Business You’ve got a call from a client or prospect. (Yay!) When you get together to meet with them and hear their situation… well, it’s a doozy. You instantly wish you hadn’t picked... Read more
Trending The distribution of new Medicare cards began in April 2018 and your clients may have questions about how they work and what to do with their old Medicare cards. With 2019 right... Read more
Business A new year approaching means only one thing: it’s time for health and life agents to shift their focus toward selling final expense. Let us show you how to win in this... Read more
Advertisement Want to start using social media for your insurance business but feel unsure where to start? Then we have an eBook for you! Learn more…
Portfolio You can’t move against the winds of change. Stand-alone long-term care insurance (LTCi) is no longer the only form of protection consumers have against unexpected health care costs during retirement. With their... Read more
Business Insurance agents work closely with and rely heavily on the members of their community to do business. Did you know your career can also give back to that community? For many of... Read more
Business As an insurance agent who sells Medicare, most of your clients probably fall into the 65 and older population. When you talk to people in this age group, there are several communication... Read more
Portfolio One vital tool that we recommend every agent become familiar with is the prescription drug search feature inside the Medicare Plan Finder on Medicare.gov. Knowing the tool exists is one thing, but... Read more
Business Communicating effectively with your clients is what drives client retention. In today’s day and age, communicating can go far beyond a sit-down conversation. Even in times when your client can’t see you,... Read more
Business In its most basic form, a 1035 exchange is a tax-advantaged way policyholders can change their life insurance, annuity, and long-term care coverage. To most, it’s just a dull section in the... Read more
Business The old saying, “Communication is key” may be ingrained into your brain, and that’s for good reason. In fact, communication is said to be the foundation of all human relationships. So, stop... Read more
Business When you break it down, there are four key steps for selling cancer insurance that successful agents follow. Ready to learn what they are? Cancer insurance is a great product to cross-sell... Read more
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