You’ve created a successful Medicare business as an independent agent. Now, you’re considering taking the next step: launching an insurance agency. There are a few things you need to know to ensure your small business gets off on the right foot and flourishes in a competitive environment. 11 Essential Steps for Starting Your Own Agency […]
Read More… from From Agent to Agency: 11 Growth Tips for Medicare Professionals
Selling Medicare insurance is both lucrative and rewarding. It also provides a natural gateway to offering other senior-focused financial products and services. By expanding your suite of solutions, you can build your business, keep more clients and increase your income. Many seniors have needs that go far beyond Medicare. For example, some are looking for […]
Read More… from 7 Ideas to Help You Cross-Sell Life Insurance and Annuities
Valentine’s Day is a great day to show your clients you care. Here are five ways to send them some LOVE. […]
Read More… from Five Ways to Show Your Clients You Care This Valentine’s Day
Heart conditions become more common as people age, so it should be no surprise that many Medicare enrollees have heart conditions. February is Heart Health Month and a wonderful time of year for Medicare agents to reach out to their clients with heart health tips and resources. Heart Health Statistics to Know If you enjoy […]
Read More… from February Is Heart Health Month and a Client Engagement Opportunity
Fraudsters are leveraging dastardly tactics and new technologies to make their scams more convincing than ever. Seniors are a prime target, but anyone can be a victim of the onslaught of scams. Insurance agents can help by warning clients about new fraud trends. The Grandparent Scam Has Gone High-Tech You receive a call from your […]
Read More… from Agents: Alert Clients to These New Fraud Schemes
There are a lot of upsides to being an independent insurance agent, but taxes aren’t one of them. If the IRS considers you self-employed, you must pay both the employer and the employee portions of taxes. This can result in a large tax bill, but you can reduce it by maximizing your tax deductions. How Do […]
Read More… from Maximizing Your Tax Deductions as an Independent Insurance Agent
It’s great when success falls in your lap – but that rarely happens. Most of the time, you have to work hard to achieve your goals. Use these goal setting tips to start working toward your dreams in the New Year. 1. Think about what really matters to you. It’s easy to always just focus […]
A busy AEP has finally come to an end. Take a moment to celebrate your accomplishments and get focused on finishing strong. The last few weeks of 2024 are crucial for building momentum into 2025. Here’s a quick checklist to help you get started. Close Out 2024 Double-check enrollments to make sure everything has been […]
Your clients’ new Medicare plans will soon take effect. Hopefully, they will be happy with their new coverage – but this doesn’t mean your work is done. Agents who work to maintain trust and engagement throughout the year are more likely to retain existing clients and pave the way for future growth. Below, you’ll find […]
Read More… from Best Practices for Client Retention: How to Maintain Trust and Engagement
-cIf your clients have never heard of the IRMAA surcharge, it’s probably because they aren’t paying it, but that doesn’t mean they won’t have to pay it in the future. Here’s what you need to know about IRMAA and how it impacts Medicare Part B and D premiums when income rises above a certain threshold. […]