Do I Need an LLC as an Independent Insurance Agent?
When we start talking about terms like LLC, sole proprietorship, partnership... things can get muddy really fast. That's why we talked with a local lawyer, Shane Mendenhall. He has some great advice…
Ask the Underwriters: Med Supp & Life Underwriting Tips for Agents
Ahh, underwriting. The bane of many an independent insurance agent's existence. While many of us struggle to place tough cases as we bury our noses in underwriting guides, there are underwriters out…
7 Surprises to Insurance Agents After They Enrolled in Medicare
Enrolling into Medicare is one of the most complicated endeavors you go through as you prepare to turn 65. Thankfully, independent insurance agents make the confusing process simple.
How Insurance Agents Can Get Out of the Dreaded January Sales Slump
Let's face it – not a lot of business is written in January. Because you come off this high from AEP, it's like going from one extreme to the next. I've just seen everyone in fourth quarter – how am…
When Clients Ask About Commission: Senior Insurance Agent Discussions
People don't typically run around asking you what your salary is, but sometimes, those who live off commission sales – including senior market insurance agents – can be the exception. So many people…
How to Manage Growth as a One-Person Insurance Agency
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 Successful Insurance Producers Are Selling More Per Client
There's no agent out there that would say they don't want to make more money. But for a lot of us, we think the only way to make more money is to spend more time and money on lead generation. Finding…
AEP Survival 101: How to Write Apps All Year Long
AEP. It's crazy, I know. We've all just experienced it. Most of us are trying to keep our sanity during AEP, and by the time January rolls around, we're totally wiped out and can't believe we even…
[Case Study] How We Built Our Local Insurance Agency
Over 30 years ago, John and I started our local insurance agency. We went through all those growing pains, from making expensive marketing mistakes to finding and hiring the right staff members.…
10 Must-Read Books If You're A Senior Market Insurance Agent
What does reading books have to do with becoming a better insurance agent?