Michael Sams
Recent Posts
How to Manage Growth as a One-Person Insurance Agency
If you're an insurance agent, you know that your time is best spent in front of the client. All of that behind-the-scenes work like scheduling appointments, fixing errors on applications, and running…
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…
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…
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…
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…
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!
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…
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…
When I Can’t Get My Client a Better Policy, I See It As An Opportunity
💬 Tell us in the comments: how do you establish trust with new clients? This may sound a little bit strange from a sales perspective, but I don’t mind when I have a client that already has the best…
Why Having an "Insurance Niche" Is Bad Advice
We’ve all heard the advice. Stick to one insurance niche. That way, you can become an expert with that one product, and you’ll dominate.
