Customer Relationship Manager (CRM) w/ Membership Discount

I am happy to report that, through extensive testing and referrals, we're happy to recommend this CRM solution for tracking your leads, clients, and commissions. 20% Discount Code with this link: https://medicareagenttraining.com/go/radius/ The Radius difference Lead Management & CRM in…

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May 29, 2013 Conference Call – The Lure of Free Leads

Topics Covered: The lure/promise of “Free Leads” -what you give up. Telemarketing Scripts (see links below) Residual income – don't give it up! Telemarketing strategy with a predictive dialer (Update: We are not using AgentsDialer any longer. See here.) http://archive.org/download/28503236135131517/28503236-135131517.mp3…

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All About Marketing

Topics Covered: Lessons Learned in two recent in-person events Chris attended “The Coolest Marketing Event Ever” by Omar Martin, Mike Filsaime, etc. Website marketing tips and resources The Psychology of the F.I.G.S. Senior Marketing Expo in Columbia, Missouri Swimming in the Blue…

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May 22, 2013 Conference Call – Interview with Nathan Tinsley

Interview with Nathan Tinsley from St. Louis, MO Click on the Play Button: May 22 2013 Conference Call Recording http://archive.org/download/NathanInterviewComplete/NathanInterviewComplete.mp3   Update: 02-16-14: This is a recent industry post by Nathan that I thought was great.. “For me, it was…

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What it Takes in This Business

There are two quick clips I would like you to see today, down below. Background: Yesterday I was called by Mutual of Omaha and asked to take over an orphaned client where the agent had quit the business last year….

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Gold Nugget Interview – Call with Chuck

Topics Covered: Interview with Chuck Where to Market Closing the Sale Caller ID and using Google Voice Qualifying on health as early as possible Internet Leads Click the Play Button to hear the audio file. http://archive.org/download/050813ConferenceCall/050813_conference_call.mp3 Google Voice for a…

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May 3, 2013 Webinar

Topics Covered: Medicare Excess Charges Medicare Overcharge Measure (MOM) CT, MA, MN, NY, OH, PA, RI, VT Plan F and Plan G w/ Excess Charges Medicare Supplement Sales Growth How Medicare Supplement Claims are Paid Click the image to play…

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May 1, 2013 Conference Call Replay

Topics Covered: Setting client expectations on effective dates Actively listening vs. Continually selling Most decisions are made emotionally, but justified factually. Tips on selling by phone Click the Play Button: http://archive.org/download/05012013_201709/05012013.mp3  …

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April 24, 2013 Weekly Conference Call

Replay from 04-24-13 Mentioned on the conference call: Plan F vs. Plan G (FreeBlogFactory is no longer around) Guaranteed Issue Considerations http://archive.org/download/April24ConferenceCall/April24ConferenceCall.mp3…

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April 12, 2013 Webinar Replay

In this webinar, we covered critical information for completing the CIGNA electronic application and where you can find the Outline of Coverage you need to send to your clients after writing the CIGNA application. Click on the image to start…

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New Medicare Supplement Data

A new study from the Kaiser Family Foundation reveals some of the inner workings of Medicare Supplements and how seniors are interacting with these plans on a state-by-state basis. One of the revelations in this new study, dated February 2013,…

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Update on Company E-Apps

Posted by Chris earlier today on another forum: Sentinel's E-app is garbage. Nice folks, but garbage E-app. Forethought corporate board and legal team approved the screen share method for obtaining signatures that I invented four years ago. So, almost an…

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March 27, 2013 Conference Call

Replay from 03/27/13 This call had input from several agents one what is working for them. Thank you to those who contributed to this call! http://archive.org/download/032713ConferenceCall/03-27-13%20Conference%20Call.mp3…

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February 27 Conference Call

Topics covered: Interview with Fabian B. in Tampa, FL Interview with Andre in Alabama Closing help / more techniques you can use AgentsDialer Predictive Dialer Discount explained (Update: We are not using AgentsDialer any longer. See here.) This conference call…

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February 22, 2013 Webinar Replay

Topics Covered: Equitable Life & Casualty Medicare Update CIGNA Update Medicare Advantage Penetration Which Medicare Supplement Plan Letter? Chattering vs. Closing – don't talk too much! Learning when enough is enough, and when to SHUT up. Going after the “Low…

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Doctor Reimbursements for Medicare

This is a good article that goes in depth into how doctors are reimbursed by Medicare. Our our latest webinar, Feb 15th, we covered how the Medicare Supplement plans compare and which ones take care of “Excess Charges”. While most…

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February 15 Webinar Replay

Topics Covered: Changes in Medicare and Doctor Acceptance “The DOC Fix”  – Sustainable Growth Rate Medicare Overcharge Measure (MOM States) Medicare Overcharges /Excess Charges History on Plan N   <– Important to know 2010 Medicare Modernization 40 Minutes of Agent Questions…

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