How to Sell Your Insurance Agency: Our 7-Step Process
Selling your insurance agency doesn't happen overnight. It's a long process, and for most people, they don't really know if they're ready to sell. Even agents in their 70s or 80s are questioning.
Final Expense Insurance: Level, Graded, Modified, and GI (2nd Edition)
If you're considering getting into Final Expense sales, we’re going to cover the basics, including the types of final expense, some sales tips, and our recommended final expense carriers.
Why Agents Love the New Accendo/CVS Health Final Expense Product
Attention senior market insurance agents! Here’s your perfect opportunity to learn more about the new final expense product from Accendo Insurance Company, part of the CVS Health® family of companies.
7 Client Leave Behinds You'll Want for AEP
During 4th quarter, you're going to be very busy seeing a lot of clients and prospects. We understand that many agents generally don't slow down to take care of anything other than the pressing.
2020/2021 AEP Medicare Advantage Information
Are you planning to sell Medicare Advantage or PDP products during the 2020/2021 Annual Enrollment Period (AEP)?
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.
How to Complete Your Free AML Training for Life and Annuity Sales
In order to sell most life insurance and annuity products, you need to complete Anti-Money Laundering (AML) training. AML training teaches you about the process of money laundering, the laws that.
What Agents Need to Know to Prepare for AEP During COVID-19
In July, Integrity put on a fantastic event called Medicare Live, and DEFT Research had a great session on Consumer Insights. You can watch that session recording at https://medicarelive2020.com. .
Cover Your Bases: How to Use LinkedIn for Agent Recruiting
If you are looking to recruit more agents for your agency, LinkedIn could be a great place to invest some time. LinkedIn is built for business networking, and many business professionals use it to.
Best CRM Software for Insurance Agents In the Senior Market
If you're an insurance agent looking to scale your agency, you can't hide from CRM software. Customer Relationship Management (CRM) software helps you keep track of information to take great care of.
