Blog

9 Client Leave Behinds You'll Want for AEP

October 7, 2019

During 4th quarter, you're going to be very busy seeing a lot of clients and prospects. We understand that many agents generally don't slow down to take care of anything other than the pressing.

My Experience Selling the New Lasso Medical Savings Account (MSA) Product

October 1, 2019

Originally published October 16, 2018. Article updated October 1, 2019. Updates include Lasso Healthcare 2020 plan deposit and deductible information. The Medical Savings Account (MSA) plan from.

How to Prepare for AEP This Fall

September 18, 2019

Admit it. You’ve thought about retiring early in the middle of November. Open enrollment can be a battlefield, and we want to give you the armor and shield you need to make it out alive.

How to Cross-Sell Final Expense to Your Current Medicare Clients

August 26, 2019

Many independent insurance agents start selling life insurance by offering small plans as add-on sales to Med Supp plans. These small plans are referred to as Final Expense, burial coverage, whole.

If a client asks this question, do you have a good answer?

July 30, 2019

The main task of an insurance agent is to educate the client. We've been writing about education first, sales second for years now, but I fear that many agents aren't taking that to heart. When you.

The Ultimate Guide to Selling Cancer Insurance to Seniors

June 24, 2019

Selling supplemental health insurance to seniors is a great opportunity for independent agents, and it's also a great solution for Medicare-eligible seniors.

The Ultimate Guide to Selling Annuities In the Senior Market

May 29, 2019

By Kirk Sarff and Michael Sams Annuity sales are a huge opportunity for independent agents in the senior market. If you want to learn how to sell annuities to seniors, you've come to the right place!

Selling Insurance to Seniors: Are You Offering Everything You Should?

April 23, 2019

A few years ago. I was a Med Supp guy, and I really didn't know how to sell anything else. However, after years of learning and trying new things and figuring out how I could better serve my clients,.

How Insurance Agents Can Get Out of the Dreaded January Sales Slump

January 2, 2019

By Michael Sams 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.

[Case Study] What I Earned When I Learned How to Use a CNA

December 18, 2018

Would you call me crazy if I told you that asking one extra question during an appointment could ultimately make you an extra $21,000? Well, call me crazy, because this is a real-life case study from.