---
title: Med Supp Cross-Selling Cheat Sheet
description: You have current Medicare Supplement clients that fall into 1 of these 5 categories. Here's what to sell to them next.
image: https://www.newhorizonsmktg.com/images/NewsImages/medsupp-cross-sell.jpg
---

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 October 20, 2014 · [Kirk Sarff](https://blog.newhorizonsmktg.com/author/kirk-sarff)

# Med Supp Cross-Selling Cheat Sheet

![Med Supp Cross Selling](https://www.newhorizonsmktg.com/images/NewsImages/medsupp-cross-sell.jpg)

You have current Medicare Supplement clients that fall into 1 of the 5 categories below.

[![Med Supp Cross Selling](https://www.newhorizonsmktg.com/images/NewsImages/medsupp-cross-sell.jpg)](https://blog.newhorizonsmktg.com/pdf/med-supp-cross-selling.pdf)

![Med Supp Cross-Selling Cheat Sheet](https://www.newhorizonsmktg.com/CatalystImages/Literature/pdf.png) [Download this sheet as a PDF](https://www.newhorizonsmktg.com/pdf/med-supp-cross-selling.pdf)

## 1. If your client has CD money available

**Move them into [Single Premium Life](https://www.newhorizonsmktg.com/sell-permanent-life-insurance.htm) with LTC**

- John Hancock
- Lincoln Financial MG

OR

**[Annuities](https://www.newhorizonsmktg.com/annuities.htm)**

- Liberty Bankers Life
- KSKJ

OR

**[Single Premium Life](https://www.newhorizonsmktg.com/sell-permanent-life-insurance.htm)**

- John Hancock
- Foresters
- KSKJ
- Federal Life

 

## 2. If your client wants to cover funeral costs

**Sell them a [Final Expense Plan](https://www.newhorizonsmktg.com/sell-final-expense-insurance.htm)**

- Foresters
- KSKJ
- Gleaner
- RNA

 

## 3. If your client has an existing [life insurance policy](https://blog.newhorizonsmktg.com/life-insurance.htm)

**Review their…**

- Company
- Death benefit
- Cash Surrender Value
- Premium
- Expiration

**Can We…**

1. Increase their death benefit?
2. Eliminate their premium?
3. Lengthen their benefit period?

 

## 4. If your client wants a cash-building life policy

**Sell them [Whole Life](https://www.newhorizonsmktg.com/sell-permanent-life-insurance.htm) or [Universal Life](https://www.newhorizonsmktg.com/sell-permanent-life-insurance.htm)**

- Foresters
- KSKJ
- John Hancock
- Others

 

## 5. If your client needs life protection for the next few years

**Sell them [Term Insurance](https://www.newhorizonsmktg.com/sell-term-life-insurance.htm)**

- American General
- Banner Life
- Cincinnati Life
- Genworth
- Prudential
- Transamerica

 

Let us help you with the cross selling opportunities and add “bonus” commissions to your current steady Medicare Supplement income. 

Want to see an **example case**? [Here's a case where a client had a $95,000 CD mature](https://blog.newhorizonsmktg.com/news/case-of-the-week-95000-cd).

You also might be interested in [The \[New & Improved\] Cross-Selling Roadmap](https://blog.newhorizonsmktg.com/the-cross-selling-roadmap).

[Cross-Selling](https://blog.newhorizonsmktg.com/tag/cross-selling), [Medicare Supplements](https://blog.newhorizonsmktg.com/tag/medicare-supplements)

## Comments

## Read On

[![5 Tips to Cross-Sell Final Expense to Your Clients](https://blog.newhorizonsmktg.com/hubfs/NH-5-Tips-to-Cross-Sell-Final-Expense-to-Your-Clients.webp)](https://blog.newhorizonsmktg.com/5-tips-to-cross-sell-final-expense-to-your-current-clients)

### [5 Tips to Cross-Sell Final Expense to Your Clients](https://blog.newhorizonsmktg.com/5-tips-to-cross-sell-final-expense-to-your-current-clients)

 One of the most natural cross-selling opportunities is final expense insurance. Many beneficiaries...

[![NH-How-Insurance-Agents-Can-Get-Out-of-the-Dreaded-January-Sales-Slump](https://blog.newhorizonsmktg.com/hubfs/BlogImages/NH-How-Insurance-Agents-Can-Get-Out-of-the-Dreaded-January-Sales-Slump.jpg)](https://blog.newhorizonsmktg.com/how-insurance-agents-can-get-out-of-the-dreaded-january-sales-slump)

### [How Insurance Agents Can Get Out of the Dreaded January Sales Slump](https://blog.newhorizonsmktg.com/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...

[![The Ultimate Guide to Cross-Selling Insurance in the Senior Market](https://blog.newhorizonsmktg.com/hubfs/BlogImages/NH-The-Ultimate-Guide-to-Cross-Selling-Insurance-in-the-Senior-Market%20(1).jpg)](https://blog.newhorizonsmktg.com/the-cross-selling-roadmap)

### [The Ultimate Guide to Cross-Selling Insurance in the Senior Market](https://blog.newhorizonsmktg.com/the-cross-selling-roadmap)

 Cross-selling insurance isn’t difficult. It can be intimidating at first, because you need product...

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