Senior Agent Podcast

“Is it true that company ratings are not that important due to companies already being vetted and approved by Medicare to sell supplements? … and has a Medicare Supplement company ever gone under? If so, does Medicare cover their liabilities?” This was a question from a member at MedicareAgentTraining.com I am very seldom asked about […]

Can I legally call someone and talk about Medicare Supplement plans? This is a question that was asked by a new agent this week. The agent said she had heard that you can lose your license, pay a fine, etc. for cold calling someone about Medicare plans. What the agent is referring to is the […]

How much calling is involved when starting as just me? One of the biggest challenges I faced was letting go of the telemarketing to someone else. It was the best decision I ever made, though. I would call around 400 numbers a day. I would break it up into 2 hour segments. One in the morning […]

From Cop to Running My Own Shop Summary: If I can go from being a sergeant with the sheriff’s office, ordering around criminals AND other deputies, to working with seniors on their financial plans, then YOU can do it, too. In law enforcement, we were taught to take command of the scene. Command presence is […]

What is the difference between a successful agent and a failure in this business? The answer: A decision. More help on prospecting can be found at MedicareAgentTraining.com If you have planned well and set good goals, you can have confidence that you know where you want and need to go. If you have done what […]

Summary Answering the question: “When can someone sign up for a Medicare Supplement plan?” So often, seniors, and even agents, believe that seniors can only sign up with Medicare Supplement plans during one period during the year. That is not true. They can sign up for a new Medicare Supplement plan 365 days per year, […]

Summary Answering the question: “How can I sell Medicare Supplements in other states? Agents that are adept at selling by telephone understand that they are not limited to the scope of their local marketing area. They soon want to expand their marketing to more lucrative areas of the country. This can be very easily done […]

Summary In this first episode, the following question is answered: “Should I become a captive agent or an independent agent? What’s the difference?” Chris Westfall runs a very successful Medicare agency out of Charleston, South Carolina, where he has thousands of clients across 46 states, helping all of his clients by telephone. These are questions […]