What to Do When a Med Supp Client Moves to a New State
If you have customers who no longer live in your state, but they would still like you to help them with their coverage, you have three options.
My Experience Selling the New Lasso Medical Savings Account (MSA) Product
The Medical Savings Account (MSA) plan from Lasso Healthcare is definitely new to us all, so I wanted to share my own experience with presenting it to a client.
7 Client Leave Behinds You'll Want for AEP
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.
Best CRM Software for Insurance Agents In the Senior Market
If you're an insurance agent looking to scale your agency, you can't hide from CRM software. Customer Relationship Management (CRM) software helps you keep track of information to take great care of.
Watch the Jargon! Do Your Clients Understand You?
A friendly reminder from New Horizons Insurance Marketing!
How I Sold $2.3 Million of Annuities in Under 2 Weeks
I decided to send a letter to my entire client base. I didn’t purchase any lists or anything, I just sent this letter to my existing clients.
Is It Hard to Sell Medicare Supplements?
When you're looking to get into Medicare sales, a question may linger in the back of your mind: is it hard to sell Medicare products?
How to Use Zoom for Client Video Conferences
It's a strange world we're in right now as we navigate through the coronavirus disease pandemic. In the last U.S. Census, 5.2% of U.S. workers worked exclusively from home. Now, millions of Americans.
Not Using E-Apps Yet? Here's 9 Reasons Why You Should
Beyond just saving trees, e-Apps provide a truckload of benefits to you, the agent. Even if you’re a pen and paper kind of guy, using e-Apps can save you a ton of time. Here are 9 reasons why you.
Start Your Own AEP
In the first few months of the year, this industry is notoriously slow. The hustle and bustle of the Annual Enrollment Period (AEP) is over, and many agents take this time to go on vacation, relax,.
