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Step into Summer!

As we step into the month of June, we embrace the warmth of summer and the opportunities that come with it. This month, we will focus on key initiatives that enhance our collaboration, foster innovation, and promote our collective growth.

As we navigate the challenges and opportunities ahead, let’s continue to support one another, share insights, and collaborate effectively. Together, we can overcome obstacles and drive meaningful change within our organization. Let's continue to work together to achieve our goals and make this summer a season of success. Your contributions are invaluable, and we look forward to seeing all the great things we will accomplish together.

Wishing you all a productive and fulfilling month ahead!

What you can find in our June edition:

• Carrier Updates

• IFG Marketing Oversight Reminders

• IFG Announcement

• Meet the IFG Team

• IFG Trainings

• Healthcare in the News

Carrier Updates: Devoted

As part of our ongoing efforts to enhance our understanding of the factors driving complaints, we are sending this reminder and informing you of some important changes to the agent complaint investigation process.

To facilitate a thorough investigation, it is crucial that we gather comprehensive information regarding the chain of enrollment. This includes details about how the lead was generated, including communication and marketing materials, the individuals and entities involved (including sub-agencies, lead vendors, agents, etc.), as well as all call recordings related to the sales presentations and enrollments, if applicable. When you receive a notification regarding a complaint investigation and request for information, please ensure that you attach all associated materials and call recordings promptly. This includes:

• Lead Vendor Names

• All associated marketing and communication materials, including but not limited to evidence of permission to contact, scope of appointment, advertisement along with the respective document ID/SMID.

• All call recordings related to the sales presentation and enrollment process, including lead vendor and/or subagency call recordings.
  

This will assist in determining whether there has been any non-compliant activity, whether it originated from the materials, the lead vendor, a subagency, or an agent. When attaching the lead call, please label the file with the vendor's legal business name. Failure to provide the associated materials and call recordings in a timely manner may result in a founded determination and lead to corrective action. We ask that you please share this information with your contracted sub-agencies as well. 

CMS is actively reviewing these complaints and expects the aforementioned information to be provided. We highly encourage you to review these materials and calls beforehand. This proactive step will help you identify any improvement opportunities with your agents, materials, contracted sub-agencies, and/or lead vendors involved, allowing for a more efficient resolution process. 

Thank you for your attention to this important matter and your continued partnership!

Carrier Updates: UHC

IFG Marketing Oversight Reminders

AEP Materials Due:

As the Annual Enrollment Period (AEP) approaches, we want to remind you to submit your Marketing and Communication materials for review including brochures, flyers, digital ads, mailers, and any other marketing and communication content.

Here are some helpful tips to keep in mind as you prepare your marketing submissions:

1. The estimated timeline for final approval is currently 45-60 days from start to finish. To ensure your materials are approved by 10/01/2025, submit by 07/01/2025.
*Please note that this timeline may be subject to changes and is not guaranteed.

2. Allow extra time for review this year and submit materials as early as possible.

3. Carriers require pre-review and approval before using any materials. IFG is here to assist your agency in obtaining all the necessary reviews and approvals for the use of your materials.

4. To expedite your reviews, accept all edits and respond to all questions as timely as possible. If all edits are incorporated in your first response, send both redlined edits and responses along with a clean final to further accelerate the review timeline.

If edits received from IFG are not incorporated within 30 days of receipt, your submission will be cancelled.

5. Marketing of the 2026 plans cannot begin until October 1, 2025.

To submit materials for review, please use the submission portal: https://teamifg.com/marketingcompliance

The IFG Marketing and Communication Guide is a great resource as you develop your materials.

Should you have any questions or require further assistance, please reach out to IFGMarketingOversight@teamifg.com. We’re here to support your team!

For agent-use only and must not be distributed.

IFG Announcement

IFG wants to share some exciting developments in our Life Insurance Sales division as we look ahead to 2025. With new leadership and a renewed focus, we’re launching a series of strategic initiatives designed to help you diversify, grow, and thrive in today’s evolving market.

We recognize that 2024 brought significant challenges. For many agents, expanding into life insurance is becoming not just a smart move, but a necessary one. IFG is committed to making this transition as seamless and successful as possible. Whether you're focused on final expense, traditional life, IULs, or looking to build a broader portfolio, we are here to help you deliver more value to your clients and scale your business with confidence.

If you’ve been considering life insurance as a growth opportunity, now is the time—and IFG is the right partner.

Reach out to your RSE or RSM to get more information or contact our IFG Head of Life Sales jrandas@teamifg.com directly.

For agent-use only and must not be distributed.

Meet the Team

As we continue our journey to enhance our organizational structure to best position IFG to deliver on our team goal of being the best FMO in the industry, I’m excited to announce our new Director of Channel Development, Jordan McMurtrey. In this role Jordan will oversee our Medicare Commissions, Life & ACA Commissions, Contracting and Reporting teams.

Jordan brings over 8 years of experience working with Humana MarketPoint in various data, reporting and business intelligence roles. Most recently he directed the data and reporting teams that support the entirety of the MarketPoint sales channels.

Jordan and his family are based in Elizabethtown, KY. He and his wife, Kelsey, are the parents of five wonderful kids: four boys and one girl. He loves to travel, play and watch sports, and spend time with his kids.

When asked about coming on board, Jordan shared, “I could not be more excited for this new opportunity. I love what the IFG team has built already as one of the fastest growing sales agencies in the industry and look forward to helping IFG be able scale and grow even more!” 

Upon his arrival in this position marks an exciting chapter for our organization, and we’re all very eager to leverage his extensive experience and leadership to help lift our teams.

IFG introduces Danielle Van De Hey, who is the Director of Compliance. Danielle has been instrumental in implementing a sales integrity framework for IFG that promotes compliant sales and marketing practices for IFG and their downlines.

Danielle, now at IFG, has been part of the Humana family for 27 years, including 17 years in the Special Investigations Unit in a variety of leadership roles and four years in Regulatory Compliance. She has been part of MarketPoint Sales Integrity for the past two years and moved to build the IFG Sales Integrity team in November 2023.

Danielle is from Wisconsin where she still resides. She graduated from Lakeland University as a BBA with minor in Marketing and continued to earn her MBA in Healthcare Administration. She also holds certifications of HCAFA – Health Care Antifraud Associate through America’s Health Insurance Plans (AHIP) and AHFI – Accredited Health Care Fraud Investigator through National Health Care Anti-Fraud Association.

Danielle is married to Cory of 26 years, with two adult daughters, Taylor who graduated from college and will be getting married September 2025 and Lauren a college Freshman at UW – Platteville for Mechanical Engineering. She enjoys volunteering, gardening, and genealogy research.

We are pleased to introduce Kyle Cox, Associate Director of Sales Support as part of the IFG Team. Kyle is a results-driven leader at IFG, known for spearheading high-impact initiatives across sales, operations, and strategy. He has led targeted retention campaigns for underserved beneficiaries and built performance tracking systems across multiple departments using Power BI and custom databases.

He played a key role in integrating IFG’s brokerage acquisition, aligning strategic goals across IFG, MarketPoint, and Humana, and establishing governance through an integration committee.

In Kyle’s past experience, he also co-founded Humana’s multicultural segment, projected to generate 19,000 new members annually and deliver $305M in long-term value. His partnership with H Mart expanded agent staffing opportunities and enhanced member benefits.

From managing COVID re-entry for 250 employees to launching a CRM mobile app that saved $3.2M, Kyle consistently delivers operational excellence. He also drove $14M in annual revenue through broker referral optimization and led Humana’s $1.5M President’s Club incentive program. We are excited to have him on the IFG Team is an understatement.

IFG Trainings

IFG Sunfire Agent Training

Join us for a Sunfire hands-on walk-through with your knowledgeable Innovative Financial Group (IFG) Sunfire Team. The goal of these trainings will be to help answer important common questions and better utilize this innovative platform to assist with increasing your sales productivity. Register using the link below. Hosted by your IFG Sunfire Team Every Wednesday at 11:00am EST - 1st & 3rd Wednesday every month for Field Agents 2nd and 4th Wednesday every month for Call Center Agents

June 25th at 11:00am EST for Field Agents Link to Register: HERE
July 2nd and 16th at 11:00am EST for Call Center Agents Link to Register: HERE
July 9th and 23rd at 11:00am EST for Field Agents Link to Register: HERE

Keep an eye out for new IFG trainings, announcements coming soon!

Healthcare in the News

Role Reversal: Millions of Kids Are Caregivers for Elders. Why Their Numbers Might Grow.

June 2, 2025

KFF Health News' 'What the Health?': Bill With Billions in Health Program Cuts Passes House

May 23, 2025

An Arm and a Leg: A Health Policy Veteran Puts 2025 in Perspective

May 12, 2025

IFG Mission Statement

At IFG, we are driven by our core values of Innovation, Collaboration, Accountability, and Execution. We empower our agents, agencies, and associates to achieve meaningful results by leveraging cutting-edge technology and resources. With an unwavering commitment to excellence, we strive to exceed our partners’ expectations and deliver an exceptional experience to every beneficiary.

For agent-use only and must not be distributed.

FOR AGENT USE ONLY | MULTIPLAN_IFG_HBUJDSAV_25_C