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Tools & Resources
Tools for the Modern Insurance Agent Resources & Methods For Protecting Your Client’s Interests
Whether it’s Term, Whole-Life, or Universal the need for life insurance never ends. As an insurance agent, it’s up to you to meet people where they are and find them the protection that they’re in need of. Sometimes that means you’ll find yourself in situations where, without the proper tools, you’ll suffer (or worse, your client will.) That’s why we’ve put together an evolving collection of premium resources for life insurance agents to use in their everyday routine.
You’ll find client handouts and product information. You’ll find quote engines, and sales training. Videos, Rates, Professional Articles, Needs Calculators, Incentives, and More.
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Insights
Protecting Clients from Medicare Scams: What Every Agent Should Know
As trusted insurance professionals, one of our most important roles is helping clients stay safe—especially from the growing threat of Medicare scams. Scammers use clever tactics to trick beneficiaries into revealing personal information. It’s crucial that we help educate our clients on what to look out for and how to respond. Here are common scam approaches reported to Medicare: Red Flags to Watch For: Scammers may call, text, or email with messages like: “You need […]
June Is Annuity Awareness Month: What You Need to Know
When it comes to planning for retirement, one word often comes up that leaves many scratching their heads: annuities. That’s why June is Annuity Awareness Month—a national effort to demystify annuities and educate Americans on how they can be a powerful part of a secure financial future. What Is an Annuity, Anyway? An annuity is a financial product typically sold by insurance companies. In simple terms, you pay into it (either with a lump sum or […]
Why Medicare Plan N Might Be the Right Move in 2025 and Beyond to Combat Higher Rates
With some of the highest rate increases since 2011 for Medicare Supplement Plans F and G, many clients are starting to feel the pinch. That’s why more agents and beneficiaries are taking a closer look at Medicare Supplement Plan N—a smart, cost-effective option that balances solid coverage with lower monthly premiums. The Rate Reality: Plans F & G During the COVID-19 pandemic in 2020, Medicare spending dropped by 5.8% as in-person visits declined. That dip […]
upcoming events
Producer’s XL Persiflage
June 24 @ 10:00 am - 10:30 am
Monthly Podcast with topics covering all areas of the insurance industry