Top Medicare Supplement Carriers for the 2022/2023 AEP
AEP is right around the corner – here are the top Medicare Supplements carriers that have a lot of momentum going into the fall selling season.
How to Prepare for AEP This Fall (10 Tips)
For a lot of Medicare agents, AEP is the most stressful time of year. You're trying to service your entire book of business in less than 8 weeks, all while managing to keep some sort of work-life…
8 Ideas to Make the Most of Life Insurance Awareness Month in 2022
Life Insurance Awareness Month (LIAM) happens every September, and it's a great time to join the larger conversation about the need for life insurance.
How 3 Medicare Agents Handled Selling Their Book of Business
Have you ever wondered what it's like to sell your book of business? Hear directly from 3 agents who have gone through the perpetuation planning process.
The Art of Prospecting In Senior Market Insurance Sales
One of the most frequent questions I have heard from agents over the past 41 years is: Do you have leads? So many people believe if they have someone to talk to, they can sell. In my opinion, a…
31 Best Questions to Ask Life Insurance Prospects Ages 60+
Life insurance is not only a great way to increase your income, but it's a wonderful solution for senior-aged clients. Of senior market insurance agents who make over $200,000 annually, 79% sell life…
How to Record & Store Calls for AEP: CMS Compliance Changes
New compliance rules and guidelines that apply to Medicare Advantage and Part D plans are coming. From new disclaimers to a call recording and 10-year storage requirement, these major changes will…
A Summertime Pep Talk on Calling Your Client Base
A lot of agents spend the summertime relaxing and going on vacation, and I do hope you have great family time set aside. But at the very least, talk to your customers, and don't take the whole summer…
Are Insurance Agents Really Necessary? (2022)
💬 Tell us in the comments: where do you think the future of insurance agents is headed? Back in 2013, I wrote this article about whether or not insurance agents are really necessary in today’s…
Quarterly Annuity Update with Kirk Sarff | Q3 2022
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…
