Manhattan Life E-App Improvement

Updated August 7, 2015: Manhattan Life’s eApp now features an expedited underwriting feature that enables you to complete the underwriting process while your applicant is on the phone. The new expedited underwriting feature is available only for underwritten cases. Here’s…

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Quick Medicare Update 07-22-15

In the video: Plan G continues to outperform Plan F (more proof) E-Apps are the ONLY way to go Two new companies launching – we'll cover them here   See the video:…

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Stonebridge Life to Transamerica Premier

If you have written any Stonebridge Life Medicare Supplement business, your clients are receiving the following documents in the mail, talking about the transition to Transamerica Premier. Unlike most name changes, though, here they are being given an opportunity to…

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Another (FREE) Tool That Builds Trust

This is something I've been doing during my application process with seniors that has been received very well. It personalizes the presentation more, builds trust, and for some reasons, makes the seniors happy to “see themselves” on your monitor. Now,…

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What you MUST do before any E-Application

Each and every carrier expects that their documents are delivered to the clients prior to doing an application. Their E-apps will require you to certify that the documents have been delivered. On the voice-phone-only applications (Equitable, IAC, Heartland, LCBA) the…

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IAC New E-App Procedure

This is the latest IAC (Individual Assurance Corporation) webinar on their electronic (and voice) application process. Watch video here: Timeline for video: 2:50    State Availability of IAC and their Household Discounts 4:04   Company competitive analysis 14:45   How…

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Seminar Marketing Secrets

Susan is said to be the top producing agent of Medicare Supplements in the entire State of California. She was one of the presenters at the 2015 Nat'l Medicare Supplement Sales Summit in Orlando, Florida and Chris spent some time…

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Nat’l Med Supp Conference Updates

Updates from Chris Westfall from the Nat'l Medicare Supplement Conference in Orlando, FL April 13-15, 2015 Chris did an interview at the conference on Selling Medicare by Phone Part D Tip: Susan Hatch is the top producer in California. Here…

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Medicare Update – April 2015

Covered in this update: CIGNA's SubStandard Medicare Supplement LCBA Update Medico 12% Household Discount & Update CSI Update Manhattan Life Update See the video:…

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Best Wireless Headset for Making Calls

I've been considering a stand-up desk and wireless headset for some time. My research led me to purchase a Sennheiser Office Runner wireless headset from Amazon where I found it for only $200 which included shipping and no tax (refurbished…

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Cold Call Demonstration with Joe from Florida

Are you generating your own leads using telemarketing? This is very valuable advice and a roll play of a very typical sales call using the predictive dialer. Cold calling for Medicare Supplement sales is simple, but it's not easy. This…

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January 30, 2015 Webinar on Medicare Changes

See the video: *Update/Clarification: Send Out Cards now charges 3 points for a 2-panel card for everyone. Download the Slides as a PDF: January 30 2014 Webinar Slides Mentioned in the webinar: Video from Congress on Doc Fix Video of…

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LCBA Medicare Supplement Webinar

Video overview of the LCBA application process and how to submit business. We covered this company in this webinar (click here) and the marketability (is that a word) of a product like this is HUGE. See the video:…

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IAC Medicare Supplement

IAC Medicare Supplement details: Bullet Points: IAC = Individual Assurance Company 50 year old insurance company B+ Rating 100% Phone-only Application Process (like Equitable & Heartland) Rolling out into many states (See map below) 7% Household discount only requires someone…

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