Pulling the Plug.. when to stop writing a carrier

UPDATE: 04-24-19: New Era Life has filed in many states to now adopt pre-existing condition limitations on Open Enrollment business, not paying for pre-existing conditions in cases where a person coming into open enrollment had no prior qualifying coverage. See…

     


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May 10, 2017 Agent Update on Companies

This is an update on who the top folks in the industry are writing and why. And answering, “Do you always sell the cheapest plan?” The list includes, but is not strictly limited to: Aetna (American Continental, Continental Life, Aetna…

     


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Policy Rescinded! What?

If this has not happened to you yet in this industry, it will. Statistically, it's just a matter of time, or so they say. After thousands of clients, it finally happened to me. Yet it seems like the only carrier…

     


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Aug 28, 2016 Webinar Update

SEE THE WEBINAR REPLAY VIDEO HERE: Bonus video: This video was from the night before the webinar above, as Eugene and I were preparing for the webinar. His telemarketer transferred an interested individual from California. This man is a millionaire…

     


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Mid-February 2016 Medicare Update – IMPORTANT

In this update, we cover a new product launch coming out this summer, also Q&A on why companies change their names and how to overcome the #1 objection you get when selling by phone. Also, I talk about pre-existing conditions…

     


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Medicare Update: November 16, 2015

How anyone can get a Medicare Supplement without underwriting “hypothetical scenario”. CSI E-app Update that you need to know! Transamerica E-app Tip that will save frustration AETNA Underwriting tip saves days off U/W time & Change to AETNA's New State…

     


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Avoiding Unnecessary Confusion with Hospital Discount Cards

Yes, this is a pet peeve of mine – any time you can avoid confusion with senior clients, you should. Anything that introduces uncertainty and confusion in the mind of a brand new client is bad for business. It is…

     


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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…

     


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Friday Nov 8 2013 Medicare Update Webinar

 November 8, 2013 Friday Medicare Update Webinar Click the image to play the video: Covered in the webinar: Medico Dental/Vision/Hearing plan in Kentucky Rate increases with Mutual of Omaha, New Era, Philadelphia American. Changes to CIGNA Voice Verification procedures for…

     


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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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