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.
The “1,2,3,4,5 Method” of Selling Hospital Indemnity Insurance with Medicare
The 1,2,3,4,5 method of presenting hospital indemnity insurance is going to change your life, and simplify the cross selling dilemma.
Professional Agent’s Guide for Learning How to Sell 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.
Medicare Agent’s Guide to AHIP Certification in 2026 [GET AHIP Discount Code Here]
AHIP is required for any health agent selling Medicare Advantage. Learn about AHIP and get your $50 AHIP discount code here.
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.
5 Tips To 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.
Quick Guide to Selling 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.
The Easiest Way to Start Selling Disability Income 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.
Guide to Completing Anti-Money Laundering Training: LIMRA & WebCE 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.
The Dream 100 Strategy: The Sales Strategy Used To Win Huge Clients
The Dream 100 Sales Strategy (originated by the late Chet Holmes) is a balance of attracting both great and dream clients.
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