Becoming Your Best Self

Ask the people who matter the most to you what they need from you and make those requests your top priority.   As we all know, it takes a lot to be successful in the financial services industry—a lot of hours, a lot of attention, and a lot of care for our clients so that [...]

The Beginner’s Guide to D-SNPs

With the lock-in period in full swing, you’re probably hearing more about Dual Eligible Special Needs Plans (D-SNPs) lately. Whether you’re new to D-SNPs or searching for information to fine-tune your selling techniques, this quick guide will cover all the basic information you need to know about these valuable, multifaceted products. What are D-SNPs? D-SNPs [...]

Helping Clients Understand The True Value Of Individual Disability Insurance

With the current economic and health challenges in America, many individuals are justifiably concerned about ensuring they protect themselves and their families against the unexpected. And individuals are more open than ever to exploring ways to protect their future. Advisors are uniquely positioned to help clients through times of uncertainty by offering income protection solutions, [...]

10 Tips for Maintaining a Positive Attitude

Keeping a positive attitude is one of the most important things you can do if you want to lead a happy life and achieve your desired level of professional success. When you have a positive attitude, dealing with personal and professional obstacles will be a lot easier, and you will be able to keep moving [...]

Building Client Loyalty: More than Just a Plan

Client loyalty can make or break a business. Building relationships with people that are relying on an agent to guide them through the choppy waters of health care coverage makes all the difference. It’s what gives one person an overstuffed book of business, while the other is sitting and waiting for their phone to ring. [...]

Are You Offering Multiple LTC Insurance Options?

Studies say 70 percent of seniors can expect to use some form of long-term care during their lives. There are various ways to obtain long-term care (LTC) coverage, but which should you advise for your client? Every option has pros and cons, but we believe the best choice depends on your client’s individual situation. The [...]

Cover those Copays with Hospital Indemnity Plans

Now is the time to capitalize on your hard work. Make an effort to follow up with your clients. Find out if they are satisfied with their plans, but maybe just as importantly, see what ancillary products might interest them. Seniors live on fixed incomes and must be prepared for worst-case health scenarios. In a CDC [...]

Customize Life Insurance with Riders

Life Insurance riders bring more value to basic coverage. Riders offer supplemental coverage to your life insurance policy and accommodate many unexpected events that aren't covered within coverage alone. Here are a few riders you can add to tailor your clients' plans: Waiver of Premium Rider: Waives policy premium if your client becomes totally and permanently disabled [...]

Preparing Clients for Parameds and Cognitive Assessments

Phone interviews, paramed exams, and/or cognitive assessments are often required when applying for insurance. When a client knows what to expect, the client can be comfortable with the process, information can be ready, and applications can be approved faster. UNDERWRITING Review underwriting requirement Medical records will likely be requested If a paramed and exam are [...]

Planning for 2021: Top Seven Tips for Medicare Agents

A new year brings new opportunity. Capture as much of that opportunity as possible by starting the year off right. Here are seven things you can do this January to prepare yourself for a great year in Medicare sales. 1. Audit the previous year. The last year was a busy one. Go over the year [...]

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