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…
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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 product knowledge, a solid stable of carriers in your portfolio, and a process. This insurance cross-selling…
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…
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…
The Ultimate Guide to Selling Insurance From Home
Face-to-face appointments are the way we’ve sold insurance for a long time. However, over the past decade or so, more agents have been taking their business online, using e-Applications and other…
How to Sell Medicare Part D
As an agent in the senior market, you need to know how to sell Medicare Part D. Even if you're a die hard MAPD fan, you're still bound to come across clients who prefer a Med Supp or the MSA, in…
9 Ways to Ask for Referrals to Grow Your Insurance Agency
Ah, the wonderful referral. There's no better – or inexpensive – way to grow an insurance agency than to be thriving off of referrals. Word of mouth marketing is a tried-and-true way to find new…
