10 Ways to Leverage the Medicare Lock-In

10 Ways to Leverage the Medicare Lock-In

There are certain questions you should be asking yourself every day, including:

  • How can I compliantly reach Medicare beneficiaries during the lock-in period?
  • What is my competition doing?
  • How can I become more successful?

The answer is that a successful agent is always coming up with new ways to leverage their lead opportunities and generate new business. You may think that you are limited on how you can reach Medicare clients because of the compliance restrictions, but there are many ways to compliantly build your book of business and ultimately earn that steady flow of referrals throughout the year.

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Finding Your Next Client

Finding Your Next Client

I was wondering the other day how many times I heard insurance agents ask "what's the best way to find more sales opportunities" or more specifically "how can I write more annuity and single premium life business?" Over my career, thousands of times, if not more!

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Individual Health Insurance: How did we get here and where do we go next?

Individual Health Insurance: How did we get here and where do we go next?

Let's take a walk down memory lane to before the Affordable Care Act was signed into Law, when individual and family rates were approximately 1/3 of the cost of employer-sponsored coverage.

At that time, PA had safety net plans that would cover those that couldn't obtain employer-sponsored coverage, or for those that were rejected from traditional individual plans. These plans were guaranteed issue and cheaper than the coverage available today.

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30 Second Survey: Help Us Shape Our Blog Content for 2017

30 Second Survey: Help Us Shape Our Blog Content for 2017

As the end of the year approaches (with almost a year's worth of blogging under our belt) we'd like to hear what you've thought about our blog so far and what you'd like to see us write about in the future.

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