How to Help Clients Find Medicare-Participating Providers
Medicare clients often look to their agent for guidance when navigating the complexities of the government healthcare system.
How to Sell Hospital Indemnity Plans: Sample Sales Script
A Hospital Indemnity plan (HIP) is a fantastic insurance product, particularly for clients with a Medicare Advantage plan. When any health insurance plan comes with out-of-pocket exposure for a…
How to Create a Facebook Ad as a Medicare Insurance Agent
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
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
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
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+
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…
How to Record & Store Calls for AEP: CMS Compliance Changes
New compliance rules and guidelines that apply to Medicare Advantage and Part D plans are coming. From new disclaimers to a call recording and 10-year storage requirement, these major changes will…
A Summertime Pep Talk on Calling Your Client Base
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…
Are Insurance Agents Really Necessary? (2022)
💬 Tell us in the comments: where do you think the future of insurance agents is headed? Back in 2013, I wrote this article about whether or not insurance agents are really necessary in today’s…
