12 Exit Planning FAQs: Money, Options, Timing, & More
Over the last few years, we've helped over 30 agents retire by purchasing their book of business and servicing their customers. As you can imagine, there are a lot of questions during this time, so…
Annuity Production Case Study: How One Agent Did Over $11M
*This agent has chosen to remain anonymous.* When I see an agent doing over $11 million in annuity production in a year, I get curious. How are they doing it? What's the secret? I was nosy for all of…
Top 5 MA OEP Compliance Tips
The Medicare Advantage Open Enrollment Period (MA OEP) is notorious for having very strict compliance rules. However, there are still lots of opportunities to keep growing your book of business in…
The Ultimate 2024 Tax Deductions Checklist for Insurance Agents
Note: This article has been updated for 2023. Disclaimer: We are not tax professionals. Please consult with your accountant or CPA for tax advice. It’s tax season again, and we’ve put together a full…
What to Expect In the Senior Annuity Market for 2024
Join us as we dive into the world of senior annuities, reflecting on the achievements of 2023 and making some predictions about what lies ahead in 2024.
New Medicare Agents: 13 Common FAQs
Over the years, I’ve noticed a few trends when it comes to agent questions. I often get asked the same types of questions by both new and existing agents, and I thought it’d be useful to put them all…
2024 Medicare Changes: What Insurance Agents Need to Know
Another year means more changes coming to Medicare. In this article, we'll outline all of the major Medicare changes coming in 2024.
Selling Your Medicare Book of Business: An Interview with Debbie Deane
Debbie Deane is next up in our video series on agents who have sold their book of business to us. Debbie is a great agent out of Virginia who has become a good friend. Some of her book was in…
A Medicare Agent's Guide to the AEP Post-Mortem
As soon as December 8th arrives, all of us Medicare agents enjoy a sigh of relief. Right now is the perfect time to plan for what we'd do differently next year.
Selling Your Medicare Book of Business: An Interview with Steve Cooke
We're excited to continue our Succession Planning video series with Steve Cooke, an agent from South Bend, Indiana who sold his book of business to us in just 18 days.
