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OPPORTUNITY: Portfolio Based Selling

OPPORTUNITY - Portfolio Based Selling

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Are you tired of “chasing your tail” with limited residual income? Would you be eager to learn a way to enhance your business and create new opportunistic revenue streams? We have the expertise and the resources to teach you how to compliantly and efficiently sell Medicare and ancillary health products.

If you are selling Final Expense insurance only today, according to statistics, 33% of your clients are buying Medicare Advantage and 28% are buying Medicare Supplements. That works in reverse if you are selling MA and not the others. Even the carriers are marketing the additional products to the clients you bring to them with a “one product mentality”. The real question as it relates to lost opportunity: Is someone else finishing the work you started?

Advantages of Portfolio Based Selling:

  • It allows you to work smarter not harder. The portfolio approach leverages your current client base and maximizes it allowing you to make more money with fewer clients.
  • More products sold to a client means higher persistency. When someone purchases one product from you all you have is a sale. When you add an additional product, you have a client. But when you add a third or fourth product, you have a raving fan. Raving fans call you if their circumstances change or if someone approaches them about an alternative solution or product.
  • Portfolio selling generates more referrals.
  • Generate a higher close rate.
  • Income possibilities are exponentially greater.
  • Medicare and ancillary products can be sold over the phone / online.


Request details today or call us at 800-998-7715 to see how PSM can help you tap into new markets and opportunities. We have the products, tools and resources available to help take your business to the next level.


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