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The Simple Question That Drove $9M+ in Annuity Sales [Case Study]
When Amanda Creamer started her career as an insurance agent in 2022, she wasn't focused on becoming an annuity expert. She was simply following the advice of her mentor, Michael Sams: use a client…
10 Easy Ways To Generate Free Medicare Leads
For many new agents, finding leads is the biggest hurdle to getting started and earning a steady income. That said, there are about 10,000 people turning 65 every day, so there's no shortage of…
What to Expect In the Senior Annuity Market for 2026
Join us as we dive into the world of senior annuities, reflecting on the record-breaking achievements of 2025 and looking ahead to what we expect in 2026.
The Ultimate 2026 Tax Deductions Checklist for Insurance Agents
Note: This article has been updated for 2026. Disclaimer: We are not tax professionals. Please consult with your accountant or CPA for tax advice. Tax season is here, and we’ve put together a…
Interview with Pam: Retiring After Selling Her Medicare Book
In this interview, Pam Hodge shares her experience selling her Medicare book of business to New Horizons and making a clean break into retirement. Pam talks about: Her 8-10 year relationship with New…
Interview with Heidi: Navigating Book of Business Sale After Loss
In this heartfelt interview, Heidi Fincham shares how she navigated an unexpected and difficult situation: deciding what to do with her Medicare book of business after her husband, Kevin, passed away.
Interview with Laura: Selling Her Final Expense Book and Transitioning to Medicare
In this interview, Laura shares how she built a successful final expense business in Northern Idaho – including an impressive $18,000 first month – and why she decided to sell half her book to New…
$10 Per Signup: How We Fill Medicare Seminars Using Facebook Ads
For many years now, our marketing team has been experimenting with Facebook ads to promote educational Medicare seminars.
2026 Medicare Changes: What Insurance Agents Need to Know
Another year brings significant updates to Medicare, and 2026 is no exception.
A Medicare Agent's Guide to the AEP Post-Mortem
As soon as December 8th arrives, we enjoy a sigh of relief. Right now is the perfect time to plan for what we'd do differently next year.
