Business

4 Tips for Making a Better Insurance Sales Pitch

Apr 12, 2018

Bravo! Bravo! Encore! Sadly, you’ll probably never hear a prospect say those words. Insurance just isn’t that inspiring to most. You can avoid the glassy-eyed glare and other sales presentation pitfalls, though.  Read More

Business

Build Your Brand with Community Involvement

Apr 10, 2018

For many brokers, time is money. While getting involved at the local soup kitchen or assisted living facility seems like a great idea, you might put it off for another day or keep it on your to-do list.  Read More

Business

When to Recommend Life Insurance Based on Its Tax Advantages

Mar 29, 2018

Life insurance is more than just a way to pay for outstanding debts and end-of-life expenses. Many use it to provide money to their loved ones after they pass. You can even take it a step further and recommend life policies for …  Read More

Business

What to Know When Replacing Existing Med Supp Plans for Clients

Mar 27, 2018

Switching your clients’ Medicare Supplement (Medigap) plans requires a little planning and consideration of their current health status. Here’s a general breakdown of what to know, and how changing existing policies works.  Read More

Business

5 Myths About Selling Medicare… Debunked!

Mar 13, 2018

If you’re thinking about selling Medicare but find yourself on the fence, you’ve come to the right place! There are many misconceptions about selling Medicare that deter agents from expanding their primary focus.  Read More

Business

Your Clients May Not Be Automatically Enrolled in Medicare

Mar 8, 2018

Will your clients be automatically enrolled in Medicare Parts A and B when they turn 65? It’s more complicated than they may realize, and it’s something to plan months ahead.  Read More

Business

Identifying Ideal Clients for Universal Life Products

Mar 6, 2018

A sea-lover afraid of getting in over their head probably wouldn’t buy a high-powered jet ski, but they may purchase a reliable boat. Which universal life “jacket” would you pitch to them?  Read More

Business

2018 State of the Senior Market: In Review

Mar 1, 2018

Recently, Craig Ritter gave his annual State of the Senior Market address to 290 agents from across the country. If you’d like a quick summary, here are some of the highlights:  Read More

Business

4 Ways to Keep Your Medicare Business Warm This Winter

Feb 8, 2018

You know the importance of building your Medicare business during the Annual Enrollment Period (AEP). What if I told you building your Medicare business post-AEP is equally important? Now that it’s the off-season, you actually …  Read More

Business

How Professional Organizations Make You a Better Agent

Jan 17, 2018

Regardless of where you’re at in your career, finding an organization of like-minded professionals to keep you in the loop and sharp in your field is valuable. But why? You went to school and are part of an FMO, so what more could …  Read More

Business

Millennials and Insurance Sales: The Perfect Match

Jan 9, 2018

As the average insurance agent in America reaches retirement age, they’re making room for younger agents in an industry that’s already perfect for millennials. Why are millennials so poised to take over?  Read More

Business

How Medicare Helps Your Clients Stay Healthy

Jan 4, 2018

If you got into health insurance sales to improve the lives of your clients, you’ll be happy to know insurance agents play an essential role when it comes to their clients’ health.  Read More

Business

4 Steps to Every Final Expense Sale

Dec 19, 2017

Sensible, simple, succinct, and smart. There are four significant things every agent selling final expense insurance should do for more sales. Do you know what they are? Having your sales process down pat is vital before calling …  Read More

Business

Do You Have What it Takes to Be a Great Insurance Agent?

Dec 14, 2017

It can be tricky for anyone to find the right career path. Maybe you’re new to the “real world” and trying to find an occupation that’s right for you, or maybe you’re looking for a change.  Read More

Business

Should You Incorporate Your Business?

Dec 5, 2017

Imagine you’re out golfing with friends as they learn with surprise that you haven’t incorporated your insurance agency. “There are great tax benefits,” they say. “You won’t be liable!” Are they right?  Read More

Business

What Seniors Value Most in an MA Plan

Nov 28, 2017

It doesn’t matter if you’re selling kitchenware, travel packages, or health insurance. If you don’t know what your market values the most in the products you’re selling, you’re missing out on sales.  Read More

Business

Two is Better than One: Combining the Power of VA Benefits & Medicare

Nov 9, 2017

Approximately 22.6 million Americans are veterans — 9.1 million of which are over the age of 65, according to the 2010 Census. From World War II veterans to Vietnam War veterans, senior men and women all over the nation have …  Read More

Business

Create a New Space to Increase Your Sales

Nov 7, 2017

Whether you’re new to the industry or a seasoned agent, prospecting can be a challenge for anyone in the insurance business. Recently, one of our agents had a great idea to help put his agency out there and gain some new clients.  Read More

Business

Tips for Working on the Road

Oct 6, 2017

Life as an insurance sales agent can be draining. For many, the bulk of your work happens outside of the office. Here’s some advice to keep you focused and driven while you’re on the road.  Read More

Business

The Advisor Approach: Cross-Selling by Fact-Finding

Sep 19, 2017

Let’s face it. Your clients don’t want to feel like they’re being sold to. However, when you trade in the checkered suit and take the role of a trusted advisor, sales and cross-sales are more likely to occur naturally.  Read More