Care Value, LLC.

Care Value, LLC. CareValue is a Field Marketing Organization (FMO) in the Senior Life and Health Insurance markets. We support every facet of an agent’s business.

CareValue is a full-service insurance marketing organization dedicated to helping agents increase revenue, gain time, and put their business in a circle of merit. The industry’s most complete FMO offering a comprehensive senior product portfolio, proprietary technology exclusive tools, & outstanding service. We offer top-level contracts to IMO's FMO's, MGA's, GA's, and Independent Broker/Agents na

tionwide. Interested in learning more or partnering with CareValue? Visit https://bit.ly/3rZwrRr

Don't want to wait? Create a profile and contract online today! https://bit.ly/2JV5fSM

05/28/2026

Certification season is around the corner, and one question we’re hearing more often is:

“Should I complete AHIP or NABIP for my Fraud, Waste & Abuse training?”

We’ve created a helpful breakdown explaining:
✅ The differences between AHIP and NABIP
✅ Pros and considerations for each option
✅ Why FWA training matters
✅ Important compliance reminders for agents

No matter which route you choose, remember that at least one approved FWA training must be completed to satisfy carrier requirements.

Check out the full article here:
👉https://bit.ly/4vb5kT1

04/24/2026

Turning 65 isn’t just a birthday—it’s a business opportunity.

The most successful agents aren’t chasing random leads.
They’re building predictable pipelines by focusing on T65.

📊 Thousands age into Medicare every day.
📅 You know when it’s coming.
🤝 You can build trust before the decision is made.

Are you treating T65 like a strategy—or an afterthought?

Read More Here: https://bit.ly/4vqiBsa

04/17/2026

What if you didn’t have to wait for AEP to grow your business?

Ancillary products give you the opportunity to turn everyday client conversations into meaningful coverage solutions — all while creating a steady stream of income throughout the year.

From filling coverage gaps to strengthening client relationships, there’s more opportunity sitting in your current book than you might think.

We broke it all down (and highlighted why UnitedHealthOne is a strong partner) in our latest blog here: https://bit.ly/3PXREM4

📖 Check it out and start thinking beyond AEP.

04/15/2026

Medicarians, here we come! ✈️

Some of our team will be out during April 20–22, and we’re looking forward to connecting with agents, partners, and friends from across the industry.

You can find us periodically spending some time at the Senior Market Sales booth (Booth 386)—stop by, say hi, and let’s chat!

Bonus points if you catch us before our coffee runs ☕😄

04/13/2026

Are you building your Medicare business for the long run? 🤔

There’s been a lot of industry conversation lately around loss ratio—and why it matters more than many agents realize.

Here’s the reality:
If your book of business consistently has high claims, it can impact your relationship with carriers… and in some cases, even put your contract at risk.

The good news? There’s a smarter way to grow.

Focusing on:
✅ Clients turning 65
✅ A balanced mix of business
✅ Medicare Supplement plans

…can help create a more stable, sustainable path forward.

We put together a quick blog to break it all down 👇
https://bit.ly/4muauXh

Have questions or want to talk strategy? We’re here to help!

CMS has finalized the 2027 Medicare Advantage and Part D rule—and it brings some major changes.From removing the 48-hour...
04/10/2026

CMS has finalized the 2027 Medicare Advantage and Part D rule—and it brings some major changes.

From removing the 48-hour Scope of Appointment rule to updating Star Ratings and refining supplemental benefit oversight, this rule will directly impact how plans are sold and how beneficiaries experience coverage.

We’ve broken it all down in a clear, practical way—especially for agents navigating these changes.

Read more here:

News | CMS just released the final rule for Contract Year 2027 Medicare Advantage (MA) and Part D—and it’s a big one.

Tax season is here and for many clients, that means a refund may be on the way 💰For some, a tax return can be an opportu...
03/24/2026

Tax season is here and for many clients, that means a refund may be on the way 💰

For some, a tax return can be an opportunity to strengthen their financial strategy rather than simply spend it.

This is a great time to check in with clients who may be looking for predictable, guaranteed growth and a conservative alternative to market volatility

Multi-Year Guaranteed Annuities ( ) can offer a fixed interest rate for a set period of time, helping clients grow their money with confidence and clarity.

A simple conversation now could turn a refund into a longer-term financial advantage.

If you'd like to learn more about current MYGA options available through CareValue, reach out to our team. https://bit.ly/4b5mpp3

Looking for the paths to success? Contact us for more information about joining our free lead programs and accessing the products and tools you need to stand out in senior sales.

03/21/2026

Agents — when it comes to trainings, what do you prefer?

A) Quick 30-minute product refreshers
B) Deep-dive 1-hour strategy sessions
C) Compliance & regulatory updates
D) Sales scripting & objection handling

Your feedback helps us plan future events — let us know below!

03/18/2026

Let’s celebrate some wins 👏

What’s one business win you’ve had so far this year?

• First annuity submitted?
• Hit a production goal?
• Landed a referral?
• Booked a full week of appointments?

Big or small — progress is progress. Drop your win below!

This St. Patrick’s Day, remember: Success in this industry isn’t about luck — it’s about preparation, partnerships, and ...
03/17/2026

This St. Patrick’s Day, remember: Success in this industry isn’t about luck — it’s about preparation, partnerships, and persistence 🍀

At CareValue, we believe the right partnership makes all the difference.

From contracting support to compliance and training, we help agents build sustainable, long-term success.

If you're ready to grow smarter — let’s connect. Learn more here: https://bit.ly/4b5mpp3

Looking for the paths to success? Contact us for more information about joining our free lead programs and accessing the products and tools you need to stand out in senior sales.

Address

5263 Parkside Drive Building 700
Canandaigua, NY
14424

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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