Chris has been asked to pull any reference to the Greek Catholic Union Medicare Supplement and has agreed to comply. Chris and his organization will not be writing this product, but each agent must reach their own decision, having done…
This webinar goes over the topic of how to make multiple sales with the same client.. some good information here. See the video:…
This is the latest demonstration of the CIGNA Electronic application. This covers CIGNA, ARLIC, and Loyal American (all the same company). The colors in this webinar they did are horrible, but you can still get the gist of the webinar!…
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…
Each and every carrier expects that their documents are delivered to the clients prior to doing an application. Their E-apps will require you to certify that the documents have been delivered. On the voice-phone-only applications (Equitable, IAC, Heartland, LCBA) the…
This is the latest IAC (Individual Assurance Corporation) webinar on their electronic (and voice) application process. Watch video here: Timeline for video: 2:50 State Availability of IAC and their Household Discounts 4:04 Company competitive analysis 14:45 How…
Can you really use direct mail for effective Med Supp sales by telephone? Yes you can, but it will cost you a fortune to obtain each new client. Advice from Chris: DO NOT USE DIRECT MAIL FOR MEDICARE SALES. Here is…
Susan is said to be the top producing agent of Medicare Supplements in the entire State of California. She was one of the presenters at the 2015 Nat'l Medicare Supplement Sales Summit in Orlando, Florida and Chris spent some time…
Not signing up for a Part D plan (drug plan) when first eligible could be very, very costly for seniors. This is the official link with the information on the Part D drug plan penalty. http://www.medicare.gov/part-d/costs/penalty/part-d-late-enrollment-penalty.html See the important video:…
Updates from Chris Westfall from the Nat'l Medicare Supplement Conference in Orlando, FL April 13-15, 2015 Chris did an interview at the conference on Selling Medicare by Phone Part D Tip: Susan Hatch is the top producer in California. Here…
Covered in this update: CIGNA's SubStandard Medicare Supplement LCBA Update Medico 12% Household Discount & Update CSI Update Manhattan Life Update See the video:…
Update from Nov. 2017: We are no longer writing CSI to our clients due to their 10-12% rate increases announced 4Qtr 2017 The company that has delivered the most stable rate history in the industry now delivers a new release…
MACRA is now the law. This was when we first covered MACRA – in 2015: See the document with the changes here. CLICK HERE In Summary: Due to MACRA (“Doc Fix”) Medicare Access and CHIP Reauthorization Act of 2015, Plan F…
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…
Are you generating your own leads using telemarketing? This is very valuable advice and a roll play of a very typical sales call using the predictive dialer. Cold calling for Medicare Supplement sales is simple, but it's not easy. This…
See the video: *Update/Clarification: Send Out Cards now charges 3 points for a 2-panel card for everyone. Download the Slides as a PDF: January 30 2014 Webinar Slides Mentioned in the webinar: Video from Congress on Doc Fix Video of…
Have you been asking a prospective client's doctor if they accept your proposed Medicare Supplement plan? This is something we used to do all the time, via a three-way call with the client, and it would help us to enroll…
Video overview of the LCBA application process and how to submit business. We covered this company in this webinar (click here) and the marketability (is that a word) of a product like this is HUGE. See the video:…
IAC Medicare Supplement details: Bullet Points: IAC = Individual Assurance Company 50 year old insurance company B+ Rating 100% Phone-only Application Process (like Equitable & Heartland) Rolling out into many states (See map below) 7% Household discount only requires someone…
Sometimes when you hear one, two, or three agents tell you that something is working, it is still hard to believe that you can do it, too. I get that. So, I'm bringing you more detailed, step-by-step information on how…
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