Category: Sales Tips

Selling the Evergreen Policy
Client Retention

Selling the “Evergreen” Policy

In case you didn’t know, Medigap plans can be sold year-round, and in some states, you’ll find a “Birthday Rule” that makes it easy for your clients to switch their

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Why Partner with an FMO
Business Tips & Resources

Why Partner with an Insurance FMO?

As an independent insurance broker, or a new insurance agent looking to start selling Medicare, you have many pieces to managing your business. From training and certification to carrier contracting

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