One of the most common mistakes I see in the final expense insurance industry is agents trying to diversify too soon, before they have developed real competence in final expense sales. This is one of the quickest ways to stall your progress and ultimately fail. The second is not reading the ultimate guide to selling […]
Startup Costs For a Final Expense Agency
Final expense sales is a business, and like any business, it requires proper planning, budgeting, and execution. If you don’t treat it seriously, you will struggle and someone will be there to say, “I told you so.” One of the biggest factors in your success is lead investment. I always tell agents that if they […]
Using the CLEAR Path to Improve Medicare Enrollments with SunfireMatrix
There is nothing much worse than having a client ready to sign on the dotted line, only to be sabotaged by a technical issue that’s out of your control! Help prevent this process by following some simple steps.
Insurance Conferences: A Guide for Agents and Industry Professionals
Attending insurance conferences is a strategic move for any professional in the insurance industry, whether you are an established agent or new to the field.
A Review of Choice Mutual’s Final Expense Insurance App
Figuring out the right policy for you can be time-consuming and confusing, but the free Choice Mutual Final Expense app helps you instantly compare prices from more than two dozen final expense insurers. Here’s what you need to know about this innovative and easy-to-use app.
Review of Medicarians 2025: Senior Health and Wealth Professional Industry Conference
Medicarians Agent Symposium Who: Medicare sales agents, FMO’s, IMO’s, MGA’s, lead vendors, technology providers, wealth advisors, P&C agents and many more. What: Medicare industry’s largest professional conference Where: Caesars Palace in Vegas in 2025 When: Monday, March 31st. Why: Because everyone needs continued education and learn from top performers to stay relevant. Medicarians Review If you’re […]
SEO for Insurance Agencies: Services, Tips and Tricks
SEO tips and tricks for insurance agency owners. We find that most agencies with an existing website are missing a few key elements which makes the difference between showing up in search results and not. Learn how to make your website work for you 24 hours a day in your local market!
U.S. National Debt Clock: Financial Advisors and Insurance Agents Quick Guide
In sales and marketing, the secret is to identify your target market accurately and to use effective marketing communications channels and tactics to reach it. The debt clock can serve you as an important tool to have deeper discussions with your clients.
How to Use Winflex Web for Life Insurance Quotes
Winflex is the most widely used quote tool life insurance agents and financial advisors use to run illustrations for their clients. Learn more here.
Ascension Medicare Advantage
Get contracted with Ascension Medicare Advantage here and learn how the largest catholic hospital system in the world is entering the MAPD market.