Recent Posts
5 Reasons to Sell Your Medicare Business to Your FMO
When you start thinking about retiring, selling your book of business is one of the best perpetuation plans. You get paid on the valuable asset you've built, and if you choose the right buyer, your…
The Best (and Worst) Times of Year to Sell Your Insurance Business
Thinking about selling your book of business? The time of year can have a huge impact on how smooth the sale goes, especially for agents who have Medicare Advantage or Part D drug plans in their…
How to Know When It's Time to Sell Your Insurance Business
When you've been building your book of business for years, or even decades, it's really hard to know when it's time to sell. You have relationships with your clients, and you've invested everything…
Getting Started with New Horizons
If you’re a newly contracted agent with us, we want to extend the warmest welcome. If you’re thinking about working with us, this video is for you. We’d love to give you a quick tour around to show…
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.
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…
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?