Screening Too Early, LTC, and More | Office Meeting 02-15-21

We lost a potential client because they called in, saying they wanted a particular carrier (that we do not write) and we sent them on their way.

We addressed that today, along with long-term care, along with various other topics like client reviews, etc.

Members can watch the video here:

     


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New Member Overview Webinar

New Member / Overview Webinar from 08-15-14: Download Webinar Slides Medicare Made Clear InfoGraphic Obamacare Medicare InfoGraphic New:  Sales Tools – Best Tips from Agents   from Senior Market Advisor May 2014 More Resources regarding the Home Healthcare Opportunity: IMPORTANT LATEST…

     


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How to Get Referrals from Financial Planners

This is an interview Chris conducted on February 20, 2014 with Jenny, near Dallas. Jenny pays nothing for marketing and writes an average of 20 new plans per month through referrals. Jenny later sent me the presentation that she uses…

     


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