John Hockaday
Recent Posts
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…
How to Pick a Senior Market FMO/IMO
Are you searching for an FMO? Whether you're brand new to senior market insurance sales, want to switch FMOs, or are interested in consolidating your contracts, picking the right one is a huge…
Why Independent Agents Should Create a Perpetuation Plan
What's your perpetuation plan?
Should Financial Advisors Get Into Medicare Sales?
Financial advisors may be experts when it comes to investments and estate planning, but what about Medicare?
Tax Implications of Selling Your Insurance Book of Business
The one thing that always comes up when we talk about perpetuation planning is taxes. How do I deal with this tax mess?
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 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.
2 Tips to Help You Through AEP
October 15th marks a big day for all of us in the senior market, and our team here at New Horizons is here to be your support. I'd like to share two quick tips with you to help you through, and I…
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…
