• Mastering Medicare for 2025!
    Oct 2 2024

    This episode explores the changing landscape of Medicare plans and the challenges agents face in adapting their sales approach.

    Key points:

    - Benefits are decreasing while costs are rising, making the traditional "sizzle" approach of highlighting extra benefits less effective

    - Focusing on dual-eligible and low-income subsidy plans may become more challenging - Selling Medicare Advantage plans without generous giveaways is difficult but necessary

    - Agents need to think outside the box and consider all options beyond just zero-premium plans to find the best fit for clients

    - Understanding state Medicaid eligibility levels is crucial for marketing Medicare Advantage plans to those qualifying for extra help

    - Navigating high-premium "free insurance" plans requires expertise to avoid mistakes that jeopardize coverage

    - Establishing authority and providing clear, tailored advice is essential when advising new Medicare enrollees

    - The discussion highlights the differing mindsets between managers focused on profitability and agents needing quick cash flow, especially for new agentsKey Lessons

    1. The traditional "sizzle" approach of highlighting extra benefits may not be as effective in the current Medicare landscape, where benefits are decreasing and costs are rising.
    2. Salespeople need to adapt their strategies by focusing on duals and the LIS SCP program, and considering all available options, including Medicare Supplement plans, to find the best healthcare solutions for clients.
    3. The complexities of Medicare Advantage plans, particularly for individuals with limited incomes, and the importance of understanding Medicaid eligibility levels and providing clear, expert advice to clients.
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    33 mins
  • Dynamic Friday's - Crunch Time
    Sep 27 2024

    Adam talks about his sales week out in the field and how when it's crunch time, he seems tends to turn it up a notch and get a few more sales to end off the week strong.

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    37 mins
  • Why a Presentation Matters
    Sep 25 2024

    Adam and Chris discuss the importance of having a presentation and also of knowing what to say and how to say it. Adam runs through his presentation and the reasoning behind why he presents the way that he does.


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    50 mins
  • That "Little Extra"
    Sep 24 2024

    Adam and Chris discuss the difference between being Ordinary and Extraordinary in sales.

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    41 mins
  • Dynamic Friday's: Searching for Sales
    Sep 20 2024

    Get ready to harness the power of practical strategies this Dynamic Friday! Join us as we dive into actionable insights that can transform your week into a profitable one. From elevating your sales tactics to treating Friday like your most productive day, discover how to maximize your potential while building connections through teamwork. Learn the importance of sharing your journey and empowering others, and get equipped to achieve your goals with confidence. Don't let the inclination to coast into the weekend hold you back—embrace the mindset that fuels success!

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    25 mins
  • The Accountability Mindset
    Sep 19 2024

    Adam & Chris discuss the importance of holding oneself accountable when it comes to success in business.

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    30 mins
  • Unveiling Transamerica's FE EXPRESS
    Sep 18 2024

    In this episode, Chris and Nick speak with the National Sales Manager of Transamerica, Steven Weber, where he unveilings the new, state of the art Final Expense product that projects to become a big player in the Final Expense field.

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    1 hr and 3 mins
  • Navigating Challenges: Costly Life Events & the Insurance Industry
    Sep 12 2024

    Join us in this episode as we delve into unexpected high costs in daily life events, from costly medical treatments for pets to backyard landscaping. We explore the challenges and differences between working with Medicare and life insurance, highlighting the importance of protection and commission structures in the insurance industry. Discover the complexities of Medicare plans, the evolving landscape for consumers, and the challenges agents face in navigating plan changes. Tune in for insights on how agents can adapt and thrive in a changing industry. Don't miss out on more episodes by subscribing, sharing, and engaging with us on social media!Key Lessons

    1. Unexpected high costs can arise in daily life events, such as expensive medical treatments for pets or landscaping projects, exceeding $5,000.
    2. The insurance industry presents challenges related to carrier lapses, commission structures, and distinct income opportunities between Medicare and life insurance.
    3. Navigating Medicare plan changes requires agents to be proactive and knowledgeable, especially considering the complexities in the industry and concerns about consumer friendliness.
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    30 mins