How to Help Your Medicare Clients That Are Working Past Age 65
As an independent insurance agent in the Medicare space, you’re bound to see a little bit of everything. However, something you’re probably seeing more and more is clients that are choosing to work…
How Insurance Agents Can Get Out of the Dreaded January Sales Slump
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 quarter – how am…
How to Cross-Sell Final Expense to Your Current Medicare Clients
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?
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
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
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
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!
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
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
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…
