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How Cross-Selling Dental Can Help Medicare Agents
Does selling dental insurance make sense for agents who offer Medicare solutions as part of their bu...
Sales Concept
Ancillary Plans Help Insurance Agents Offer Better Medicare Solutions
Unlock new growth potential by integrating ancillary products into your Medicare sales strategy. Why...
How Do I Explain Sequence of Returns Risk to Clients — and Mitigate the Risk?
One of the most common frustrations insurance agents and financial advisors face when discussing ann...
Breaking Through the Noise: How to Ask for Client Referrals
In today’s fast-paced world of calls, emails, and social media messages, it’s more complicated than ...
Tax Burden to Tax-Free: Roth Conversions in the OBBBA Era
The One Big Beautiful Bill Act (OBBBA) has passed. What does that mean for you as an insurance agent...
Help Clients Fund Long-Term Care and Save Taxes at the Same Time: LTC Annuity Hybrids
If you have a client with an annuity needing to address the financial risk of expensive long-term ca...
How to Replace Lost PDP Commissions: Add Ancillaries Like Cancer, Heart Attack and Stroke and Hospital Indemnity Insurance
With carriers lowering or removing commissions on so many Medicare health insurance and Part D Presc...
Boost Your Practice with Buy-Sell Agreements Funded by Life Insurance
Demonstrate your value to clients and grow your practice by offering buy-sell agreements funded by l...
C-SNP Market Expansion Creates Sales Opportunity for Insurance Agents
An emerging opportunity might be hiding in your own backyard — selling to the Chronic Condition Spec...
The Retirement Timeline: A Powerful Tool To Help Clients Plan
As a financial professional, you know how easy it is for clients to delay retirement planning. The p...
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...
