Blog

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.

How Successful Insurance Producers Are Selling More Per Client

December 11, 2018

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.

Lasso MSA Roundtable: Agents and Brokers Share Their Early Successes

October 30, 2018

In this Lasso MSA Roundtable, I (Steve Spinner) talked with Rob Pastore and Greg Reif to understand their early sales successes.

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

October 16, 2018

The Medical Savings Account (MSA) plan from Lasso is definitely new to us all, so I wanted to share my own experience with presenting it to a client.