How to Retire Gradually Using the Hybrid Model
Thinking about retiring in the next 2-3 years? One option is the "hybrid model." It allows you to sell your book of business while continuing to sell new policies. It's a great option for agents who…
16 Life Insurance Facebook Ad Examples to Help You Create Your Own
If you’re warming up to the idea of Facebook advertising but have absolutely no clue where to begin, a good practice is quite honestly to look at what everyone else is doing.
How to Present Plan N to Your Medicare Clients
Plan N has been poised to become a top Medicare Supplement choice for years, but presenting it to clients can be difficult.
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…
