Recent Posts
It's what you do in the dark that puts you in the light
Those of you who pay close attention to articles in this newsletter may have noticed that I'm the least likely member of our team to make a sports analogy. My wife, who was far more obsessed with the…
Packaging Cancer Insurance with a Medicare Supplement
In this video, Chase shares his method for cross-selling a Cancer insurance plan with Medicare Supplement insurance. If you're newer to Medicare Supplements, make sure to read our beginner's guide to…
What really drives your clients’ decisions?
This is excerpted from Dr. Namika Sagara’s presentation at the 2016 National Medicare Supplement Sales Summit in Kansas City, MO.
5 Agents’ advice for getting started selling annuities
We’ve heard from a number of Medicare Supplement producers that they’re interested in offering annuities, but they’re intimidated, or even scared. It can be nerve-wracking to think you’re getting…
Insurance Sales Lessons from the Masters
This post is excerpted from Ken Smith’s presentation at the 2016 National Medicare Supplement Sales Summit in Kansas City, MO.
Don't overlook these easy leads
As an insurance agent, your success depends on getting leads. Without people to present to, you’re out of business. Buying leads can be expensive, and cold-calling and door-knocking can be an…
A formula for making more money this year
As a general rule, I hate reality TV. Every show feels the same to me, from the way the shows are edited to create artificial drama, to the music that builds suspense before cutting to commercial.…
Video: How to add your info to your client’s phone
You want your info saved on your clients’ phones. This is way better than a business card, because they always have their phones with them. This lets them know it’s you when calling them, and it…
Video: How to use your phone to scan documents
You might find that once in a while when you’re in the field, maybe at a client’s home or office, you need to make a copy of a document, but you don’t have a scanner.
How to handle a chatterbox client
We've all met people who talk and talk, and talk some more. You politely wait for a pause so you can get a word in, but it never comes. They can somehow continue pouring out their stream of chatter,…