Brock Solid

In this GPS Training, Andrew walks Medicare agents through using a retirement checklist to move from Medicare education into health, life and retirement coverage.

You'll learn how to:

- Bring up ancillary coverage at the start of the appointment

- Ask the burial or cremation question

- Ask the retirement question

- Present the bundle with confidence

- Act as your client's HR department

Built for agents who want deeper relationships and more complete coverage for every client.

Get the full GPS Retirement Checklist resource: https://www.brockpartners.com/agent-hub/resources/gps-retirement-checklist-october-27-2026

#medicareagent #insuranceagent

Brock Solid, hosted by Brock Partners. Andrew Saul and Justin Brock kick off the Think Bigger series with critical illness insurance. If you're still offering the same small cancer, heart attack and stroke payouts you offered years ago, this episode will challenge you to rethink the conversation.They cover how critical illness fills the 20% gap on chemotherapy and radiation for Medicare Advantage clients, larger lump sum benefits, and how the return of premium rider works (explained with a gas tank analogy). They also talk about why a profitable ancillary product isn't a bad product, how to handle the price objection, and why carrier relationships matter when a claim gets stuck. You'll also hear real client stories of critical illness checks that made a difference, a five-appointment challenge to offer bigger benefits, and why you should plan for clients who may live into their late 90s.Learn more and partner with Brock at https://brockpartners.com

Is Medicare Advantage about to stabilize? On this week's State of Medicare, the Brock team breaks down where the MA market is heading, why AI won't replace the agent, HMO vs PPO network math, and how agents can double down instead of backing out. Hosted by Brock Partners.

Not all T65 Medicare leads start at the same level of trust, and treating them like they do is one of the biggest mistakes Medicare agents make. In this training, we break down how lead source, rapport, and early questioning completely change the direction of a T65 Medicare conversation.Medicare agents working inbound calls, direct mail leads, referrals, and local walk‑ins all face different starting points with T65 prospects. Understanding how a prospect found you, why they called, and what their current coverage looks like allows you to guide the conversation instead of forcing a one‑size‑fits‑all presentation. This video walks through how to build rapport faster, ask better questions, and identify whether a T65 prospect is leaning toward Medicare Advantage or Medicare Supplement before you ever pitch.If you want to improve your T65 close rates, build a stronger Medicare book of business, and stop misreading prospect intent, this is required training. Drop your questions in the comments and subscribe for more Medicare agent training focused on real‑world sales and growth.

If you’re a Medicare agent trying to build a real book of business, this training is for you. Too many Medicare agents enter the industry chasing fast applications, buying leads they don’t understand, and wondering why nothing feels stable after the first year. This video breaks down why that approach fails and what actually works if you want renewals, retention, and long‑term growth.In this Medicare agent training, we talk honestly about what year one really looks like, especially if you don’t have unlimited capital. We cover the difference between a pile of applications and a true Medicare book of business, why you can’t fake time in this industry, and why branding yourself as the Medicare expert matters more than a fancy agency name. We also walk through niche and local Medicare marketing, why most new Medicare agents get burned buying leads, how to build an ecosystem around your Medicare clients, and why ancillary products are critical to surviving while your book matures.This is not a shortcut business. Medicare rewards agents who learn products, marketing, compliance, and sales one layer at a time. If you’re serious about building renewals instead of constantly starting over, comment below with where you’re at in your Medicare journey and subscribe so you don’t miss future training built specifically for Medicare agents and Medicare agencies.

Medicare carriers are tightening the screws, and most agents still do not understand why, so in this video I break down the real economic forces behind the pressure on Medicare Advantage and Medicare Supplement carriers and what you need to do to protect yourself, your clients, and your long term income, including why margins are being squeezed across Medicare Advantage, how medical inflation since 2020 plays a massive role, how reimbursement spikes after COVID never reversed, and why flat funding proposals from CMS create a gap that carriers simply cannot absorb, while also explaining the reduction in prior authorization as a cost control, carrier exits in certain markets, and the heavy financial pressure created by the Inflation Reduction Act and catastrophic Part D drug costs, because this is not about carriers hating agents, that narrative is false, the real issue is economics, and when agents do not understand those economics they end up advocating for the wrong things and unintentionally damaging their own industry, which is why I walk through how to advocate intelligently, how the comment period process actually works, and why we should be pushing for policies that create healthy competition instead of ignoring cost realities, so if you want to understand what is really happening behind the scenes and how to position yourself with the right partners, this video will give you clarity.

Buying or selling a book of business looks simple on paper, and that’s exactly why people get crushed by it. One bad book can turn into a servicing nightmare, a churn problem you didn’t price for, and a deal you regret the second the first renewal cycle hits.In Part 3 of this series, we get specific about what actually matters in a book of business transaction. Not the fantasy version, the real version. We talk about the paperwork that has to be right, the clauses that protect you from getting your own customers solicited back, and the due diligence questions buyers ask when they’re trying to avoid inheriting a mess. We also break down the things that quietly destroy value, like too many carriers, inbound call-center style acquisition, geographic mismatch, comp levels that eliminate arbitrage, and books with zero cross-sell upside left.If you’re on either side of a book deal, this episode will help you stop guessing and start thinking like a buyer who doesn’t want surprises. Drop a comment with what you’re considering, buying, selling, or just curious about, and subscribe if you want the rest of the series because we’re moving from books to agency value next.

This is Part Two of our series on selling an insurance agency or a book of business. In this episode, I break down one of the most misunderstood topics in Medicare distribution: the difference between selling a book of business and selling an actual agency. A lot of agents assume these are the same thing, but buyers do not see them that way at all.I talk through why a book of business is heavily dependent on the producer, why those deals usually trade at much lower multiples, and why time, servicing, and replacement costs matter more than most people realize. Then we compare that to what creates real value in an agency, including infrastructure, employees, marketing systems, growth patterns, and the seller staying involved after the transaction.If you’ve ever wondered why some deals close at one to three times revenue while others reach four, seven, or even ten times EBITDA, this conversation will give you clarity. The goal isn’t to sell you on an exit, but to help you understand what actually increases value over time so you can make better decisions long before you ever sell.Drop your questions in the comments and subscribe if you want to follow the rest of this series as we continue breaking down how value is built in Medicare businesses.

This is Part One of our series on selling your insurance agency or your book of business. Before you ever think about valuation, exit multiples, or potential buyers, you have to understand how capital actually flows into the Medicare distribution marketplace. In this video, we break down the three main forces shaping agency deals today: private equity, venture capital, and mergers and acquisitions, using real examples that exist right now in Medicare. The goal here isn’t to push one path or criticize another, but to give you a clear, unbiased foundation so you can decide what, if anything, makes sense for your business. Understanding how these capital structures work is critical if you’re even considering selling in the future. In Part Two, we’ll go deeper into what it really means to sell a book of business versus selling an actual agency with infrastructure, teams, and systems.

Marketing to people who are turning 65 is one of the most powerful long‑term strategies in the Medicare industry, but it’s also one of the most misunderstood. In this video, I walk through exactly how I look at advertising to the T65 market and, more importantly, why this group delivers higher lifetime value, stronger cross‑sell opportunities, and more sustainable income than plan‑to‑plan Medicare Advantage marketing.I break down why T65 is not just about chasing a true‑up commission, but about building agent‑for‑life relationships by educating clients correctly from the very beginning. I also clear up the common misconception that Medicare supplement prospects are “rich,” explain how Medigap open enrollment actually works, and why bonus commissions should never be the deciding factor in your marketing strategy.On the tactical side, I cover the three key components of effective T65 marketing: copy, creative, and cadence. I explain how to create messaging that feels authentic instead of over‑polished, why small‑business positioning often outperforms big brand advertising, and how to use tools like social media, webinars, and direct mail in the right order and timing. You’ll also learn why patience is critical in the T65 space, how to build a pipeline that matures over time, and why consistency beats short‑term transactional thinking every time.If you want to build a Medicare business that compounds year after year instead of constantly chasing rewrites, this framework will help you do it the right way.

If you're new to our channel, we help insurance agents and people who are interested in the Life, Health and Medicare insurance industry get off the ground and scale profitable companies. When I was 26 years old I got out of the Marine Corps with the goal of making $60,000 a year to replace my income and benefits from active duty.. 11 years later I sold 51% of my insurance agency for $70,000,000.. The company started out primarily direct to consumer, but we have transitioned to our primary focus of helping other agencies replicate our success. Follow us on other platforms like instagram.com/thejustinbrock Check out things we offer at justinbrock.comAnd don't forget to ask us about out CRM and marketing system GoGuru and our workshops Medicare Agent Boot Camp (aimed at new to intermediate agents) and Behind the Agency (aimed at more experienced agents).