November 26, 2019

I know that we are still in the middle of AEP, but I think it is a great time to start planning for 2020. This next quarter is critical for setting the tone for 2020. I have a few ideas to share with you that I hope will help you start 2020 off strong, and help you retain the clients that you have worked so hard to get during AEP.

November 26, 2019

Every week I travel throughout the Midwest meeting with advisers from all different types of product lines. I do this as a way to build genuine relationships with the advisers I represent, as well as to help them grow their business. It is a rewarding experience; I get to meet a lot of really great people and along the way, I learn what each of these different advisers does to be successful. 

When I started writing this article months ago, I wanted to share with our agents some ideas that work for marketing and some ideas that do not work. You might recall, I discussed an agent who works out of a bank and who shared with me the idea of…

I Saw It In The Stars New Ratings, The Cost of PDP, & More

November 12, 2019

We are officially halfway through AEP, and I hope that you are having great success. So far, this AEP has gone smoothly, and we hope that continues. I have several items that I would like to highlight while we are at this halfway point for AEP …

November 26, 2019

Over the years, I’ve noticed that many agents shy away from selling annuities. Their reasons are almost always the same; annuities are complicated, hard to explain, and agents find it easier to ignore them than to learn how to effectively pitch them. I believe, with a little knowledge, you could expand the horizons of your business.

October 1, 2019

Recently I was meeting with an agent who sells Medicare Supplements out of a bank 3 days a week. This agent happens to be one of our top producing Medicare Supplement Advisors. In our conversation, I asked him how he was so successful. I assumed his success was entirely based on leads generated through the existing clientele of the bank he worked with, but to my surprise, this advisor said there was much more to it.

October 28, 2019

Over the years, I’ve noticed that many agents shy away from selling annuities. Their reasons are almost always the same; annuities are complicated, hard to explain, and agents find it easier to ignore them than to learn how to effectively pitch them. I believe, with a little knowledge, you could expand the horizons of your business.

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