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?
Who are your clients - anyone over 65?
Say you are in the market for a brand new Ford F-150. You walk into one auto dealership, and you see that they have a selection of Fords, Chevys, Dodges, Hondas, a BMW, a Harley, some ATVs &…
Have you offered your current clients a Life Insurance Review?
Agent: “Do you have Life Insurance”?
Introducing the Interactive Field Underwriting Guide
Not all life insurance cases involve the age 65 female with NO health issues and NO meds. Your cases involve real people with real medical conditions. Use this tool to get a feel for how John…
