You WILL feel horrible when your client says this to you, too.
See the notes under the video:
You WILL feel horrible when your client says this to you, too.
See the notes under the video:
Dealing with difficult people and the coming shift to Medicare Advantage..
See meeting notes under the video:
We did an internal look at our numbers for the past few months.
See meeting notes under the video:
Chris
Internal process improvements and Objections – What Clients are Saying
See meeting notes under the video:
Medicare Advantage in the news again..
Today, we talked about news in the Medicare Advantage world, including the proliferation of employer-sponsored Medicare Advantage plans and how they can vary greatly from the commercially-available Advantage plans.
See this internal office meeting video below. Notes from the meeting are under the video.
Updates and best practices from a meeting last week with other top-performing agency leaders, and verbal Scope of Appointment!
See this internal office meeting video below:
Focus on clients leaving an employer plan for Medicare and MUCH more.
See this internal office meeting video below:
See the video:
AEP stats are in and where we go from here.
See this internal office meeting video below:
See the video:
Surviving AEP means starting with the right frame of mind. We cover agency improvements and important reminders.
See this internal office meeting video below:
See the video:
Buyer's Remorse happens after nearly every transaction. How can it be prevented?
Also, preparing for AEP – what to tell our clients NOW.
Notes under the video..
See the video:<
We discuss our incoming call protocol and best practices, as well as continuous improvements in our internal process.
See the video:
Collaborating on how we can prevent problems with client enrollments, and other things we need to improve in our shop.
Notes under the video..
See the video:<
Gaylan Hendricks has a proven track record of setting records and creating unique products for our industry.
She is the creative force behind the Aetna Cancer plan and the super popular Manhattan Life dental/vision/hearing plan, among others.
Gaylan came to Charleston to talk with our folks about how and why to bring up these critically important topics.
Growth Updates, Russian Hackers, National General Medicare Supplement Review, and LIVE Charleston Agent Event..
This is our internal office meeting from May 10, 2021:
See the video:<[email protected]@>
In this week's office meeting, we covered the Blue Shield (CA) household discount, Aetna Medicare Supplement prep for AEP and 1/1 effective dates, Manhattan Life's new $3,000 benefit option and more. See the video: To see more of our office…
This is an interview with Hunter. He lives in Ohio and sells 100% by telephone in multiple states.
Hunter talks about his lead generation method and what he says on the phone.
He came from a background with a Cancer insurance-focused agency and talks about his approach with that, too.
From how he schedules his day to how he unwinds at the end of the week, Hunter tells all in this informative and inspiring interview:
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Here is a recent example of cross-selling where a client needs additional items besides just the Medicare Supplement, and this is one example of how it can be done successfully… hear the call: …
The Mutual of Omaha Sales Leaders trip for 2018 was awesome. We went to Milan, Italy the week before and then met the Mutual trip folks in Killarney, Ireland right after spending St. Patrick's Day in Dublin. What a trip…
This is the new (in 2017) Critical Advantage Portfolio webinar. This plan from Mutual of Omaha covers Cancer, Heart Attack, and Stroke. This plan is unique in that it also covers Alzheimer's Disease. The Critical Illness (comprehensive) policy can be…
This is the long-awaited training on how to successfully add Cancer plan marketing to your existing business. By doing so, agents are able to double their first-year commissions on cases and get referrals from folks impacted by Cancer that would…