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

June 3, 2019

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. The other kind, transactional selling,.

Retirees Who Get Employer-Subsidized Insurance Are Still an Opportunity

April 16, 2019

If you have retired clients who receive a health reimbursement from their employer, you may have thought you can't help them. After all, they're under the impression that they have to buy all their.

How to Manage Growth as a One-Person Insurance Agency

April 2, 2019

If you're an insurance agent, you know that your time is best spent in front of the client. All of that behind-the-scenes work like scheduling appointments, fixing errors on applications, and running.

How to Help Your Clients Sign Up For Medicare Part B

February 5, 2019

  Helping your clients sign up for Medicare is a great service that helps separate you from your competition. We have to give one of our great agents, RD Roulston, the credit for this quick tip that.

The Surprising Truth Behind Doing Complimentary Part D Evaluations

June 20, 2017

Part D commissions are bad. If you do them all day long, you might walk away with a decent paycheck, but it seems like more trouble than it’s worth. However, there’s a surprising upside to doing Part.

5 Simple Ways to Support Isolated, Lonely Clients

February 21, 2017

Being an agent isn’t just about selling policies — it’s about being a source of support. That means educating your clients, keeping track of the details, following up, providing quick response times,.

You probably aren't reaching out to your clients enough

November 21, 2014

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How to Show Clients You Care When it Matters Most

March 18, 2014

My wife recently gave birth to our daughter very early, at just shy of 28 weeks, and is now in the NICU. This experience has been amazing, scary, overwhelming, exciting, and several other feelings.

Relationships Rewarded with Renewals

January 15, 2014

Everyone in the insurance industry wants to know the easiest and cheapest ways to make more money. We spend money on offers of the "best leads ever." We go to seminars and listen to the big keynote.

We Give Money – We Don’t Take It!

July 1, 2013

After having spent over 12 years playing professional baseball and worrying only about hitting the curve ball, and afterwards spending nearly 37 years in the insurance industry, I often find myself.