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…
Selling Your Medicare Book of Business: An Interview with Steve Cooke
We're excited to continue our Succession Planning video series with Steve Cooke, an agent from South Bend, Indiana who sold his book of business to us in just 18 days.
Ultimate Scope of Appointment (SOA) Guide for Medicare Agents
Scope of Appointments (SOA) are an important part of selling Medicare Advantage and Part D prescription drug plans. That said, coming up with a system – and staying on top of ever-changing…
Agent Guide to Home Health Care and Medicare Coverage
Most Medicare agents are very well aware that Medicare does not pay for long-term care, whether you're in a nursing facility or at home. In a skilled nursing facility, you can get up to 100 days of…
