My client wants to protect her family in case of premature death
You probably aren't reaching out to your clients enough
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Review your client’s current Life Insurance policies
3 Easy Ways to Cross Sell Med Supp Clients
With the Annual Enrollment Period in full swing, agents are working hard, and many of you sell more during this last quarter than you do the rest of the year combined. By sticking to Medicare…
What to do when your client wants income but doesn’t want to lose principal
As you may know, most Single Premium Immediate Annuities (SPIA) are purchased with a lump-sum payment, where the client's principal is used to "purchase" a future income stream. In that scenario, the…
Case of the Week: $95,000 CD
Med Supp Cross-Selling Cheat Sheet
You have current Medicare Supplement clients that fall into 1 of the 5 categories below.
Video: How to copy the “Medicare & You” handbook to your phone for quick access
The Medicare & You booklet is around 160 pages, so maybe you'd prefer not to keep a thick book with you in the field. If you carry a smartphone or tablet, you can easily keep a copy there if you need…
Do your current clients have life insurance with another agent?
Do you need a reason to offer a Life Insurance Review for your current Medicare Supplement clients?
