Union Security Life Medicare Supplement Union Security Life is administered and reinsured by Aetna. Need contracting? Bonus: Issue 3 Cases within your first 45 days = $500 (See Details here) – AM Best Rating: A – E&O: Not Required –…...
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Not Taken – Buyer’s Remorse and How to Prevent It
While it is absolutely true that we cannot prevent ALL buyer’s remorse from creeping into your world of sales, there are processes we can put in place that reduce it as much as possible. If you are seeing 15-20% or…...
New CIGNA CHLIC Products
Here are two major tips about CIGNA business: 1) CIGNA does not draft upon approval, OR on the effective date. They draft on the date that the person selected, but only AFTER the effective date. So, if the person chose…...
Cancer Plan Cross Selling
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…...
Rome Trip with Mutual of Omaha
April 8 through April 14th, 2016, I was with my wife in Rome with the Mutual Sales Leaders awards trip. This trip was earned after sending over $200,000 in premium to Mutual of Omaha for 2015. The Aetna trip, which we earned,…...
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…...
What Chris Learned in Mexico with New Era Trip
This will be updated with things Chris has picked up from the top producer’s trip from New Era life in Cancun, Mexico from March 4 – 9th. Video 1 – Thursday March 5, 2015 early in the morning.. A quick recap…...
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…...
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…...
Step-By-Step Presentation by Phone
Sometimes when you hear one, two, or three agents tell you that something is working, it is still hard to believe that you can do it, too. I get that. So, I’m bringing you more detailed, step-by-step information on how…...
Webinar October 29 2014
This was a short, interactive webinar where Chris interviewed one of our newer agents, Joe R. Joe is great at breaking down what he has found to be the most important aspect of writing 20 Med Supp applications a month…...
Is it legal to call folks about their Medicare plan?
Excerpt from SeniorAgentPodcast on iTunes: Can I legally call someone and talk about Medicare Supplement plans? This is a question that was asked by a new agent this week. The agent said she had heard that you can lose your…
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…...
Tax Deductions for Insurance Agents
What You Need to Know about Taxes! Watch the Full Replay here: *Hosted by Christopher Westfall and Sandy Botkin About the presenter: Sandy Botkin is a CPA, tax attorney and a former IRS trainer. He has been trained millions of…...
Medico New Hospital Indemnity
Medico’s New: Hospital Indemnity Plan. This new plan is more competitive, easier to sell, and through their electronic application, easy to enroll. You can contract with Medico now for a pending state and they will begin processing of your contract.…...
Friday Webinar November 15 2013 – Local Branding
How can you create a local brand with incoming referrals? Click the image to start the video: Topic covered in this webinar: Local marketing See Campbell’s original interview Working without Leads here. Here is the postcard mentioned in the webinar.…...
How to Underwrite a Medicare Supplement Policy
Find the potential client is only half the battle. See the video: Many agents who are just starting out, say that they’re spending so much time and energy finding a new prospect that they really want to get that first…
Getting Started Without Leads
Here, you will discover Campbell’s awesome prospecting system! How to Get Started with Zero Lead Cost (or nearly zero). Yes, it CAN be done! Here is the interview: (Campbell is in the right speaker, and Chris in the left speaker)(See…...
June 19, 2013 Conference Call Recording – FROM AMI
Interview with Mike Bolinger Recorded entirely today from Anna Maria Island, just for you from our vacation month, I think you will really enjoy this interview with Mike Bolinger from Indiana. Mike is a successful Medicare Supplement agent who has…...
June 12, 2013 Conference Call
Guest star: Eric Lofholm Wednesday Conference Call Replay from June 12, 2013 Opening Intro: The Interview with Eric Lofholm: Chris Closing Comments and Tips from the Millionaires: Overcoming YOUR sales resistance. Are YOU the one holding YOU back on getting out…...
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