Market & Sales

The Latest Market & Sales Analysis for Insurance Agents

For Those Who Excel

Our experts provide regular analysis of the trends in the insurance industry. Grow your business and get ahead of the curve by following hot leads and marketing practices. With monthly updates on how the market is moving, the latest resources for independent agents, and proven sales strategies for the field, you’ll find plenty of ways to increase your commission.

September 15th, 2020

Saving for retirement can be difficult, that’s just reality. Fortunately, there are several different ways that Americans can save for retirement. It’s important to sell annuities because, while most people are aware of the benefits of employer-sponsored 401(k)s or individual retirement accounts (IRA),  depending entirely on traditional vehicles may leave your clients’ retirement plans open to risk.

If a stock market downturn occurs close to a client’s target retirement age? Much of their IRA or 401(k) savings may sink alongside the greater market. Portfolio diversification should be a priority for retirement savers, and agents, such as yourself, have a role to play in educating clients about all potential investment vehicles. That’s where annuities come into play. Annuities can provide fixed income, help protect income, and better mitigate risk. Let’s explore in detail. 

September 15th, 2020

Emotionally, we avoid thinking about it. Logically, we know it’s a possibility.

How is one supposed to balance a matter of the heart with a matter of the mind? As an agent interested in selling long-term care insurance, that’s something you need to consider. Statistically speaking, baby boomers are forecast to need long-term care at a greater rate than their predecessors; longer life expectancies and improvements in medical care have made sure of that. One federal report estimated that 13 million Americans needed long-term care in 2000, but 27 million will in 2050. With a trend like that, you’d expect to see a growing long-term care market.

September 15th, 2020

Throughout human history, there have been several pandemics: diseases such as smallpox, tuberculosis, and Spanish flu. The current pandemic, Covid-19, brings with it a list of concerns and the need to conduct business in a different manner than the ‘norm’ for agents. With the annual enrollment period (AEP) on the horizon, it’s time to start preparing for a unique Medicare enrollment season. 

I came across some information on a study that DEFT Research conducted on Covid-19 and Its Impact on Medicare Consumers, and I thought I would share some of their findings with you.

September 15th, 2020

I want to talk about two great resources and one great marketing plan. Last year, I introduced you to Assurwerx, the simple and affordable way to digitally market yourself, and your services. Since that time, I have spoken with many agents in the field who loved the idea but some agents did not purchase this digital service for the only reason for not having a website to direct online shoppers. That is where the second resource comes in: Caard.

Why would an insurance agent in business for themselves not have a website?

September 15th, 2020

Have you ever asked yourself, “What exactly is final expense insurance?”  When you think about final expense insurance, are you simply thinking of a small death benefit policy?  Are you thinking only about the purpose of insurance?  Are you thinking it needs to be whole life?  Or are you thinking it needs to be limited or guaranteed underwriting? There are a lot of questions that go into selling final expense insurance to your clients.

The truth is, the final expense can mean different things to different clients. Here are 6 questions you could ask to sell final expense insurance and direct your clients toward the proper coverage for their needs…

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