Easily transition from Plan F to G with CSI Life
With all of the Medicare Supplement Plan G business coming in the door, CSI Life offers a great little benefit to all their Plan F customers who want to transition to a Plan G.
“Hit for the Cycle” with Client Needs Assessment
Recently, an agent did “hit for the cycle” when using a Client Needs Assessment (CNA). In baseball, “the cycle” is of course hitting a single, double, triple and home run in the same game.
Don't get tripped up on TRIP
Teachers in the state of Illinois contribute to the Teachers Retirement Insurance Program (TRIP). In February of 2013, the TRIP Medicare Supplement option was replaced with a choice of three…
How Med Supp agents can still sell to Medicare Advantage prospects
Maybe you sell Medicare Supplement insurance plans, but not Medicare Advantage. No doubt you’ve run into a prospect who has an MA plan, and they’re happy with it. You can shake their hand and wish…
What an Insurance Consumer Wants From Their Agent When Buying
Guest post by Kelsey Rosauer, AgencyBloc
Don't overlook these easy leads
As an insurance agent, your success depends on getting leads. Without people to present to, you’re out of business. Buying leads can be expensive, and cold-calling and door-knocking can be an…
What if my client doesn't need the money from their required minimum distribution?
An agent asked me about a scenario where his client was taking their required minimum distribution (RMD), but didn't need the money. Their client was looking for a better way to "spend" the money…
A formula for making more money this year
As a general rule, I hate reality TV. Every show feels the same to me, from the way the shows are edited to create artificial drama, to the music that builds suspense before cutting to commercial.…
Beating the dead horse of cross-selling
I've been in this business long enough to remember when the majority of your sales were not made during the last quarter of the year. I can remember growing a beard in December because no one wanted…
Why bother with a Life Insurance Review?
One of our agents recently went out door-knocking. Our cold-call case of the week shows us why Life Insurance Reviews are so good for agents and clients.
