Cover Your Bases: Production Goal Examples for Insurance Agents
Setting production goals as an insurance agent or agency owner is a great way to keep growing your business.
How to Become a $1 Million Insurance Producer
Becoming a $1 million insurance producer is possible. But it’s going to take a lot of time, hustle, and determination to get there.
15 Tips for Hosting an Educational Medicare Seminar
Originally published June 15, 2021. Updated March 12, 2024 to reflect compliance changes and some new insights after several more years of experience. An educational Medicare seminar is a great way…
The Ultimate Guide to Selling Annuities In the Senior Market
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!
How to Sell Annuities From Home: Over the Phone Sales Tips
Looking for tips on how to sell annuities from home? You've come to the right place. But before we dive into it, here's a disclaimer: selling annuities from home is a mountain of a challenge.
How to Sell Medicare Advantage Over the Phone
Interested in selling Medicare Advantage products from home? It can sound intimidating, especially when you consider the compliance rules. But we're breaking it down into a series of actionable steps…
The Ultimate Guide to Cross-Selling Insurance in the Senior Market
Cross-selling insurance isn’t difficult. It can be intimidating at first, because you need the product knowledge, a solid stable of carriers in your portfolio, and a process. However, with the right…
The Best Way to Get Better At Selling Senior Insurance
The best way to get better at selling senior insurance products is simple: practice your presentations.
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.
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…
