How Med Supp agents can still sell to Medicare Advantage prospects
Maybe you sell Medicare Supplement insurance plans, but not Medicare Advantage. No doubt you’ve run into a prospect who has an MA plan, and they’re happy with it. You can shake their hand and wish…
What an Insurance Consumer Wants From Their Agent When Buying
Guest post by Kelsey Rosauer, AgencyBloc
Don't overlook these easy leads
As an insurance agent, your success depends on getting leads. Without people to present to, you’re out of business. Buying leads can be expensive, and cold-calling and door-knocking can be an…
A formula for making more money this year
As a general rule, I hate reality TV. Every show feels the same to me, from the way the shows are edited to create artificial drama, to the music that builds suspense before cutting to commercial.…
Case of the Week: Savings but no Long Term Care
We recently helped an agent with his client, a 65 year-old female with mild asthma (she takes Prednisone and Dexilant) and acid reflux. She's a former smoker, and has $50,000 in savings. She does NOT…
How to handle a chatterbox client
We've all met people who talk and talk, and talk some more. You politely wait for a pause so you can get a word in, but it never comes. They can somehow continue pouring out their stream of chatter,…
Video: How to copy the “Medicare & You” handbook to your phone for quick access
The Medicare & You booklet is around 160 pages, so maybe you'd prefer not to keep a thick book with you in the field. If you carry a smartphone or tablet, you can easily keep a copy there if you need…
Have you offered your current clients a Life Insurance Review?
Agent: “Do you have Life Insurance”?
Plan F or G? How to Decide Which Med Supp Plan to Sell
There aren't many differences between Medicare Supplement Plan F & Plan G. This probably isn’t news to you, but let’s have a look at how they're different, and help you determine which plan you…
You have to be kidding me - they’re millionaires?
My generation grew up with name brand recognition – if you wore Levi's over any other brand of jean, you were cool. We still live in a society that looks differently at people driving a Mercedes…
Coaching basketball and selling insurance
I coached D-1 college basketball for 16 years. Part of my job was to recruit the best players possible that “fit” our program. I talked to literally hundreds of High School coaches during that time.…
What Motivates You? A Quick Pep Talk
Motivation is a word we often use in life, from the root word motive: to impel a person to a certain action or emotion. Most of my younger years were spent around sports, and I often heard the word.…
How to Show Clients You Care When it Matters Most
My wife recently gave birth to our daughter very early, at just shy of 28 weeks, and is now in the NICU. This experience has been amazing, scary, overwhelming, exciting, and several other feelings…
How to Sell Life Insurance To A Generation That Doesn't Plan Ahead
Think back to the old days. Adages then implored, "Save for a rainy day," and, "Invest for your future."
