How to Create a Facebook Ad as a Medicare Insurance Agent

October 24, 2022

Facebook, or Meta, is a great place to advertise, but it's not exactly intuitive. Our marketing team has put together a guide to help any Medicare insurance agent start their first ad on Facebook.…

Getting Started with New Horizons

October 9, 2022

If you’re a newly contracted agent with us, we want to extend the warmest welcome. If you’re thinking about working with us, this video is for you. We’d love to give you a quick tour around to show…

How 3 Medicare Agents Handled Selling Their Book of Business

August 29, 2022

Have you ever wondered what it's like to sell your book of business? Hear directly from 3 agents who have gone through the perpetuation planning process.

The Art of Prospecting In Senior Market Insurance Sales

August 22, 2022

One of the most frequent questions I have heard from agents over the past 41 years is: Do you have leads? So many people believe if they have someone to talk to, they can sell. In my opinion, a…

31 Best Questions to Ask Life Insurance Prospects Ages 60+

August 8, 2022

Life insurance is not only a great way to increase your income, but it's a wonderful solution for senior-aged clients. Of senior market insurance agents who make over $200,000 annually, 79% sell life…

A Summertime Pep Talk on Calling Your Client Base

July 11, 2022

A lot of agents spend the summertime relaxing and going on vacation, and I do hope you have great family time set aside. But at the very least, talk to your customers, and don't take the whole summer…

15 Valuation FAQs From Senior Market Agents

June 28, 2022

When you're ready to retire or leave the business, you can sell your block of business. Your client base and renewable commission streams are valuable.

Succession Planning 101: How to Retire as an Independent Insurance Agent

June 28, 2022

Coming up with a succession plan – and ultimately a retirement plan – is one of the biggest decisions you’ll make in your life, especially as an independent insurance agent. Your book of business can…

3 Killer Annuity Sales to Inspire & Motivate

June 14, 2022

Are you thinking about getting into annuity sales? Or perhaps you just need a little motivation in the annuity department. I've got you covered.

Med Supp Agent Guide to Household Discounts

June 6, 2022

Medicare Supplement household discounts (HHDs) can be a great selling point with consumers, but they can also be a huge pain for agents.

Do You Know What Seniors Want In a Medicare Advantage Plan?

May 24, 2022

Do you know what seniors really want in a Medicare Advantage plan? The answer, in many cases, may surprise you.

Google Business Profiles for Insurance Agents (a How-To)

May 10, 2022

If you go to Google and search “medicare insurance,” you’ll probably see a few ads at the top of the screen. Then, you’ll spot a section titled “People Also Ask” and a little map with three or so…

An Insurance Agent's Guide to Mastering the Senior Market Client Relationship

May 3, 2022

Senior market insurance is all about relationships and service. In fact, the type of selling we do in the senior insurance space is called relationship selling. Luckily, we've been writing about…

Level Up: The Value of Sales Shadowing for New Insurance Agents

April 25, 2022

When you're building an agency, part of your time will shift towards training your new downline agents.

Why Do Insurance Carriers Terminate Independent Agent Contracts?

April 18, 2022

Have you ever gotten a termination letter from an insurance carrier? It can feel like you've done something wrong, but it comes down to lack of production and the costs associated with it.