Case of the Week: Life w/LTC
Congratulations to John Baumgart for the Case of the Week!
The Complete Guide to Annual Policy Reviews for Independent Insurance Agents
If you’re an independent insurance agent, you already know how important it is to be in touch with your clients. Maybe you started out really strong — you just sold the policy, you sent a follow-up…
5 Simple Ways to Support Isolated, Lonely Clients
Being an agent isn’t just about selling policies — it’s about being a source of support. That means educating your clients, keeping track of the details, following up, providing quick response times,…
What new senior market agents should buy instead of leads
This may seem obvious, but when you become an insurance agent, prospects aren’t just going to start calling and tracking you down to buy a policy from you. As with any business, you must prospect for…
Four Services Medicare Doesn't Cover that Your Clients Need
Your job in working with senior clients includes helping them obtain and understand Medicare and Medigap insurance policies. The Medicare handbook gives important insights for you to provide them on…
Long-Term Care Insurance: Facts and Common Myths
When you work with clients on financial planning, one gap you will find in Medicare policies is the lack of long-term care (LTC) coverage. This can create problems; as your clients age, their…
Five questions you should ask your clients before someone else does
Does this sound like you? You’ve been helping your clients with their health insurance and prescription drug plans, for years. You’re comfortable in that world, and you know the plans inside and out.…
Fast Med Supp Turnaround with e-Apps
Here's an example of just how fast your Medicare Supplement business can get approved if you use e-Apps instead of paper.
It's what you do in the dark that puts you in the light
Those of you who pay close attention to articles in this newsletter may have noticed that I'm the least likely member of our team to make a sports analogy. My wife, who was far more obsessed with the…
Packaging Cancer Insurance with a Medicare Supplement
In this video, Chase shares his method for cross-selling a Cancer insurance plan with Medicare Supplement insurance. If you're newer to Medicare Supplements, make sure to read our beginner's guide to…
