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Michael Sams

Michael Sams

Recent Posts

How to Help Your Clients Sign Up For Medicare Part B

  Helping your clients sign up for Medicare is a great service that helps separate you from your competition. We have to give one of our great agents, RD Roulston, the credit for this quick tip that we're sharing and ...
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How Insurance Agents Can Get Out of the Dreaded January Sales Slump

By Michael Sams 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 I ...
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How Successful Insurance Producers Are Selling More Per Client

There's no agent out there that would say they don't want to make more money. But for a lot of us, we think the only way to make more money is to spend more time and money on lead generation. Finding new clients is the ...
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AEP Survival 101: How to Write Apps All Year Long

AEP. It's crazy, I know. We've all just experienced it. Most of us are trying to keep our sanity during AEP, and by the time January rolls around, we're totally wiped out and can't believe we even made it through. If ...
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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 a lot of guys and gals who want to break into supplement sales, but they need a ...
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What to Do After a Client’s Death: Senior Insurance Agent Discussions

What’s your process for dealing with the death of a client? Help us help each other by leaving a comment at the end of this article. If you work in senior insurance sales, dealing with the death of a client is something ...
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The [New & Improved] Cross-Selling Roadmap: How to Build Your Business Using A Client Needs Assessment

Last updated: 9/18/2018
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The Ultimate Agent Checklist for Annuity Sales

Annuities might sound complicated, but once you really get into it, you realize that they’re much simpler than you might have previously thought!
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How to Actually Present a Fixed Indexed Annuity (FIA) to a Client

Fixed Indexed Annuities aren’t new, but they’re fairly new to me, and I’ve just started presenting them to my clients. As I go through the learning curve of how to actually present a FIA to clients in a way they can ...
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How to Help a Client Roll Their 401(k) or IRA Into a Fixed Annuity

Clients with a 401(k) or an IRA are perfect candidates for agents willing to sell fixed annuities. If you haven’t touched annuities, don’t worry – we’re going to cover everything you need to know to get started, ...
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