How to Get Referrals from Financial Planners

This is an interview Chris conducted on February 20, 2014 with Jenny, near Dallas. Jenny pays nothing for marketing and writes an average of 20 new plans per month through referrals. Jenny later sent me the presentation that she uses when she is front of financial planners. I was surprised to see the presentation, as it is just Medicare 101 stuff. She said she seeks to educate them about what she does with the clients. They are "wowed" by this, and then want to use her as their Medicare expert for their clients. Rather than go through this entire education piece with the financial planner and the client, they're happy to let her go through this entire, "T65" education. Here is her presentation in two different formats: Powerpoint Format - Right click here and select "SAVE AS" to save to your computer PDF Format - Right click here and select "SAVE AS" to save to your computer Update: from Courtney D, who wrote: "I basically really started working in the Medicare Supplement space last Fall. From Oct. 2016 – Jan. 31, 2017 I sold about $25K in premium without even trying...I went around to all of the local civic organizations like the Lions Club, Optimist, Kiwanis, etc…and gave a presentation on Medicare. Not a sales presentation, just strictly educational. It worked and it is still working!"

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