Part D help leads to cross sale commission
An agent was recently helping his client (female, age 72) with her Prescription Drug Plan. While navigating the pages at Medicare.gov, the client asked him "Do you know anything about nursing home…
Case of the Week: Life Policy Review
This case was a referral from a Med Supp client.
My client wants to protect her family in case of premature death
You probably aren't reaching out to your clients enough
Image courtesy of Kari Kileen Custom Invitations and Stationery
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.
