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:
Many updates on Medicare and internal process improvements
Updates on Wellcare, Accendo, Woodmen, etc.
See meeting notes under the video:
AETNA has a great final expense program going on that you should know about.
If you have a client that does not already have a Medicare Supplement? Write them with the Accendo Final Expense plan.
But…
Surviving AEP means starting with the right frame of mind. We cover agency improvements and important reminders.
See this internal office meeting video below:
See the video:
We discuss our incoming call protocol and best practices, as well as continuous improvements in our internal process.
See the video:
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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MA OEP lasts until March 31st. The importance of using a CRM and documenting every conversation. What we learned about mentioning other products we help with, and more.
This is a very unique webinar in that it tackles the question of Long Term Care coverage with unique solutions you won't find anywhere else. Note the important distinction of what this company offers – lifetime-on-claim coverage. That is almost…
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
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]
The CIGNA final expense product is now available in certain states. As usual, you can find the webinar here! Here are the states where this product is currently available: Click the image below to see the webinar on the…
Alan Benedict on Final Expense Selling (Audio) Hear the audio by pressing the play button: http://archive.org/download/FinalExpenseTrainingByAlanBenedict/Final-Expense-Training-by-Alan-Benedict.mp3 See the great article written by Alan Benedict on Final Expense here:…
Final Expense Presentation – The best. This is an interview with Chris' good friend Gary in Indiana. Gary is a dynamite final expense life insurance producer and this is his presentation that he gives the same way, every time. This are…
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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