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, preferrably by saving them money. Then, and only then, talk about cross selling other products to your Medicare Supplement client.

Also see this related post: https://medicareagenttraining.com/where-to-focus-the-riches-are-in-the-niches/

 

 

Medicare Advantage Cuts Coming – Westfall’s Prediction Confirmed

On the Friday webinar for members, held January 3, 2014, I laid out the predictions from all of the experts on the decline for Medicare Advantage business in the near future. This is for a variety of reasons, not the least of which was the shenanigans employed by the president just prior to the election, where Medicare Advantage would be propped up to shield seniors from the cuts in the ACA – until just AFTER the election.
See the webinar on this topic here:

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Today, an article was written by Bloomberg pointing to the same conclusion.

http://www.businessweek.com/ap/2014-01-03/analysts-expects-slower-medicare-advantage-growth

It is an interesting read, and further proves my prediction was correct. Medicare Supplements are the wave of the future, not Medicare Advantage!

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