Insurance Agents: How to Optimize Your LinkedIn Profile Summary
If you're an insurance agent and you're not yet on LinkedIn, I'd encourage you to set up a profile. Even though LinkedIn is geared more towards B2B, it's still a huge opportunity for you to present…
3 Experienced Agents Give Tips for New Insurance Agents
Being an independent insurance agent in the senior market can be very lucrative, which is one of the huge draws for individuals looking to join the industry. However, the failure rate? It's dismal.…
How Do FMOs Get Paid?
I know what you're thinking. Are you seriously publishing this for all the world to see? The subject of money is always touchy. How an FMO gets paid – or how any of us gets paid – is just one of…
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…
[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…
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…
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…
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.…
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…
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…
