Blog

What You Need to Know About Lasso MSA Contracting

Getting contracted to sell the Lasso Healthcare Medical Savings Account (MSA) product is thankfully very easy. Here's a quick overview of the Lasso MSA contracting process: Make sure you're up-to-date on the AHIP Send ...
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The Worst Advice We’ve Ever Heard About Retiring From Insurance

It sounds like the popular opinion on the street is that letting your book of business die out and then living off the renewals is the best way to retire. This is the worst advice I've ever heard about retiring from ...
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Ask Me Anything: 12 Answers to Your Succession Planning Questions

Jeff and I have purchased two books of business within the last year and a half or so, and we've also planned out our personal succession plans. Retirement planning is something that's on our minds quite a bit, and we ...
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It's Time to Sell Your Insurance Business: What's It Worth?

For my guys and gals who have narrowed down the retirement possibilities and want to sell, we need to talk about something really important: your book's value. So, today we're going to help you figure out what your book ...
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Quarterly Annuity Update with Kirk Sarff | Q1 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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How Insurance Agents Can Get Out of the Dreaded January Sales Slump

By Michael Sams Let's face it – not a lot of business is written in January. Because you come off this high from AEP, it's like going from one extreme to the next. I've just seen everyone in fourth quarter – how am I ...
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[Case Study] What I Earned When I Learned How to Use a CNA

Would you call me crazy if I told you that asking one extra question during an appointment could ultimately make you an extra $21,000? Well, call me crazy, because this is a real-life case study from senior market ...
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How Successful Insurance Producers Are Selling More Per Client

There's no agent out there that would say they don't want to make more money. But for a lot of us, we think the only way to make more money is to spend more time and money on lead generation. Finding new clients is the ...
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AEP Survival 101: How to Write Apps All Year Long

AEP. It's crazy, I know. We've all just experienced it. Most of us are trying to keep our sanity during AEP, and by the time January rolls around, we're totally wiped out and can't believe we even made it through. If ...
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[Case Study] How We Built Our Local Insurance Agency

Over 30 years ago, John and I started our local insurance agency. We went through all those growing pains, from making expensive marketing mistakes to finding and hiring the right staff members. While it was a different ...
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