[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…
[Case Study] What I Earned When I Learned How to Use a CNA
Would you call me crazy if I told you that asking one extra question during an appointment could ultimately make you an extra $21,000? Well, call me crazy, because this is a real-life case study from…
How Successful Insurance Producers Are Selling More Per Client
There's no agent out there that would say they don't want to make more money. But for a lot of us, we think the only way to make more money is to spend more time and money on lead generation. Finding…
AEP Survival 101: How to Write Apps All Year Long
AEP. It's crazy, I know. We've all just experienced it. Most of us are trying to keep our sanity during AEP, and by the time January rolls around, we're totally wiped out and can't believe we even…
[Case Study] How We Built Our Local Insurance Agency
Over 30 years ago, John and I started our local insurance agency. We went through all those growing pains, from making expensive marketing mistakes to finding and hiring the right staff members.…
