A Medicare Agent's Guide to the AEP Post-Mortem
As soon as December 8th arrives, all of us Medicare agents enjoy a sigh of relief. Right after we've been in the storm, it's the perfect time to plan for what we'd do differently next year.
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 might be time to hire an intern or part-time help.
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
An educational Medicare seminar is a great way to establish credibility and reach new prospects in your community. But how do you host them?
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 the product knowledge, a solid stable of carriers in your portfolio, and a process. However, with the right…
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.
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 are a lot of guys and gals who want to break into supplement…