Friday, February 26, 2021An annuity may be a viable option for your retirement financial security. An annuity is a contract between you and the insurance company by which you make a lump sum payment or series of payments. In return, the insurer agrees to make periodic payments beginning immediately or at a set date down the road. READ MORE >>
Wednesday, December 30, 2020If you run an insurance agency that is geared towards the needs of senior citizens, then you will likely want to offer them Medicare benefits. After all, the Medicare program is one of the primary providers of health insurance for seniors and others with disabilities or special health needs. READ MORE >>
Wednesday, November 25, 2020Not all Medicare Advantage plans are created equal and it is important for those shopping for this insurance to be prepared to ask the right questions. Knowing what to ask will help you find the right policy. Will I Be Able to See My Doctor? Many people have a trusted doctor they go to by the time they qualify for Medicare. READ MORE >>
Thursday, October 15, 2020 When someone calls to ask questions about Medicare, it is important that your employees are prepared to answer succinctly and effectively. Medicare can be a confusing topic, so a simple explanation is the best way to earn a client’s trust and help them understand the coverage they need. READ MORE >>
Wednesday, September 23, 2020Senior clients often have different insurance needs compared to your other insurance clients. If you plan on selling insurance to seniors, you must be conscious of their unique needs in order to make sure that you have the right coverage to offer them. READ MORE >>
Wednesday, August 26, 2020 Each client age group has different needs and requirements when it comes to insurance and customer service. Seniors will have different insurance needs than millennials, for example. It’s important to gear your agency to be accustomed for senior clients. Anticipate a Difficult Sale READ MORE >>
Monday, June 22, 2020 Selling life insurance can be rewarding, but it can also be taxing. There are times when agents will have to speak with a grieving family member or otherwise deescalate a situation. Here are some tips to give your agents when handling delicate situations. READ MORE >>
Thursday, May 21, 2020 A business is only as good as its employees. Agents are the people insurance clients go to when they need help, information or reassurances, and great customer service can be what sets your life insurance agency apart from others. Sometimes, however, it’s hard to deduct how a new employee will act until they’re actually hired. READ MORE >>
Tuesday, March 17, 2020Health insurance is possibly the most important form of insurance a client can buy. When a client comes to you, they are trusting you to find and tailor a policy that they can rely on, both on an every-day basis and when something goes wrong. If your agency only offers basic health insurance coverage, however, you may want to reconsider. READ MORE >>
Wednesday, February 26, 2020Health insurance is a very sensitive and important topic. Knowing the ins and outs of health insurance, as well as your clients’ needs, is invaluable. In building your health insurance agency, you must consider every aspect of the business from the clients to your own insurance. 1. Secure Information READ MORE >>
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