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Medicare Supplement Sales: Steady, Reliable, and Full of Opportunity

PSM Brokerage

Medicare supplements (or Medigap plans) offer: Predictable Costs: Clients appreciate the ability to budget for out-of-pocket healthcare expenses. Life Insurance: Clients seeking financial security often consider final expense or term life insurance. Fast forward to 2023, and that number has grown to 14.2

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Common Myths and Misconceptions About Final Expense Insurance: A Guide for Agents

Final Expense Brokerage

When discussing final expense insurance with clients, agents often encounter misconceptions that can prevent clients from seeing the value of these policies. Final expense insurance can be an ideal option for anyone looking to ease their family’s financial burden, but misunderstandings about what this coverage entails can create hesitation.

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How To Cross-Sell Medicare & Life Insurance

Peter J. Fournier

However, they often fail to take the next step to sell Life Insurance. The good news is that making the transition to selling Life Insurance is often easier than you would imagine. Keep reading for expert tips to help you master cross-selling Medicare and Life Insurance. But there is more to it than that.

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Tax Season Spotlight: Word & Brown Offers Smart Ways Your Clients Can Save Money – on Taxes and Elsewhere, Too

Word & Brown

But, working with Word & Brown, you have access to a broad range of plans, products, and services that offer potential tax and other savings to your individual and group insurance clients. You should suggest they speak with a tax advisor concerning the potential deductibility of health insurance costs.

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Short Term Health Insurance Illinois

Smart Insurance Agents

Short Term Health Insurance Illinois: No longer available as of January 1, 2025. STLD Plans – As of January 1, 2025, Short-term Limited Duration Plans are no longer permitted to be sold in Illinois, helping to ensure that residents are not misled about whether they are purchasing comprehensive health insurance.

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Protect Your Finances: The Truth About Small Insurance Claims

Shield Insurance Agency

However, filing small insurance claims can have long-term financial consequences. One major consequence of filing small insurance claims is the potential for increased insurance premiums. When you file a claim, it signals to the insurance company that you are more likely to cost them money in the future.

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Increase Your Retention Rate & Stop Losing 30% Of Your Business

Peter J. Fournier

Note: If you are more of an audio learner, check out this YouTube video 30% Of Your Business Is Falling Off The Books Insurance agents are constantly on the hamster wheel of trying to outwrite premiums and keep writing more and more production every year. I know some of you out there right now are like, “$100,000?