What Sports Taught Me About Selling Insurance (A 2017 Update)
There’s a reason why a ton of salesmen are former athletes, and John Hockaday and I (Jeff Sams) are no exception. Both of us have a background in sports.
Video: How We Got Over 500 Testimonials (Hint: You Can, Too)
There are 2 ways to get a stranger to trust you.
10 Insurance Experts Give Their Best Advice for Independent Agents
We know how it can be… Being an independent insurance agent can feel lonely. You’re trudging through the business alone, figuring out the ropes by yourself, and you’re responsible for creating your…
3 Little-Known Ways to Make Your Long-Term Care Pitch a Slam Dunk
We all know what time of year it is…
The Complete Guide to Annual Policy Reviews for Independent Insurance Agents
If you’re an independent insurance agent, you already know how important it is to be in touch with your clients. Maybe you started out really strong — you just sold the policy, you sent a follow-up…
What new senior market agents should buy instead of leads
This may seem obvious, but when you become an insurance agent, prospects aren’t just going to start calling and tracking you down to buy a policy from you. As with any business, you must prospect for…
Four Services Medicare Doesn't Cover that Your Clients Need
Your job in working with senior clients includes helping them obtain and understand Medicare and Medigap insurance policies. The Medicare handbook gives important insights for you to provide them on…
It's what you do in the dark that puts you in the light
Those of you who pay close attention to articles in this newsletter may have noticed that I'm the least likely member of our team to make a sports analogy. My wife, who was far more obsessed with the…
Packaging Cancer Insurance with a Medicare Supplement
In this video, Chase shares his method for cross-selling a Cancer insurance plan with Medicare Supplement insurance. If you're newer to Medicare Supplements, make sure to read our beginner's guide to…
What really drives your clients’ decisions?
This is excerpted from Dr. Namika Sagara’s presentation at the 2016 National Medicare Supplement Sales Summit in Kansas City, MO.
5 Agents’ advice for getting started selling annuities
We’ve heard from a number of Medicare Supplement producers that they’re interested in offering annuities, but they’re intimidated, or even scared. It can be nerve-wracking to think you’re getting…
Insurance Sales Lessons from the Masters
This post is excerpted from Ken Smith’s presentation at the 2016 National Medicare Supplement Sales Summit in Kansas City, MO.
My client is a successful farmer, and needs more than just a Med Supp
Our agent, Judy, sold a Medicare Supplement to a husband and wife who farm. Judy knows that it always pays to ask questions, and found out that they have 1,200 acres - valued at over $12,000,000.…
“Hit for the Cycle” with Client Needs Assessment
Recently, an agent did “hit for the cycle” when using a Client Needs Assessment (CNA). In baseball, “the cycle” is of course hitting a single, double, triple and home run in the same game.
