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How the One Big Beautiful Bill Will Impact Your Clients: What Agents and Advisors Need to Know
The One Big Beautiful Bill Act of 2025 (OBBBA 2025) was signed into law by President Trump on July 4...
Cross-Selling
Key 2026 AEP Disruption Issues and How to Overcome Them
AEP can be a crazy time for participating insurance agents. You’ve got so much on your plate. Plus, ...
How Agents and Advisors Can Grow in the New Retirement Planning Era
Whether you’re an independent insurance agent, financial planner or a registered representative, the...
Hospital Indemnity With Medicare Supplement: A 2026 Trend to Know
Understanding Current Challenges Affecting You Now and In the Near Future AEP is fast approaching, a...
The Birthday Rule: Is It in Your State and What It Means for Agents and Med Supp Clients
Birthday rule legislation was introduced to address a significant gap in the Medicare Supplement (Me...
You Got a New Client, Now What?
Cross-Sell Strategy Helps Agents Who Specialize in Medicare
Are you an agent specializing in Medicare who is involved in the annual election period (AEP)? It’s ...
8 Cross-Sell Strategies for Medicare Agents
As you grow your book of business and start generating more renewal income, it’s natural to shift fr...
How One Agency Tripled New Clients & Grew Medicare Sales 33% With Medicare Leads
Instead of buying Medicare leads from eight separate lead vendors, independent insurance agent Chris...
2 Ways You Can Help Under-65 Clients Find Individual Health Insurance
Today’s individual health insurance market has evolved into a more stable, profitable and promising ...
A Proven Way to Increase the Profitability of Your Insurance Practice
Successful insurance agents are those who constantly watch for ways to differentiate themselves from...
Help Clients on Medicare Save Money by Offering This Product Pairing
To help your Medicare clients on a fixed income, consider this outside-the-box solution: pairing hos...
