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.

[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…

2018 AEP is Here!

October 9, 2018

It's that time of year again where we're rolling into the 4th quarter and the Medicare Annual Enrollment Period (AEP) is right around the corner. We wanted to send you a word of encouragement as well…

8 Questions to Get Your Clients and Prospects Talking Every Time

October 9, 2018

Whether you’re meeting a prospect for the first time or you’re having your tenth renewal appointment with a loyal client, sometimes the conversation can get stuck.

What to Do After a Client’s Death: Senior Insurance Agent Discussions

October 2, 2018

What’s your process for dealing with the death of a client? Help us help each other by leaving a comment at the end of this article. If you work in senior insurance sales, dealing with the death of a…

One Simple Phrase That Will Help You Close Any Insurance Sale

September 4, 2018

You’re giving a presentation to a brand new client.

[VIDEO] Succession Planning 101: Webinar Recording

August 7, 2018

Webinar Recording This video is a recording of a webinar hosted by AgencyBloc. In this video, John Hockaday discusses several areas of concern when preparing to sell your insurance agency or book of…