Providing Certainty in an Uncertain Health Market

Providing Certainty in an Uncertain Health Market

There have been many times in my health insurance career that I had to dig deep to find the positive in the rapid-fire changes that came with the passage of the Affordable Care Act in 2010.

Since then, I'm sure all of us in this market segment have felt frustrated by the many unanswered questions and the inconsistency of the answers that we get from those that are supposed to be "in-the-know."  With the recent passage of the AHCA through the House, I suspect that even as this bill moves through the Legislative branches of our Government, there will be many unanswered questions that none of us can yet answer.

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The Keys to Compliance with Secret Shoppers

The Keys to Compliance with Secret Shoppers

One way to confirm that Medicare beneficiaries are receiving accurate & compliant information during marketing events and personal appointments, is to utilize secret shoppers.

CMS secret shoppers measure quality of service and compliance with Medicare regulations as a way to gather specific information about products and services.

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How to Diffuse the Surrender Charge Objection in Annuity Sales

How to Diffuse the Surrender Charge Objection in Annuity Sales

Objections should always be anticipated and handled early in the presentation. You know they're coming, so take the offensive and tackle them before they tackle you.

As long as there are annuity sales presentations there will be surrender charge objections. There are many ways to address this concern, however there is one aspect of handling objections that should be paramount.

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Protect Your Client’s Most Valuable Asset

Protect Your Client’s Most Valuable Asset

Odds are if you asked your client what their most valuable asset is, they most likely would respond with "my home, my car, my boat, etc." Very few would say their income/paycheck.

That's because most people do not immediately equate this question with their ability to earn a paycheck. If your client was sick or injured and unable to work or earn a steady paycheck, how would they pay for the things they love, or the insurance to protect them? Would they be able to pay their monthly mortgage or rent and still be able to pay their monthly bills, credit cards or car payments? You can help make sure they can sustain their lifestyle.

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The Scoop on the Scope of Appointment

The Scoop on the Scope of Appointment

The Scope of Appointment (SoA) is like an American Express card, you don't leave the appointment without it. We'll show you how to use this form correctly and compliantly.

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