The Broker Link

SEP Success – Bundling Tips & Tricks


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As we continue our series on SEP Success, today we take a look at how to bundle some of your products.

Health expert, Michelle McLaren explains the power of strategic bundling and how it can help you thrive in the off-season.

Michelle tells us how to:

  • Learn client-focused solutions
  • Bundle packages
  • Key practices for success in insurance sales
  • Explain a client's qualifications
  • Help clients dealing with Medicaid Unwinding
  • Talk about deductibles
  • And a lot more!

And if you would like to start this series from the beginning, check out this podcast, SEP Success: ACA 101

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The Broker LinkBy The Brokerage Inc.

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