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Case of the Week: Jeff Greenwell’s $250,000 FIA Sale From Start to Finish

*This article is for financial professional use only, not for use with the general public.*
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Insurance Agents: How to Optimize Your LinkedIn Profile Summary

If you're an insurance agent and you're not yet on LinkedIn, I'd encourage you to set up a profile. Even though LinkedIn is geared more towards B2B, it's still a huge opportunity for you to present yourself to the ...
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How to Know When It's Time to Sell Your Insurance Business

When you've been building your book of business for years, or even decades, it's really hard to know when it's time to sell. You have relationships with your clients, and you've invested everything you have in making ...
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3 Experienced Insurance Agents Give Advice for Newbies

Being an independent insurance agent in the senior market can be very lucrative, which is one of the huge draws for individuals looking to join the industry. However, the failure rate? It's dismal. Most agents starting ...
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A State of the Union on 2019 Medicare Supplement Companies

As we start the Triple Crown and have just finished with the 2019 Kentucky Derby, I find it interesting to see how the field force prefers our Stable of Medicare Supplement Companies.
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How Do FMOs Get Paid?

I know what you're thinking. Are you seriously publishing this for all the world to see? The subject of money is always touchy. How an FMO gets paid – or how any of us gets paid – is just one of those things that's not ...
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What You Actually Need to Know From the 2019 Medicare Trustees Report

It's officially a tradition! Every year, we put out a summary of the annual Medicare Trustees Report. After all, it’s a few hundred pages long, and who has time for that?
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Selling Insurance to Seniors: Are You Offering Everything You Should?

A few years ago. I was a Med Supp guy, and I really didn't know how to sell anything else. However, after years of learning and trying new things and figuring out how I could better serve my clients, I discovered how to ...
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Retirees Who Get Employer-Subsidized Insurance Are Still an Opportunity

If you have retired clients who receive a health reimbursement from their employer, you may have thought you can't help them. After all, they're under the impression that they have to buy all their Medicare insurance ...
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[Case Study] Everything You Need to Know About Selling Your Insurance Business

Steve Hughes just turned 72 and has sold insurance for over 45 years. As of 2019, he is officially retired and has sold his book of business to his FMO, New Horizons Insurance Marketing. "You can't do it all your life. ...
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