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.
When Does AHIP 2025 Start?
Each year, AHIP's Medicare + Fraud, Waste, and Abuse (MFWA) Online Training comes out in June for the following plan year. AHIP has the health insurance industry's most widely recognized training. It…
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…
Annuity Production Case Study: How One Agent Did Over $11M
*This agent has chosen to remain anonymous.* When I see an agent doing over $11 million in annuity production in a year, I get curious. How are they doing it? What's the secret? I was nosy for all of…
What to Expect In the Senior Annuity Market for 2024
Join us as we dive into the world of senior annuities, reflecting on the achievements of 2023 and making some predictions about what lies ahead in 2024.
New Medicare Agents: 13 Common FAQs
Over the years, I’ve noticed a few trends when it comes to agent questions. I often get asked the same types of questions by both new and existing agents, and I thought it’d be useful to put them all…
Selling Your Medicare Book of Business: An Interview with Debbie Deane
Debbie Deane is next up in our video series on agents who have sold their book of business to us. Debbie is a great agent out of Virginia who has become a good friend. Some of her book was in…
