How to Complete Your Free AML Training for Life and Annuity Sales
In order to sell most life insurance and annuity products, you need to complete Anti-Money Laundering (AML) training. AML training teaches you about the process of money laundering, the laws that…
What Agents Need to Know to Prepare for AEP During COVID-19
In July, Integrity put on a fantastic event called Medicare Live, and DEFT Research had a great session on Consumer Insights. You can watch that session recording at https://medicarelive2020.com.…
Cover Your Bases: How to Use LinkedIn for Agent Recruiting
If you are looking to recruit more agents for your agency, LinkedIn could be a great place to invest some time. LinkedIn is built for business networking, and many business professionals use it to…
Best CRM Software for Insurance Agents In the Senior Market
If you're an insurance agent looking to scale your agency, you can't hide from CRM software. Customer Relationship Management (CRM) software helps you keep track of information to take great care of…
Funny Insurance Lingo Everyone In Senior Market Insurance Can Relate To
AEP is right around the corner. As we all prepare to get in the game with fantastic events like Medicare Live! and possibly even buying a treadmill for stress relief, I thought it'd be nice to take a…
Level Up: How to Start Building an Insurance Agency
If you're a rockstar producer interested in starting an agency, you have a choice: do I want to continue serving clients, or do I want to get into management?
How to Handle Medicare Supplement Rate Increases With Your Clients
Medicare Supplement rate increases are inevitable. There's typically at least one rate increase per year, and it's fairly common for a premium to double over the course of 7-10 years. So, how are you…
Watch the Jargon! Do Your Clients Understand You?
A friendly reminder from New Horizons Insurance Marketing!
How I Sold $2.3 Million of Annuities in Under 2 Weeks
I decided to send a letter to my entire client base. I didn’t purchase any lists or anything, I just sent this letter to my existing clients.
A 2020 Mid-Year Update From Jeff Sams
Greetings to you, and the best of wishes to you and your family.
