Blog

[Roleplay] How to Offer a Life Insurance Review to Existing Clients

A life insurance review is a huge value-add to your existing clients, especially if they have an existing life insurance policy. Sounds good... but how do you do it? You've come to the right place! We've asked Michael ...
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What If a Doctor or Hospital Says They Don't Take Lasso Healthcare's MSA?

The fear of many agents and consumers is that new products in the Medicare space will pose problems with providers. This is a very valid concern, and Lasso Healthcare – and us! – take it very seriously. So, what do you ...
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If a client asks this question, do you have a good answer?

The main task of an insurance agent is to educate the client. We've been writing about education first, sales second for years now, but I fear that many agents aren't taking that to heart. When you focus on education, ...
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What is the Equitable Teton™ Fixed Index Annuity, and How Does It Work?

In the heart of Wyoming lies the Teton Range, a mountain range of the Rocky Mountains, just south of the Yellowstone National Park. "There's always a potential for growth with Fixed Index Annuity (FIA) products," says ...
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How Michael Sams Did Over $3M in Annual Annuity Production

A lot of agents out in the field ask us about Michael's annuity production, and more specifically how he does it. In 2018, his annuity production was $2,830,000 dollars. So far this year – halfway through 2019 – his ...
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The Independent Agent's Guide to Prospecting at Local Pharmacies

I know that manning a station at a local pharmacy can be quite a controversial subject. Many agents report wasting upwards of 20 hours per week for... well, for $0 in sales. What I'm sharing with you today is a very ...
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How to Design a DIY Brochure For Your Insurance Agency Using Canva

It's no secret that digital marketing is picking up steam these days, but tried-and-true methods of marketing still work, including brochures! There's something about holding a physical item – leafing through it, ...
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Great Southern Life (GSL) Med Supp Review with Tyler Nyman

Tyler Nyman, an independent insurance agent who works with his father, is a big fan of the Great Southern Life Medicare Supplement. "We don't contract with that many companies and start writing them. You find one that ...
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Quarterly Annuity Update with Kirk Sarff | Q3 2019

Disclaimer: Interest rates change often. This article will be updated on a quarterly basis, but rates may change between those updates. At any time, you can review current annuity rates here, and you can download our ...
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The Ultimate Guide to Selling Cancer Insurance to Seniors

Selling supplemental health insurance to seniors is a great opportunity for independent agents, and it's also a great solution for Medicare-eligible seniors.
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