How to Print Quotes from Ritter

Several folks have written lately, saying that they are now unable to print quotes like they used to from the newly re-designed Ritter quote engine. Here's a video on how to print the quotes, but I don't suggest just printing…

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Medicare Market Updates May 23 2014

Covered in this video update:   Easier Ways to Get Clients Online Senior Summit Wrap up E-Application Updates on: – Stonebridge – Aetna – Mutual of Omaha – Equitable Life – Heartland National Heartland's New Association Plan See the Video: Runtime:…

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Chris Was Featured Speaker at 2014 Agent Summit

I had such a great time as a featured speaker at the 2014 SMS Sales Summit in Columbia, Missouri on May 20, 2014.

The event was great fun and I was able to meet about 20 members of the site!
It was so much fun to be able to put faces with the names, finally!

My session began with me entering the room wearing a blue bathing suit and yellow t-shirt.
(See the pictures below)….

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Mutual and Aetna – Important Updates

These are good changes with both Mutual of Omaha and Aetna.. Documents mentioned in the video:   Mutual Plan F & Plan G Rate Change Documents: 04.30.14-June-Modernized_INFORCE_BR 04.30.14-May-Rate-Release_TN_BR 05.07.14-May-Modernized-Rate-Adjustment_GA_BR Express » Blog Archive » South Carolina Rate Release Note:  Aetna E-app…

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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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Oxford Life Explains their Underwriting, Finally

Oxford Life did a webinar specifically to address their unique underwriting methodology. I covered on a December 20, 2013 webinar how they added over 20 questions to their verification call that were not contained in the application process. This method…

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CIGNA Technology Webinar

This webinar covers the quoting tools and electronic application tool that CIGNA has launched. CIGNA has text messaging capability where you can get instant quotes, which makes it easy if you're in the field. This can alert you by text…

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One Call Close – Another LIVE demonstration

Last week, I was traveling in South Carolina all week and still wrote six applications. How? The hotel where we stayed (Wyndham Wingate) had Wifi that worked just fine with Skype and my plugged in headset. As a matter of…

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Week in Review – March 21, 2014

Covered in this week's video: Equitable Webinar on new Spouse Discounts Outsourcing Webinar – Where, Who, How, Why LIVE Demonstration Video of Actual Sale Oxford Webinar – Life, Medicare, Annuities Unlimited Sales Data for $49.95 per month  …

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LIVE Demonstration with Actual Sale

This was an actual sale made March 19, 2014, where I had the presence of mind to not only set up the screen share the way we normally do, but I also started recording the screen so that you can…

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Tax Deductions for Insurance Agents

What You Need to Know about Taxes! Watch the Full Replay here: *Hosted by Christopher Westfall and Sandy Botkin About the presenter:  Sandy Botkin is a CPA, tax attorney and a former IRS trainer. He has been trained millions of…

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Guaranteed Issue Considerations

This post also covers Guaranteed Issue circumstances and the impact that has on your commissions. It is very important to start with this publication.. learn it! Choosing a MediGap policy. (Section 3 on Page 21)   [ If you are…

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March 6, 2014 Weekly Roundup

Important Message to New Members: New This Week: Mutual of Omaha (and OIC) E-App Demo Medico's new Hospital Indemnity Plan (HOT!) – New States for 4/1! Medico's MyEnroller E-App Demonstration CIGNA's new Electronic Application Demonstration…

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CIGNA Electronic Application Webinar

This is a company demonstration of the CIGNA Electronic Application. Watching this will save you time and frustration! (This video was from mid-2015) CIGNA's electronic application requires NO physical signature from the client. (This updated video was from January 2016:)…

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Medico New Hospital Indemnity

Medico's New: Hospital Indemnity Plan. This new plan is more competitive, easier to sell, and through their electronic application, easy to enroll. You can contract with Medico now for a pending state and they will begin processing of your contract….

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I don’t like technology!

Have you heard someone repeatedly say, “I can't do technology”, or “I don't do computers”, or “Technology is not my friend”, or “I'm not good with computers”? See the video: This is a cop-out from trying UNTIL you get it….

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Webinar Update 02-14-14

Covered in this webinar are updates on Mutual of Omaha, CIGNA, Equitable, Stonebridge Life Medicare Supplements. <!@split@> Resources: Update 06-22-16 on Medicare Advantage penetration: CIGNA Text Alerts on Your Business – instructions CIGNA Mobile Quotes Instructions CIGNA Instant Text Quotes…

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