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Life After AEP - Go Beyond

Posted by www.psmbrokerage.com Admin on Thu, Feb 01, 2024 @ 03:53 PM

Life After AEP

Get Ready to Blast Off

“Life” begins when AEP ends!
Join the Your Life Sales Mission Control team today as they navigate the Life After AEP terrain for 2024. We will be sharing the resources you need to blast off this Life selling season.

Our Life After AEP webinars will be Wednesdays and Thursdays from 3:00 – 4:00pm EST in February and March. Please fill out the below form by Friday, February 2 if you would like to be auto-registered for all Life After AEP webinars. Otherwise, be on the lookout for the landing page within the next few weeks, which will house all the individual webinar registration links.

Fill Out the Form Here to be Auto-Registered for all Webinars!


Remember: Life is good… Sell it!

SELL IT-1Selling life insurance after the Medicare Annual Enrollment Period (AEP) can be a strategic opportunity, as clients are already engaged in thinking about their healthcare and financial security. Don't miss this opportunity on how to grow and increase your life insurance sales.

Register today

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Tags: Life Insurance, cross marketing, Webinar

Life After AEP - Strategies for Increasing Life Sales

Posted by www.psmbrokerage.com Admin on Thu, Feb 01, 2024 @ 03:47 PM

Go Beyond-2

Selling life insurance after the Medicare Annual Enrollment Period (AEP) can be a strategic opportunity, as clients are already engaged in thinking about their healthcare and financial security. To capitalize on this, start by reviewing the conversations you had with clients during AEP about their overall retirement planning and healthcare needs.

 Many clients may have focused solely on their immediate Medicare needs and may not have considered the long-term financial protection that life insurance can provide. Reach out to these clients with personalized communication, highlighting how life insurance can complement their Medicare coverage by providing financial security for their loved ones, covering final expenses, or even leaving a legacy.

Use the insights gained during AEP to tailor your message, focusing on the benefits most relevant to each client's situation. Additionally, offering educational sessions or one-on-one consultations can help demystify life insurance options and demonstrate your commitment to their overall financial well-being. This approach not only positions you as a trusted advisor but also opens the door to addressing a critical aspect of their financial planning that they may have overlooked.

Selling life insurance after the Medicare Annual Enrollment Period (AEP) can be a strategic opportunity, as clients are already engaged in thinking about their healthcare and financial security. Don't miss this opportunity on how to grow and increase your life insurance sales.

Position yourself with Final Expense insurance

Offering final expense insurance as an agent provides a unique opportunity to address a critical need in your clients' financial planning, particularly for those in their senior years. This type of policy specifically caters to covering the costs associated with end-of-life expenses, such as funerals, burials, and any outstanding medical bills.

By providing final expense insurance, you are offering peace of mind to clients and their families, ensuring that they won't face financial burdens during a time of grief. It's a meaningful way to deepen your relationships with clients, demonstrating that you care about their well-being and the legacy they wish to leave behind. Moreover, the simplicity and accessibility of final expense policies make them an attractive option for a wide range of clients, including those who may not qualify for traditional life insurance due to age or health issues.

SELL IT-1

Newest Blog Posts  |  All Blog Posts

For Agent Use Only. Not for the general public.

 

Tags: Life Insurance, cross marketing, Webinar

YDL Presents Digital Growth Summit - featuring Tom Hegna!

Posted by www.psmbrokerage.com Admin on Tue, Jul 11, 2023 @ 02:27 PM

Digital Growth Summit

YDL Presents Digital Growth Summit featuring Tom Hegna!


July 26th, 2023 from 11 am to 3 pm

 

We invite you to the Digital Growth Summit event featuring guest speaker Tom Hegna. yourDigitalLab (YDL) is dedicated to helping companies accelerate their digital growth strategies and leverage the power of digital transformation.

Tom Hegna will speak at the Digital Growth Summit on selling annuities strategies and more. It also features a panel of other industry experts discussing leveraging data and technology to create competitive advantages.

We're excited to have you join us for the Digital Growth Summit, an amazing chance to learn more about achieving digital excellence.

Please use our exclusive link by clicking the button below!

 

Tom Hegna-1

About Tom Hegna: CLU, ChFC, CASL

Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!.

As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach, helping Baby Boomers and seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into 5 books.

 

Tags: Tom Hegna, YourDigitalLab, Webinar

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