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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. If you’d like to hear their, and my, secrets then read on.

The New Face of Medicare? Nov. 12th, 2019

Have you heard, there is a new Medicare option available now that might just be the new face of Medicare? The Medicare Medical Savings Account (MSA) option is gaining momentum across the nation as a unique plan option for Medicare beneficiaries. The MSA is the only Medicare plan to give…

The Art of the Cross- Sell

In this week’s edition of “Sean From the Field” I want to talk to you about building professional relationships based on Mutualistic Symbiosis… Wait, what did I say?Why am I spewing these big fancy terms at you?

It’s just another way of explaining how a professional relationship can never be just …

Beyond Basic Lead Generation

The Art of the Cross-Sell Oct. 29th, 2019

In this week’s edition of “Sean From the Field”, I want to talk to you about cross-selling products when sitting at the kitchen table. I do not know of an agent who does not understand the value of this concept, nor do I know more than a couple of agents who cross-sell consistently…

Mutualistic Symbiosis_ (1)

In this week’s edition of “Sean From the Field”, I want to talk to you about cross-selling products when sitting at the kitchen table. I do not know of an agent who does not understand the value of this concept, nor do I know more than a couple of agents who cross-sell consistently…