Business

How to Follow up with Medicare Clients Compliantly

Mar 7, 2019

After closing a sale, you might think your job is done but not yet! Following up with clients is a critical part of being a successful Medicare sales agent. If you’re not currently doing it, now’s the time to start.  Read More

Business

4 Steps to Selling Dental, Vision, and Hearing Insurance

Mar 5, 2019

Many people — maybe your clients, maybe even you — inadvertently take dental, vision, and hearing insurance for granted. It’s time we see dental, vision, and hearing sales in a new light, especially since these plans …  Read More

Business

2019 State of the Senior Market: In Review

Mar 1, 2019

Craig Ritter, president of Ritter Insurance Marketing, gave his annual State of the Senior Market address to 370 agents from across the country this week. We’ll provide the highlights here, but if you’d like to get the full …  Read More

Business

Understanding Medicare Advantage Enrollment Periods

Feb 12, 2019

There are various times when a beneficiary can enroll in a Medicare Advantage plan. If you sell health insurance, it’s important you know all the Medicare Advantage enrollment periods and how to help your clients navigate them.  Read More

Business

How to Approach Selling Final Expense Insurance

Jan 1, 2019

People are interested in coverage that will support their families after they’re gone. Life insurance is their popular choice, and for good reason, as it supplements their income in order to help maintain their families’ …  Read More

Business

Things to Think About Post-AEP

Dec 20, 2018

Congratulations! Break out the confetti because you survived AEP! Take a moment to relax, but don’t pause for too long. Now’s the time to ensure you have a clear way to track your business while continuing to help your …  Read More

Business

5 Real-Life Medicare Sales Scenarios & How to Handle Them

Dec 13, 2018

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 up the phone, but you suck it up, smile, and say …  Read More

Business

Final Expense Insurance Sales Opportunities You May Be Missing

Dec 6, 2018

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 lucrative market.  Read More

Business

How Selling Insurance Helps Give Back

Nov 29, 2018

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?  Read More

Business

Senior Speak: Talking to Medicare Clients Age 65 & Older

Nov 27, 2018

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 do’s and don’ts to keep in mind.  Read More

Business

Keys to Client Retention: Digital Communication

Nov 13, 2018

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, it’s important to still …  Read More

Business

What You Need to Know About 1035 Exchanges

Nov 6, 2018

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 tax code.  Read More

Business

Keys to Client Retention: Face-to-Face Communication

Oct 30, 2018

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.  Read More

Business

Definitive Guidelines for the New Open Enrollment Period

Oct 1, 2018

The 2019 Medicare Communications and Marketing Guidelines (MCMG) introduced a new Open Enrollment Period (OEP) to help your clients manage their buyer’s remorse. Changing health plans can feel uncertain for those over 65 as they …  Read More

Business

What Can MAPD Insurance Agents Do Prior to AEP?

Sep 26, 2018

The Medicare Annual Enrollment Period officially starts on October 15, but you don’t have to wait until then to get a leg up on your sales! October 1 is when you can begin marketing the next year’s plans to your clients.  Read More

Business

5 Reasons Clients Switch Medicare Plans During AEP

Sep 20, 2018

With the Medicare Annual Enrollment Period (AEP) just around the corner, you should encourage your clients to review their Medicare coverage, and in some cases, help them switch to a different plan.  Read More

Business

How to Survive AEP: Wellness Tips for Insurance Agents

Sep 11, 2018

The Annual Enrollment Period (AEP) can be an especially crazy and hectic time of year, but that doesn’t mean you should compromise your well-being to make a few extra sales.  Read More

Business

5 Life Insurance Myths Your Clients May Believe

Sep 4, 2018

Generally speaking, many people lack a strong understanding of life insurance. Some of these individuals may be your clients. Below are five life insurance myths debunked and ways you can troubleshoot these misconceptions in your …  Read More

Business

2019 Maximum Broker Commissions for Medicare Advantage & Medicare Part D

Aug 29, 2018

For the fourth year in a row, CMS has raised maximum broker commissions for Medicare Advantage and Medicare Part D initial enrollments. Looking for the latest numbers? See what the maximum broker commissions are for 2020 Note, …  Read More

Business

3 Advantages of Being an Independent Insurance Agent

Aug 28, 2018

Every insurance agent has a crucial choice to make in order to make the most of their chosen career path. Should you become an independent or captive agent? While everyone is different and has unique preferences, we think being an …  Read More