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.
Cover Your Bases: Production Goal Examples for Insurance Agents
Setting production goals as an insurance agent or agency owner is a great way to keep growing your business.
Why Independent Agents Should Create a Perpetuation Plan
What's your perpetuation plan?
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.
How to Sell a Life Policy with an LTC Rider
A long-term care stay is one of the largest financial risks for anyone over age 65. Someone turning age 65 today has nearly a 70% chance of needing some type of long-term care in their remaining…
15 Tips for Hosting an Educational Medicare Seminar
Originally published June 15, 2021. Updated March 12, 2024 to reflect compliance changes and some new insights after several more years of experience. An educational Medicare seminar is a great way…
The Ultimate Guide to Selling Annuities In the Senior Market
By Kirk Sarff and Michael Sams Annuity sales are a huge opportunity for independent agents in the senior market. If you want to learn how to sell annuities to seniors, you've come to the right place!
How to Create Professional Insurance Agent Business Cards
Some methods of marketing just don’t die. And having professional business cards is one of them. Here's a quick guide to ensure you create and order professional-looking business cards to promote…
How to Hold a Medicare Advantage Sales Seminar
This article is for agent use only. A Medicare Advantage (MA) sales seminar is a surefire way to educate your community and complete plan enrollments on the spot. The tricky part is fully…
