Michael Sams
Recent Posts
A Medicare Agent's Guide to the AEP Post-Mortem
As soon as December 8th arrives, we enjoy a sigh of relief. Right now is the perfect time to plan for what we'd do differently next year.
Medicare Educational Events Compliance Roadmap: Best Practices
The idea of hosting an educational Medicare event intimidated me for a long time thanks to compliance. I worried about unintentionally breaking a rule and getting into some red tape, so I just…
How to Sell Medicare Supplements: A Beginner's Guide
Originally published November 9, 2020. Last updated September 12, 2023. Dipping your toes into the Medicare supplement sales arena doesn't have to be intimidating; in fact, it can be your golden…
How to Prepare for AEP This Fall (10 Tips)
For a lot of Medicare agents, AEP is the most stressful time of year. You're trying to service your entire book of business in less than 8 weeks, all while managing to keep some sort of work-life…
Top 10 Client Needs Assessment Tips for Medicare Agents
The Client Needs Assessment is the foundation of my sales process. When people ask me how I did over $6 million in annuity sales last year, I tell them there is no "secret." I'm just using the Client…
Level Up: Medicare Agent Internship Guide (Call Scripts Included)
If office tasks, like scheduling appointments and answering phones, are taking up too much time, it may be time to hire an intern.
5 Steps to Help Medicare Clients Deal with Expensive Prescription Drugs
Some prescriptions can be outrageously expensive, despite having Medicare drug coverage.
How to Become a $1 Million Insurance Producer
Becoming a $1 million insurance producer is possible. But it’s going to take a lot of time, hustle, and determination to get there.
15 Tips for Hosting an Educational Medicare Seminar
Originally published June 15, 2021. Updated March 12, 2024 to reflect compliance changes and some new insights after several more years of experience. An educational Medicare seminar is a great way…
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The Ultimate Guide to Cross-Selling Insurance in the Senior Market
Cross-selling insurance isn’t difficult. It can be intimidating at first, because you need product knowledge, a solid stable of carriers in your portfolio, and a process. This insurance cross-selling…
The Best Way to Get Better At Selling Senior Insurance
The best way to get better at selling senior insurance products is simple: practice your presentations.
How I Sold $2.3 Million of Annuities in Under 2 Weeks
I decided to send a letter to my entire client base. I didn’t purchase any lists or anything, I just sent this letter to my existing clients.
Not Using E-Apps Yet? Here's 9 Reasons Why You Should
Beyond just saving trees, e-Apps provide a truckload of benefits to you, the agent. Even if you’re a pen and paper kind of guy, using e-Apps can save you a ton of time. Here are 9 reasons why you…
How to Help Your Medicare Clients That Are Working Past Age 65
As an independent insurance agent in the Medicare space, you’re bound to see a little bit of everything. However, something you’re probably seeing more and more is clients that are choosing to work…
How Insurance Agents Can Get Out of the Dreaded January Sales Slump
Let's face it – not a lot of business is written in January. Because you come off this high from AEP, it's like going from one extreme to the next. I've just seen everyone in fourth quarter – how am…
