Tag: Cross Selling

Cross-selling to Your Medicare Clients Made Easy!

Now that the Annual Enrollment Period has come to an end, it’s a great time to review your clients’ coverage and make sure their needs are met. Medicare Advantage Plans, Medicare Supplement Insurance, and Prescription Drugs Plans do not fully cover all of the risks in your clients’ lives. This is your chance to do […]

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Pre-Warming Activities

With the Annual Enrollment Period (AEP) right around the corner, it’s a good time for a review of the CMS rules regarding the marketing of the upcoming year’s plans. CMS does not allow the marketing of 2018 products prior to October 1st, when AEP marketing officially begins. Even with those restrictions, there are things you […]

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Final Expense: Broaching the Subject – Life Beyond Medicare

Recently an agent approached me to express interest in working with Final Expense. The question that follows is one that I am all too familiar with – “How do I broach the subject of end of life planning?” Rule of thumb: no death jokes. Just don’t do it. Offering Final Expense to your existing clients […]

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