Become an Agent

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...

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...

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...

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...