8 Marketing Ideas for Annuity Awareness Month (2024)
Are you looking to boost your success in the senior market? Look no further than annuities. Not only are they highly profitable, but they also fill a really pressing need for those preparing for…
10 TPMO Disclaimer Tips to Stay Compliant (2024)
The TPMO disclaimer seems to be here to stay, but there's a lot of mystery surrounding it.
Medicare Rapid Disenrollment: Definition + Prevention Strategies
No agent wants to hear they've lost a client, especially when it's a rapid disenrollment at the beginning of the year.
Drive More Traffic: 26 Tips for Insurance Agent Websites
So, you have a website for your insurance agency – how do you get qualified senior prospects to see it?
Medicare Educational Events Compliance Roadmap: Best Practices
The idea of hosting an educational Medicare event intimidated me for a long time thanks to compliance. I worried about unintentionally breaking a rule and getting into some red tape, so I just…
The LOA Insurance Agency Model: Benefits & Drawbacks
The licensed only agent (LOA) model is a great option for successful agents who want to expand by recruiting agents to work beneath them.
2024 Plan F Agent Guide
We're 4 years post-MACRA, and we thought it was time for a Plan F check-in.
What’s the Best 5-Year Fixed Annuity?
We’ve recently had agents calling in asking about the best 5-year fixed annuity. It's always a little hard to throw out an answer, because rates are changing constantly. Plus, the best 5-year fixed…
Cover Your Bases: How to Increase Insurance Agent Productivity
As an insurance agency owner, you want to make sure your agents are being as productive as possible. The money coming in the door directly reflects how well they're using their time. There's so much…
12 Exit Planning FAQs: Money, Options, Timing, & More
Over the last few years, we've helped over 30 agents retire by purchasing their book of business and servicing their customers. As you can imagine, there are a lot of questions during this time, so…
