Life Insurance and the LAPro Tool

In this week's meeting, Laura from Senior Market Sales joined us to walk through the process of using the Lead Advantage Pro tool to write life insurance applications. We also discussed a few carriers in detail and where they fit into writing life products for seniors.

 

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AEP Underway – 10-16-23 Meeting

AEP is underway and we are making great progress with the automation we are using to put incoming calls and form leads where they belong..
Here is our internal office meeting, followed by a sales-only meeting and what we need to remember during AEP.

Notes are under the video below:

     


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March 7 2022 Office Meeting

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.

     


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Surviving AEP and Life Tips

Surviving AEP means starting with the right frame of mind. We cover agency improvements and important reminders.
See this internal office meeting video below:

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04-19-21 Meeting – GET them TO Answer!

With updates Medicare, a new proposed Medicare system, a new benefit from FEMA to our clients, and how to get leads back on the phone

This is our internal office meeting from April 19, 2021:

See the video:<!@split@>

     


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02-22-21 Defending Clients – Office Meeting & AETNA Update Webinar

Wellcare is at it again with their old tactic of trying to convert our Part D customers into MAPD customers (and cutting out the agent, of course.)

Mutual of Omaha launching lower rates in a few states, Aetna with a new Life product, and a dental product you've probably never heard of before – quite enticing.

Members-only can … watch the video:  
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Office Meeting September 28 2020

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…

     


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Accendo Final Expense Life

The Accendo Final Expense product is a huge win for both clients and agents. Related Posts: Accendo Medicare Supplement Aetna E-App and Walk Through The Accendo Medicare Supplement AND Final Expense products are already included with your Aetna Senior Products…

     


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Mutual of Omaha Sales Leaders Trip 2018

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…

     


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Cross Selling Brings BIG Money per Case

Instead of a case that would pay $269.69, this video shows how the commission, first year, is $1,067.70 because CJ asked told of the availability of the cancer plan. He asked about heart attack/stroke coverage, and he asked about life coverage.

This sweet lady was used to paying $700 per month for her employer plan that had restrictions, networks, and co-pays. Now, she has a MUCH better plan (Plan G), lump sum coverage for Cancer, Heart Attack or Stroke, AND permanent Life Insurance coverage locked in now at the age of 64.

The is in a much better position, fully covered, and happy with her new security and price.

See the video:

Perfect example of a great cross sell.

CIGNA's electronic application makes this point and click easy without having to re-enter the client's information again in multiple applications.

Decades ago, companies like McDonald's learned that if you merely asked, “Would you like fries with that?” that a significant amount of people WOULD. Their profit is all in the extras..just like the movie theaters. They make nothing on the ticket sales. It is all on concessions.

This is good coverage, provides peace of mind, and because of a process like this, helps the agent to make additional income by taking care of clients in a meaningful way.

Learn how to sell cancer policies, etc. at:
http://MedicareAgentTraining.com

Final Expense Training

It is with great pleasure that I highly endorse a new book by David Duford called “The Official Guide to Selling Final Expense Insurance.” Dave's book is selling on Amazon now and a portion of the proceeds is helping another agent friend, Mark Rosenthal, with his very expensive disease treatment. Buying this book is a “no brainer” and a true win/win.

David Duford has proven himself to be a powerful influence in the final expense industry in the past few years. Not only is he a successful agent in his own right, he has a teacher's heart and enjoys helping new agents to find success in the Final Expense niche. This book is very well done and will be a resource for FE agents long into the future.


I highly recommend agents in, or considering, the final expense life insurance niche to pick up this valuable guide.
You can do so here.

Chris Westfall

 

 

Medicare Supplement Training

Week in Review – March 21, 2014

Covered in this week's video: Equitable Webinar on new Spouse Discounts Outsourcing Webinar – Where, Who, How, Why LIVE Demonstration Video of Actual Sale Oxford Webinar – Life, Medicare, Annuities Unlimited Sales Data for $49.95 per month  …

     


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CSI Life Insurance Company Drops Final Expense

Today, Central States Indemnity Company (CSI Life) announced that they are ending the sale of final expense plans effective March 1, 2014.

A company news release through their distributor, AIMC, today said they will not be renewing any state appointments for CSI life.

The release says that any business in place with CSI Life will continue to remain in force as long as the insured pays the premium, and that renewal commission will continue to be paid.

They also say that they are very committed to the Medicare Supplement market.

This is the second carrier in as many weeks that has announced they are leaving the final expense market.

Last week, we covered the fact that Forethought Life Insurance Company told their FMO‘s that they are leaving the final expense market and will no longer accept applications after January 31, 2014.

Post-AEP Opportunities – Webinar December 13, 2013

Webinar Replay from December 13, 2013 – Year-Round Opportunities This is a year-round business… see the video: Click the image to start the video: > Topics  Covered: Cross selling opportunities NOW: First, see this webinar on cross selling final expense…

     


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Residual Income and Insurance Sales

 

I'm often asked, by agents considering coming into the niche of marketing insurance to seniors,

“Which way should I go? Life insurance sales or Medicare Supplement sales”

See the video:

The question really is, are you looking for one-time income or residual income?
If you can pay your bills right now, while starting to build your residual income, that's the best strategy.

Life insurance should be pursued in niche marketing. “The riches are in the niches.”
Medicare Supplement sales should be pursued to build a residual income for the future. This is a great retirement plan.

Mentioned in the video:

https://MedicareAgentTraining.com – Medicare Training

Thanks for watching..

Chris Westfall
[email protected]

 

 

Medico new travel bonus- webinar

This is an updated Medico webinar covering all of their available plans, their online enrollment process, and their new travel benefit for agents – this is an awesome rewards program. Cancer plans are a HUGE part of senior marketing and…

     


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