July 21st, 2020
This month I wanted to take some time to focus on relationships, what motivates people, and of course, extended care planning. I’ve not stopped going into the office during this pandemic, I have to stay on task. And by staying on task, I mean staying in touch with you, going outside my innate introvert personality. I have to find new ways to connect, like Zoom, FaceTime, Webinars, Emails, or any device that allows me to stay connected to you. Are you Networking or Notworking? In thinking about how you can continue your relationships with your clients, communities, and prospects, what does that look like?
July 21st, 2020
July 21st, 2020
If you are an agent that sells Medicare advantage plans or prescription drug plans, you are probably neck-deep in completing your re-certifications in preparation to sell during this AEP (Annual Election Period). For agents that are not working in the Medicare market, you should consider doing so. Medicare sales are a great way to add a recurring commission stream to your agency and is one of the largest opportunities an agent has in terms of prospects; more than 10,000 people age into Medicare every single day. When they do, you can offer them the coverage that requires no underwriting, i.e a Medicare supplement plan.
July 21st, 2020
There are times when a life insurance case requires a more complicated solution than the average policy. These complicated solutions may seem daunting, but with the subtle and straightforward ‘outside-the-box’ thinking, any client can be fitted with a plan perfect for their situation. I spend a lot of time on the phone with agents, every day discussing life insurance and running illustrations. The majority of the time, the agent understands what the client wants or needs, and we at ProducersXL simply fit the client with a carrier that aligns with the price, underwriting process, and benefits the client is seeking. Let’s review a few examples.
