Blog

Video: Learning e-Apps – Lasso Healthcare MSA Application

The ease of use with the Lasso Healthcare e-app is what we'll go through today. As you'll see, the e-application is incredibly simple to use – it only takes about 10 minutes. My video walkthrough will also provide some ...
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4 Sales Scenarios That Will Help You Sell the Lasso MSA

I've embraced the Lasso Healthcare MSA with open arms, because I can see the massive benefits it has for individuals 65+. I know there are some agents out there who haven't warmed up to the MSA, so I wanted to share a ...
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Why Is the Lasso MSA So Great for Seniors Turning 65?

Your clients are the oldest they've ever been and the youngest they're ever going to be. They're at a spot in their life where they can take advantage of something because of their health and also their finances at age ...
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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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What You Need to Know About Lasso MSA Contracting

Getting contracted to sell the Lasso Healthcare Medical Savings Account (MSA) product is thankfully very easy. Here's a quick overview of the Lasso MSA contracting process: Make sure you're up-to-date on the AHIP Send ...
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The Worst Advice We’ve Ever Heard About Retiring From Insurance

It sounds like the popular opinion on the street is that letting your book of business die out and then living off the renewals is the best way to retire. This is the worst advice I've ever heard about retiring from ...
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Ask Me Anything: 12 Answers to Your Succession Planning Questions

Jeff and I have purchased two books of business within the last year and a half or so, and we've also planned out our personal succession plans. Retirement planning is something that's on our minds quite a bit, and we ...
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It's Time to Sell Your Insurance Business: What's It Worth?

For my guys and gals who have narrowed down the retirement possibilities and want to sell, we need to talk about something really important: your book's value. So, today we're going to help you figure out what your book ...
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Quarterly Annuity Update with Kirk Sarff | Q1 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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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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