Senior Market Insurance Agent Blog

A Day In the Life of a Multi-Million Dollar Insurance Agent

January 31, 2023

I sat down with multi-million dollar producer, Michael Sams, to find out what a day in his life is like. With over half a million dollars in Medicare Supplement sales and over $8.6 million in annuity…

The Ultimate 2023 Tax Deductions Checklist for Insurance Agents

January 3, 2023

Note: This article has been updated for 2023. Disclaimer: We are not tax professionals. Please consult with your accountant or CPA for tax advice. It’s tax season again, and we’ve put together a full…

How to Track Mileage for Independent Insurance Agents

January 3, 2023

If you're the type of agent who visits your clients, or even goes door-knocking, you need to be tracking your mileage. At a tax deduction rate of 58.5 cents per mile for the first 6 months of 2022…

A Medicare Agent's Guide to the AEP Post-Mortem

December 7, 2022

As soon as December 8th arrives, all of us Medicare agents enjoy a sigh of relief. Right after we've been in the storm, it's the perfect time to plan for what we'd do differently next year.

10 Unique Agent Perks We Offer as an Integrity Partner

November 28, 2022

As an FMO, we're always looking for ways to support independent agents and help them grow their businesses.

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…

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…

Are Insurance Agents Really Necessary? (2022)

July 7, 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…

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.