Recent Posts


business

Building Client Loyalty: More than Just a Plan

January 11, 2016

Building Client Loyalty, More than Just a Plan. Client loyalty can make or break a business. Build relationships with people that are relying on an agent to guide them. Being an insurance agent isn't just lead generation and business it’s being trustworthy and guiding them with their health care.

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portfolio

Cure Your Clients' Needs with a PDP

January 8, 2016

It's that time of year again. The Annual Enrollment Period (AEP) has come and gone, and the Medicare Advantage Open Enrollment Period (OEP) is here. How can you make the most of this Special Election Period (SEP)? By selling prescription drug plans (PDPs).

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