Business

How to Write a Mission Statement that Matters

Jun 6, 2017

When you hear the phrase “mission statement,” what comes to mind? A fancy, adjective-heavy sentence in a corporate retreat packet? A far-fetched dream that falls flat in the face of practical business?  Read More

Business

5 Strategies to Boost Your Annuity Sales

May 9, 2017

As an annuities advisor, you know the sales world isn’t kind to those who are passive. If you don’t bring your “A” game, well, then you may not be able to bring home the bacon.  Read More

Business

3 Things Highly Successful Annuity Agents Do Right

May 1, 2017

Increasing your annuity business can be difficult without knowing the winning formula. Lucky for you, we want to share it with you! If you write health or life insurance, selling annuities is your next step for growth.  Read More

Business

Finish Work Faster Using e-Apps

Apr 27, 2017

Clients are likely to choose a Medicare Supplement based on financial factors like premium and long-term rate stability. But, what are carriers doing to appeal to tech-savvy agents like you?  Read More

Business

How to Write a Medicare Supplement Call Script That Really Works

Apr 18, 2017

You’re armed with fresh leads and determined to sell Medicare Supplements over the phone. So, now what? Common practice might say writing a strong script is next, but here’s our secret: You need a mix of preparation and …  Read More

Business

5 Tips for Creating Your Personal Brand

Mar 30, 2017

Your personal brand is all about you. It’s a combination of your unique talents, attributes, likes, dislikes, hopes, dreams, and more. It’s the philosophy behind your public mission statement. Amazon Founder and CEO …  Read More

Business

Why Taking It Slow is Good for Business

Feb 14, 2017

Ever hear of the “slow food movement?” The trend asserts that it’s worth taking the time to prepare meals that are good for your body, rather than inhaling empty calories just to satisfy the need to eat.  Read More

Business

Interviewing Tips to Bring in Stellar Agents

Feb 8, 2017

One component that can make or break your business is people. That’s why hiring well is crucial when building an agency of collaborative and successful people. By taking the time to make sure the right person is on board, you can …  Read More

Business

Why Client Retention Should be Your Top Priority

Jan 1, 2017

When you became an insurance agent, did you know you were getting more than a sales job? It’s true! Your role is equal parts sales and customer service. Keeping in touch with your clients provides real results – and we’ve got the …  Read More

Business

Stress Relief Tips to Get You Through AEP

Nov 1, 2016

With less than two months to take advantage of Medicare’s biggest selling season, agents undoubtedly feel a lot of pressure to be productive during the Annual Enrollment Period. We’ve put together some ideas to manage your stress …  Read More

Business

5 Tips to Make the Most of AEP

Sep 1, 2016

Whether it’s your first AEP, or you’ve been at it for years, it’s always good to start on the right foot. Keep these tips in mind to get the most out of your time this Annual Enrollment Period.  Read More

Business

How To Better Market Yourself

Jul 1, 2016

Do you struggle with promoting yourself or your business? All day long, there’s a lot of noise pinging from various media channels. It’s never been easier to shout your message from the proverbial rooftop.  Read More

Business

Stay Busy Outside of AEP With Special Enrollment Periods

Mar 1, 2016

For senior health insurance agents, the bulk of business is done in the chaotic 54-day Medicare Annual Enrollment Period (AEP). So, what’s an agent to do the other 311 days of the year?  Read More

Business

How SPAPs and Their SEPs Can Bring You New Business

Mar 1, 2016

It may be the lock-in period, but that doesn’t mean you have to put your business on lock-down. There are quite a few to ways to unlock more sales during Medicare’s nearly 10-month off-season, and working with beneficiaries in …  Read More

Business

Dealing with Buyer's Remorse

Jan 11, 2016

Do you have a client who is unhappy with their new private health plan? Inform them they can still switch health coverage during the Medicare Advantage Disenrollment Period (MADP). As you know, every year from October 15 to …  Read More

Business

Building Client Loyalty: More than Just a Plan

Jan 11, 2016

Client loyalty can make or break a business. Building relationships with people that are relying on an agent to guide them through the choppy waters of health care coverage makes all the difference.  Read More