Q&A: How to Handle Med Supps for Snowbird Clients
When working with seniors, it’s very common to come across snowbirds. They live in the midwest for the summer, and they travel down south (usually to Florida) for the winter. We get a lot of…
How to Find Potential Clients on LinkedIn: Q&A with 4 LinkedIn Coaches and Experts
Finding clients and prospecting is one of the hardest parts about being an independent insurance agent. I’m sure you’ve tried just about everything in the book, but have you ever considered…
How to Do a Life Insurance Policy Review (A Shortcut and Real-Life Examples Included)
A great way to snag new clients is to offer a free life insurance policy review.
How to Get All the Benefits From Social Media as a One-Man-Show
Social media. It’s downright awesome. Why?
Short-Term Care Insurance FAQs: Sales Tips, Product Info, & Carrier-Specific Answers
Q: I’m a Med Supp agent. Why would I start selling short-term care? A: If you do a needs assessment with your clients, you’ll be able to show them where the gaps are in their coverage. Often times,…
The Perfect Agent Workday for Maximum Productivity
The control! The power! The freedom!
The Safest Way to Be Risky: Fixed Annuities with an Indexing Option
For some clients, a regular MYGA annuity just isn’t interesting enough. They like the safety of it, but they want the opportunity to make bigger gains that only the stock market can produce.
How to Generate More Leads and Keep the Clients You Have
Why do you think people buy insurance from you?
Annuity Q&A for Agents: Top Sales Experts Answer Your Trickiest Questions
Annuities can be a tough sell, especially for seniors, because they don’t want their money to be locked up. You mention a 5- or 7-year contract and you can feel the immediate hesitation in the air.
