Golden Eggs: Perpetuation Planning & Selling Your Agency

July 9, 2022

By: Judd Genda | Axley Attorneys The last several years have seen an unprecedented number of insurance agency purchase and sale transactions.  This flurry of activity has led to increased valuation and sale prices for agencies. Now is the time to make sure you have a plan to perpetuate your agency. A perpetuation plan will…

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Driver Safety in the Face of Brightness

June 16, 2022

You may be the safest, most responsible driver in the world, but there are two periods of the day that will always increase your chances of a serious driving mishap, regardless of your skills and driving experience. I’m referring to sunrise and sunset, the two parts of the day wherein the sun is directly impeding your…

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Annuities – Looking Out for the Consumer’s Best Interest

May 10, 2022

By: Robert Procter & Judd Genda | Axley Attorneys Governor Evers just signed into law a bill that will change the standards for selling annuities in Wisconsin from a “suitability” to a “best interest” framework. The best interest standard comes from model regulation advanced by the National Association of Insurance Commissioners (NAIC). To date, twenty…

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Weather Myths: What You Need to Know

April 13, 2022

As the temperatures begin to rise, severe storms start to make headlines around the nation. When I was growing up, I remember the weather myth that you should keep your windows cracked if a tornado is in your area to equalize the pressure. Is this true or a myth? Here are some of the common…

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