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.
Guide to Preparing Your Medicare Book of Business for Sale
Selling your Medicare book of business is a major decision that can offer significant financial rewards, but only if you’ve properly prepared for the sale, and don’t worry, most agency owners aren’t.
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 […]
How to Become a Medicare Insurance Agent
This article breaks down the seven steps required to start and maintain a successful career in Medicare insurance sales.
A Done-For-You Medicare Business Plan
Done-for-you Medicare business plan aimed specifically at navigating the dynamic world of Medicare and senior market sales.
Why Financial Advisors Should Include Medicare [Commentary Included]
In my 26 years in the Medicare industry, I have met with thousands of financial advisors to discuss the Medicare opportunity and what I believe is Medicare’s important place in a holistic financial plan.
Top Medicare FMOs for 2024 [Contact Info Included]
Sometimes you get lucky, but unfortunately many Medicare agencies have to kiss a few frogs before finding their prince (a great FMO). Fortunately for you, we have taken the time to review each of these groups and the common denominator across all of them is they are filled with high performers and reliable support for Medicare and health insurance sales.
30 Medicare OTC Benefits Your Clients Likely Aren’t Using
Over the counter benefits are much more impactful than just vitamins and band aids. Learn how to properly explain OTC and increase your sales.
Top Vendors for Medicare Supplement and Medicare Advantage Leads in 2023
We spent $2 million on Medicare leads and consistently recommend these vendors.
Senior Market Advisors CEO, Brandon Clay Discusses Sales Crumbs Video Training Series
I recently had the pleasure to sit down with Brandon Clay, CEO of Senior Market Advisors (SMA) out of Nashville to discuss his new release of SMA Sales Crumbs, a video training series spawned from his successful series of Sales Crumbs books which educates senior market insurance agents on how to build a six-figure residual income.