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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Make the most of your AEP

Make the most of your AEP

Independent agents and organizations prep for months leading up to the Medicare Annual Enrollment Period (AEP). It's a chaotic few short weeks of consumers shopping their rates, carriers advertising their plans for the new year, and agents scrambling to grow their book of business, while most are asking themselves how to make best use of their time. We're here to help you prioritize this AEP.

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What’s your impossible?

What’s your impossible?

​Sir Roger Bannister, a sporting icon, passed away on March 3rd, 2018, at the age of 88. Roger Bannister shocked the world when he ran the first sub four-minute mile (3:59.4) at Oxford's Iffley Road track, on May 6, 1954. At that time, he was a medical student who trained less than an hour a day, generally during his lunch hour.

Many thought the sub-four-minute mile to be physically impossible and unattainable, not Bannister.

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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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How to Diffuse the Surrender Charge Objection in Annuity Sales

How to Diffuse the Surrender Charge Objection in Annuity Sales

Objections should always be anticipated and handled early in the presentation. You know they're coming, so take the offensive and tackle them before they tackle you.

As long as there are annuity sales presentations there will be surrender charge objections. There are many ways to address this concern, however there is one aspect of handling objections that should be paramount.

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