Blog

Selling Insurance to Seniors: Are You Offering Everything You Should?

A few years ago. I was a Med Supp guy, and I really didn't know how to sell anything else. However, after years of learning and trying new things and figuring out how I could better serve my clients, I discovered how to ...
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Retirees Who Get Employer-Subsidized Insurance Are Still an Opportunity

If you have retired clients who receive a health reimbursement from their employer, you may have thought you can't help them. After all, they're under the impression that they have to buy all their Medicare insurance ...
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[Case Study] Everything You Need to Know About Selling Your Insurance Business

Steve Hughes just turned 72 and has sold insurance for over 45 years. As of 2019, he is officially retired and has sold his book of business to his FMO, New Horizons Insurance Marketing. "You can't do it all your life. ...
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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 reports can take ...
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Quarterly Annuity Update with Kirk Sarff | Q2 2019

Disclaimer: Interest rates change often. This article will be updated on a quarterly basis, but rates may change between those updates. At any time, you can review current annuity rates here, and you can download our ...
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Why An Agent Started Using the CNA After 33 Years

Tim Bennett has been in the insurance business since 1986 and started regularly using the Client Needs Assessment (CNA) in 2019. Before he started using the CNA to uncover needs with his clients, he realized he was ...
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Step-by-Step Agent Sales Guide for the Lasso Healthcare MSA

Any time there's a brand new product on the market like the Lasso Healthcare MSA, there's a learning curve. Where do I get started? How will I market this thing? What are some of the nitty gritty details I might not get ...
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How to Easily Order Americo and Great Southern Life Medicare Supplement Supplies

Do you need to order Americo or Great Southern Life (GSL) Medicare Supplement applications, client brochures, or underwriting guidelines? It's really easy to order these Med Sup supplies once you know which buttons to ...
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New 2018 Tax Bill Is Saving Independent Insurance Agents a Lot of Cash

If you're filing your taxes in 2019, you're going to be stoked. A new tax bill, the 2017 Tax Cuts and Jobs Act, was passed in December of 2017, and a lot of it came into effect in 2018 for the first time. One part of ...
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Our Thoughts on the 2020 Exit of Medicare Supplement Plan F

By now, we're all fully aware that Medigap Plan F is changing on January 1, 2020. At the top of the year, anyone who is newly eligible to Medicare will not be able to buy Medicare Supplement Plan F. This comes from ...
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