“In a few years, I’m going to be obsolete.” That statement was made to me recently by a dear friend and a long-time insurance agent who was quite put out that a client had enrolled in a Medicare Advantage plan directly over the internet. “My clients can look at plans on Medicare’s website, and can […]
54 days, 50+ million prospects. To say the Medicare market is full of opportunity is an understatement, and for those who’ve decided to tackle it – congratulations! With the Annual Enrollment Period pre-marketing in full swing, and October 15th just a few days away, how do we handle all that needs to be done during […]
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 […]
