Lots of updates, reminders, and internal policy improvements here.
See meeting notes under the video:
cross-selling
Cross Selling on the Phone
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: …
Questions and Answers on Medicare Marketing
Over the last week, I requested questions from members on topics in their business where the answers could help others. In this video, my friend Eugene and I did our best to answer them based on our experience thus far….
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…
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
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,…
Medico Cross Selling Webinar
This webinar goes over the topic of how to make multiple sales with the same client.. some good information here. See the video:…
When to Cross Sell and When Not to Cross Sell
I'm often asked, “WHEN is the best time to ask your client, or potential client, about other products that they may be interested in?”
Yes, there are plenty of things that your clients may eventually want to purchase, but the best thing to do is to first make them a client, preferably by saving them money. Then, and only then, talk about cross selling other products to your Medicare Supplement client.
I Am Your Policy – A Final Expense Sales Technique
Final Expense Idea – Something small that you can add to your final expense presentation to greatly improve your persistency. (5 minutes)…
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