Tax Implications of Selling Your Insurance Book of Business
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
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
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
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
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
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
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
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
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
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 –.
