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…
15 Valuation FAQs From Senior Market Agents
When you're ready to retire or leave the business, you can sell your block of business. Your client base and renewable commission streams are valuable.
Succession Planning 101: How to Retire as an Independent Insurance Agent
Coming up with a succession plan – and ultimately a retirement plan – is one of the biggest decisions you’ll make in your life, especially as an independent insurance agent. Your book of business can…
2023 AHIP Certification Discounts
Looking for 2023 AHIP discounts and promotions? You've come to the right place. Our team searched high and low and located several AHIP discounts, promotions, and reimbursements that are available to…
What You Actually Need to Know From the 2022 Medicare Trustees Report
It's a New Horizons tradition – every year, we publish a summary of the Medicare Trustees Report. After all, it’s a few hundred pages long, and who has time for that? Last year, the report was over 3…
3 Killer Annuity Sales to Inspire & Motivate
Are you thinking about getting into annuity sales? Or perhaps you just need a little motivation in the annuity department. I've got you covered.
