Senior Market Insurance Agent Blog

Tax Implications of Selling Your Insurance Book of Business

December 1, 2020

The one thing that always comes up when we talk about perpetuation planning is taxes.

Want to Expand Your Med Supp Business? Consider These States

November 23, 2020

By Jeff Sams, John Hockaday, and Luke Hockaday Whether you want to get into Med Supp sales or you're considering getting your non-resident license in other states, you want your efforts to really.

What to Do When a Med Supp Client Moves to a New State

November 19, 2020

If you have customers who no longer live in your state, but they would still like you to help them with their coverage, you have three options.

How to Use CRM Software: 5 Tips For Medicare Agents

November 16, 2020

Independent agents across the world swear by software to help them manage their clients. We've been writing about Customer Relationship Management (CRM) software for years, and for good reason.

Why Medicare Agents Need a CRM System

November 16, 2020

You’ve spent lots of time and effort creating relationships with your clients, and they trust you enough to spend their money with you.

Honoring the Remarkable Story of Cpl. Chad Watson on Veteran's Day

November 9, 2020

As an American, I have a great deal of respect and admiration for any service man or woman that has sacrificed for our country.

How to Sell Your Insurance Book of Business Without Retiring

November 9, 2020

For those of you who might not know us, we've bought 6 books of business in the last two years.

The Beginner's Guide to Selling Medicare Supplements

November 9, 2020

For agents already selling senior market insurance products, this article will be nothing more than a refresher for you. However, there are a lot of guys and gals who want to break into supplement.

Medicare Basics for New Senior Market Insurance Agents

November 9, 2020

If you're brand spankin' new to senior market insurance sales, your first step is to learn about how Medicare works. The problem is that Medicare is complex, with plans and parts and regulations and.

How to Design a DIY Brochure For Your Insurance Agency Using Canva

November 5, 2020

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 –.