March Newsletter: Important Dates
March 17: Happy St. Patrick’s Day! 
March 31:
Last Day of OEP
April 1:
Lock-In Period Begins, Find those SEP’s
April 3: Good Friday – UIG Offices are Closed 
April 5: Happy Easter!
April 6: April National Call – Click to Register

Carrier Highlight: Aetna SSI

During our March National Call, we welcomed special guest Dan Memory from Aetna Senior Supplemental Insurance (SSI), who shared valuable insights into the Aetna SSI product portfolio and how agents can use these solutions to better serve clients while growing their business.

Aetna’s SSI lineup is designed to complement and help fill the gaps many clients face. From Medicare Supplement plans to ancillary protection products and final expense coverage, these solutions give agents the flexibility to meet a wide range of client needs.


Medicare Supplement Plans

Aetna’s Medicare Supplement plans offer dependable coverage and flexibility for clients who want the freedom to choose their healthcare providers.

Key highlights include:


Cancer and Heart Attack or Stroke Plus

This product provides clients with financial protection when facing some of the most serious health events.

Highlights include:

These plans help clients manage unexpected expenses while giving agents another way to add value to their portfolio.


Hospital Indemnity Flex

Hospital Indemnity Flex is designed to help clients cover out-of-pocket costs associated with hospital stays and related care.

Key features include:

This flexible design allows agents to tailor coverage based on a client’s budget and protection needs.


Final Expense Whole Life

Aetna Final Expense Whole Life provides a simple way for clients to prepare for end-of-life expenses while giving families financial peace of mind.

Plan highlights include:


Why These Products Matter for Agents

The Aetna SSI product suite gives agents multiple opportunities to strengthen their client relationships while expanding their book of business. By pairing Medicare coverage with supplemental and protection products, agents can deliver more complete solutions and create additional revenue streams.

If you missed the call or want to review the materials again, be sure to explore the full Aetna SSI product availability chart and detailed plan information to see where these solutions fit into your strategy for the year ahead.


March Newsletter: It’s Time to Sharpen Your Axe

When the clocks move forward each year, most people focus on losing an hour of sleep. When I was working in the field, I always saw it differently. Daylight Savings Time meant opportunity.

The days are longer, the weather improves, and people are simply more accessible. These days, many of our clients are still working and may not get home until after five o’clock. When it stays light until six or seven, it creates a perfect window for follow-ups, drop-ins, and conversations that were much harder to have during the darker winter months. If someone no-shows earlier in the day, you have plenty of time to circle back later.

This time of year, is also an important transition in our business. OEP will be ending soon, which means ancillary products will carry much of the opportunity for the remainder of the year. Now is the time to sharpen your knowledge and build confidence by presenting those solutions.

It’s like the story I always tell, about the old man and the young man cutting down trees. Both can swing their axe all day, but the one who stops to sharpen it will usually cut down the most trees. The same applies here. The agents who take the time now to sharpen their skills will be the ones who continue producing long after OEP ends.

The days are getting longer. The opportunity is there. Now it is time to sharpen your axe and make the most of it.

Colan Mouton
Regional Sales Director, NE


Carrier Highlight: Wellabe

Wellabe’s Critical Illness insurance delivers value and protection you won’t find anywhere else. Our plans allow you to cover couples and multiple illnesses under one policy—and even include an optional rider for skin cancer, a benefit many plans don’t offer at all. With a selection of customizable riders, including restoration benefits that provide up to two additional payments after full recovery from your initial diagnosis, you can build coverage that fits your needs. Our Critical Illness plans help you stay financially prepared by protecting your savings from the unexpected costs that follow a serious health event.

If you’re between ages 18 and 89, you can apply and select the lump-sum benefit that will be paid directly to you upon a qualifying diagnosis. Benefit amounts are available in $1,000 increments, from $5,000 to $100,000. You can design coverage for yourself, your spouse, and your children—all on the same policy. When you and your spouse choose the same coverage level, you receive identical benefits, and dependent children added to the plan receive 25% of the selected benefit amount.

Choose from two Critical Illness base plans and enhance your protection with optional riders. With one policy, you can elect to cover cancer only, heart attack and stroke only, or a broader combination of conditions. Depending on the riders selected, coverage may also include heart attack, stroke, skin cancer, blindness, deafness, end-stage renal failure, or major organ failure requiring a bone marrow, stem cell, or organ transplant.

Wellabe Contact Information:
Courtney Mayer, Int Sales Acct Dist Mgr
Phone: (515) 695-2113
[email protected]


February Newsletter: Be an Olympian

On Monday’s National Call, we had the privilege of announcing something truly special — our 2026 Top Producer Conference will be held in Maui.

Maui is more than a destination. It represents excellence, commitment, and the reward that comes from consistent production and sustained focus. Many of you are already positioning yourselves to qualify, and we couldn’t be more excited about what lies ahead.

We also introduced a powerful new incentive to help you earn additional conference credits through ancillary production. Getting a jump on qualification now means less stress at year-end — and a stronger book of business with improved client retention along the way. If you missed the details, review the attached flyer and start accelerating your path to Maui.

Deborah closed the call with a powerful reminder: Olympians don’t reach the world stage by accident. They arrive through relentless consistency, discipline, and an unwavering refusal to quit.

That mindset applies directly to you. Your production, activity, attitude, and persistence quite literally shape your future.

Here’s how top producers mirror Olympians:

This is your business. Your growth. Your future.
Maui is the reward — but the real victory is the discipline you build along the way.

Let’s keep showing up. Let’s keep growing. And let’s build something we’re proud of together. We would love to see a record number of qualified agents next year — and we know you’re capable. You still have over six weeks of OEP left. Stay active, take advantage of the opportunity in front of you, and reach out so we can help you map your road to Maui.

Mai-Lee Coddington
Regional Sales Director, SW


February Newsletter: Important Dates

February 16: President’s Day – UIG Offices Closed
February 17: Lunar New Year
March 9: March National Call
March 10: Last Day of Ancillary Incentive for Maui
March 31: Last Day of OEP


January Newsletter: Important Dates

January 27: Business Month End for January
February 9: February National Call – Click to register
February 16: Presidents Day – UIG Offices Closed


January National Call: Getting Back to Basics

On the recent National Call, the Career Management Team reminded us of a powerful truth: success in this business isn’t complicated—but it does require consistency. The most successful agents are those who commit daily to the Recipe to Success: the 4 Cs.

When these four disciplines are executed consistently, the result is simple and predictable: consistent production. The agents who win long-term aren’t doing anything flashy—they’re doing the fundamentals well, every single day.

Turning Goals Into a Game Plan

The team also walked through how to set meaningful goals by reverse engineering success. Instead of starting with activity and hoping for results, start with your income goal and work backward.

Ask yourself:

This is where many agents struggle—not with ambition, but with underestimating the level of action required. Success demands intention, planning, and honest accountability.

Plan for the Real World

The team also emphasized planning for what will happen: no-shows, reschedules, and unexpected gaps in the day. Having a plan to maximize your time—whether that’s follow-ups, additional prospecting, or quick touchpoints—keeps momentum strong and prevents lost productivity.

The Bottom Line

Big goals are achievable when broken into daily, manageable actions. Stay committed to the 4 Cs, respect the effort required, and take consistent action. When you do, the results will follow.

Success isn’t accidental—it’s built, one disciplined day at a time.


New Year, New AP

Every January brings new goals and renewed energy. In this business, success rarely comes from doing something new—it comes from doing the fundamentals more consistently.

One book I reread every year is The 10X Rule by Grant Cardone. Its message is simple: most people underestimate the effort and time required to reach their goals. They don’t fall short because they aim too high; they fall short because they don’t act big enough for long enough. That lesson applies directly to our business.

This is a demanding business. When selling time is lost to distractions, production follows. Appointments will no-show, schedules will change, and leads won’t always cooperate. Success requires a plan that protects and maximizes selling time—especially when things aren’t going perfectly.

It’s also a volume-based business. Early on, many agents run high appointment volume and see strong results, even before everything clicks. As skills improve, it’s tempting to reduce volume—but that’s often when momentum slows. Pressure replaces confidence, urgency replaces consistency, and production slips.

The opportunity is simple: as your skill improves, keep the volume high. That’s how good years become great ones.

A new year brings a fresh opportunity. New Year, New AP is another swing at the bat. You don’t need to reinvent the wheel—you already know what works. This is about getting back to basics, protecting your time, and doing the simple things consistently. The foundation is strong, the path is clear, and the opportunity is real. Stay focused, stay consistent, and let today’s effort shape the year ahead.

Colan Mouton
Regional Sales Director, NE


Celebrating Success and Wishing You Happy Holidays

First and foremost, congratulations on a successful Annual Enrollment Period! Whether you are still pushing through the final stretch or enjoying some well-deserved time off, we want to wish you the happiest of holidays. May this season bring you time to rest, moments of gratitude, and renewed inspiration as you look ahead to the year to come.

Thank you for your hard work, dedication, and resilience throughout the year—especially during such a demanding AEP. Because of your commitment and professionalism, we continue to grow, better serve our clients, and make a meaningful impact in the communities we support. We are truly grateful for your partnership and look forward to an exciting new year filled with continued collaboration and even more success.

Finally, a big congratulations to our top EP performers—we are incredibly proud of you!

Wishing you all a joyful holiday season and an amazing year ahead! 

Mai-Lee and Colan 

Mai-Lee Coddington
Regional Sales Director, SW

Colan Mouton
Regional Sales Director, NE


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