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Guide to Preparing Your Medicare Book of Business for Sale

September 13, 2024 By Drew Gurley

How to prepare your Medicare agency before selling the book of business.

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.

Category: Medicare

Review of Medicarians 2025: Senior Health and Wealth Professional Industry Conference

June 15, 2024 By Drew Gurley

Medicarians Review

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 […]

Category: Insurance Industry Events, Medicare, Reviews

How to Become a Medicare Insurance Agent

April 15, 2024 By Brandon Clay

Medicare Insurance Agent

This article breaks down the seven steps required to start and maintain a successful career in Medicare insurance sales.

Category: Entrepreneurship, Great Insurance Jobs, Medicare

A Done-For-You Medicare Business Plan

August 2, 2023 By Drew Gurley

Medicare business plan

Done-for-you Medicare business plan aimed specifically at navigating the dynamic world of Medicare and senior market sales.

Category: Medicare, Sales

Why Financial Advisors Should Include Medicare [Commentary Included]

July 12, 2023 By Brandon Clay

Financial Advisors Sell Medicare in a Holistic Financial planning practice.

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.

Category: Medicare, Sales

30 Medicare OTC Benefits Your Clients Likely Aren’t Using

September 26, 2022 By Tim Nardoni

Over the counter benefits

Over the counter benefits are much more impactful than just vitamins and band aids. Learn how to properly explain OTC and increase your sales.

Category: Insurance Producer Training, Medicare, Sales

Senior Market Advisors CEO, Brandon Clay Discusses Sales Crumbs Video Training Series

May 7, 2021 By Drew Gurley

Senior Market Advisors CEO Brandon Clay

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. 

Category: Medicare, Sales

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