Interview with Pam: Retiring After Selling Her Medicare Book
In this interview, Pam Hodge shares her experience selling her Medicare book of business to New Horizons and making a clean break into retirement. Pam talks about: Her 8-10 year relationship with New…
Interview with Heidi: Navigating Book of Business Sale After Loss
In this heartfelt interview, Heidi Fincham shares how she navigated an unexpected and difficult situation: deciding what to do with her Medicare book of business after her husband, Kevin, passed away.
Interview with Laura: Selling Her Final Expense Book and Transitioning to Medicare
In this interview, Laura shares how she built a successful final expense business in Northern Idaho – including an impressive $18,000 first month – and why she decided to sell half her book to New…
Beyond Medicare: Why Ancillary Products Are Your Next Growth Opportunity
While Medicare continues to face legislative uncertainty – which has us temporarily pausing Medicare acquisitions – there's a massive opportunity in ancillary products that every agent should be…
14 Agents Share Their Honest Experience Selling to New Horizons
Over the past few years, we’ve had the privilege of helping dozens of agents transition out of their Medicare business, whether it was for retirement, relocation, or simply moving on to the next…
Selling Your Medicare Book of Business: An Interview with Carrie Sansom
When Carrie Sansom reached her 10th Annual Enrollment Period (AEP), she began feeling the need for change. As a successful Medicare agent with over a decade of experience, she had built a large and…
Selling Your Medicare Book of Business: An Interview with Paul & Lucille Sliker
When Paul and Lucille Sliker decided to leave the U.S. and make a life-changing move to Portugal, they knew it was also time to step back from their successful Medicare business. But as seasoned…
Interview with Bill & Amy: Selling Their Medicare Book of Business
In this insightful interview, Bill and Amy Betts share how they transitioned from life on a sailboat to building a successful Medicare business in Southwest Florida.
Sell Your Medicare Book and Keep Selling: with John Knepper
In our latest interview, we sit down with Mr. John Knepper, a seasoned Medicare specialist from Illinois. About a year ago, he decided he didn't want to be quite so busy, but he wasn't ready to fully…
How to Retire Gradually Using the Hybrid Model
Thinking about retiring in the next 2-3 years? One option is the "hybrid model." It allows you to sell your book of business while continuing to sell new policies. It's a great option for agents who…
12 Exit Planning FAQs: Money, Options, Timing, & More
Over the last few years, we've helped over 30 agents retire by purchasing their book of business and servicing their customers. As you can imagine, there are a lot of questions during this time, so…
Selling Your Medicare Book of Business: An Interview with Debbie Deane
Debbie Deane is next up in our video series on agents who have sold their book of business to us. Debbie is a great agent out of Virginia who has become a good friend. Some of her book was in…
Selling Your Medicare Book of Business: An Interview with Steve Cooke
We're excited to continue our Succession Planning video series with Steve Cooke, an agent from South Bend, Indiana who sold his book of business to us in just 18 days.
Selling Your Medicare Book of Business: An Interview with Dianne Phillips
As you may already know, we've kicked off a series of short videos showcasing recent acquisitions over the last few months, some maybe in the last couple of years. These are agents ready to retire or…
Selling Your Medicare Book of Business: An Interview with Violet Taul
Hey, guys! This is John Hockaday. We've launched a series of short videos discussing recent acquisitions over the last few months and even a couple of years.
