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How Insurance Agents Can Use Fact Finders for Sales and Future Opportunities

September 10, 2024 By Drew Gurley

insurance fact finder

A well-crafted fact finder is one of the most powerful tools an insurance agent can use to build relationships, close sales, and set the stage for future sales opportunities. Take look at how each section of a fact finder will help you short and long term when building client relationships.

Category: Insurance Producer Training, Sales

The “1,2,3,4,5 Method” of Selling Hospital Indemnity Insurance with Medicare

July 12, 2024 By Drew Gurley

Hospital Indemnity Insurance

The 1,2,3,4,5 method of presenting hospital indemnity insurance is going to change your life, and simplify the cross selling dilemma.

Category: Ancillary Insurance, Insurance Producer Training

Professional Agent’s Guide for Learning How to Sell Annuities

June 14, 2024 By Drew Gurley

Start Selling Fixed Annuities

Getting a client to understand the role of annuities in their overall financial plan is just as hard for a fixed agent as it is for the registered rep pitching market-based products.

Category: Insurance Articles, Insurance Producer Training, Redbird Ultimate Guides

Medicare Agent’s Guide to AHIP Certification in 2025 [GET AHIP Discount Code Here]

June 2, 2023 By Drew Gurley

ahip discount code

AHIP is required for any health agent selling Medicare Advantage. Learn about AHIP and get your $50 AHIP discount code here.

Category: Insurance Producer Training, 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

5 Tips To Reduce Customer Churn

May 9, 2022 By Charles Gaudet

Reduce Customer Churn

Churn is one of the most despised words in the English language to every entrepreneur, and there’s a good reason why. It generally means one thing: losing current customers. Learn more here.

Category: Brilliant at the Basics, Entrepreneurship, Insurance Producer Training, The Redbird Update

Quick Guide to Selling Ancillary Insurance

March 22, 2022 By Drew Gurley

how to get contracted and sell ancillary insurance

Ancillary insurance continues to grow as a great supplemental product to any insurance agent’s book of business. Learn how to get started HERE.

Category: Ancillary Insurance, Insurance Producer Training, Insurance Scenarios

The Easiest Way to Start Selling Disability Income Insurance (DI)

March 21, 2022 By Drew Gurley

Easiest Way to Start Selling Disability Insurance (DI)

Did you know that one in four of today’s 20 year-olds will experience a disabling event before they retire? The M.U.G. Plan is one of the easiest ways to open the conversation with your clients about disability insurance.

Category: Insurance Producer Training, Redbird Ultimate Guides, Sales

Guide to Completing Anti-Money Laundering Training: LIMRA & WebCE AML

June 30, 2021 By Drew Gurley

How to Complete AML Training for Insurance: Web CE or LIMRA AML

Anti money laundering training is required every 2 years for insurance agents. Use our Webce and Limra AML guides to stay up to date.

Category: Insurance Producer Training

The Dream 100 Strategy: The Sales Strategy Used To Win Huge Clients

June 16, 2021 By Charles Gaudet

Dream 100

The Dream 100 Sales Strategy (originated by the late Chet Holmes) is a balance of attracting both great and dream clients.

Category: Insurance Producer Training

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