Tag Archives: medicare

SAP 061: Problem Getting Personal Information Over the Phone

Having a difficult time with the objection that the prospect does NOT want to give out personal information like their Social Security Number or Date of Birth for an insurance application sold over the phone?

This video is for you…things we have discovered that have stopped these objections when it comes time to doing the application, when selling insurance by phone.

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 060: UPDATE: Medicare Insurance Sales for 2019 What is Most Important

What are the most important factors, going forward? The ONLY factor relevant in your business is the cost-per-acquisition of new clients and your growth plan, including growing to scale by hiring folks to help you.

The only thing that has held back those agents who are capable of GREAT things in this business is their lack of an execution plan to grow into the next phase of their business – by hiring people.

Too many agents are spending their profits, rather than reinvesting in the critical infrastructure necessary for significant growth.

“Put your head down, work your ass off for 5 years and you couldn’t spend the money you’re making, if you wanted to.” – Chris Westfall

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 059: Lessons learned during AEP 2018

What lessons we are taking away from this year’s AEP and how some ideas might help you and your business

Originally streamed LIVE on:
http://facebook.com/medicareagenttraining

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 058: How to Deal With Success in the Insurance Business

It is important to plan your route to avoid burnout. Share the pain and rewards. Take time for yourself, on purpose.
Come see what we’re doing at https://MedicareAgentTraining.com

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 057: Monday is the BEST day of the week!

Very exciting news this Monday! Driving to the office and discussing what has made THIS particular Monday so special.
(Rebroadcast from Facebook LIVE at http://www.Facebook.com/medicareagenttraining

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 056: Struggling With Your Insurance Business?

Struggling with your insurance business?
There might be a VERY simple solution that breaks down all of the complication in your world to the ONE activity that matters most.

“Great business owners focus on revenue generating activities while poor business owners focus on administrative tasks.” -Shawn Thomas https://www.instagram.com/askamillionaire

Discussing Maslow’s Hierarchy.. see the article on Maslow’s Hierarchy for Entrepreneurs at http://medicareagenttraining.com/maslow

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 055: Telemarketing for Medicare Advantage Sales

Have you been told by someone telling you telemarketing leads or services that it is perfectly fine to do a “bait and switch” form of marketing whereby your cold call is merely asking them for a Medicare Supplement appointment?


You are then told that it is perfectly OK to get a piece of paper signed and, magically, it washes away the illegal source of the lead and it is fine to build your Medicare Advantage marketing empire on this premise.

It is not. Stay compliant, keep your license.

As always, for helpful agent information, visit MedicareAgentTraining.com

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SAP 045: Medicare Advantage Agent Adding Medicare Supplements

Often lately, agents who had spent their entire Medicare career solely focused on Medicare Advantage are starting to add Medicare Supplements to their product offerings.

Sometimes coming from a captive organization where MAPD was the only thing they could sell, they often have difficulty making the transition into offering Medicare Supplements.

This video covers the integration of Medicare Supplements into an MAPD-only focused agent’s practice and the fact that asking for the sale is a slightly different animal when a monthly premium is involved.

For helpful agent information, visit MedicareAgentTraining.com

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SAP 044: Why Sell Medicare Supplements – How to Sell Medicare Supplements by Phone

Should you sell Medicare Supplements?
Why should you sell Medicare Supplements
and How do you sell Medicare Supplements by phone?

These are questions answered in this 2014 webinar by Chris Westfall of http://MedicareAgentTraining.com, a membership site for Medicare Supplement professionals with tools, latest industry updates, and training on how to effectively market Medicare Supplements across the country by phone

For helpful agent information, visit MedicareAgentTraining.com

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SAP 042: Facts Tell, Stories Sell – Building Trust in the Medicare Space is Everything

How you approach each conversation makes all the difference in the world. Facts tell, stories sell. You have to learn to connect emotionally to the needs, desires, fears, and frustrations of the prospects before you can FACTUALLY communicate their options in an effective way.

If you try to communicate like Mr. Spock on Star Trek, or Joe Friday, the detective “Just the facts, Maam.” you will never be able to scale your business effectively or generate happy referrals from your smaller-than-necessary client base.

The most effective thing you can do is work on your ability to EMPATHIZE and communicate based on THEIR world view, not yours. You can only do that with a huge emphasis on listening vs. telling every fact that you know.

For helpful agent information, visit MedicareAgentTraining.com

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SAP 027: Never Choose Failure

Please excuse this long-overdue rant, that comes along about every six months, when a new agent presents to me a list of excuses as to why this industry, helping seniors, is not working for them.

MedicareAgentTraining.com is a site dedicated to best practices in the delivery of Medicare benefits to our greatest generation. It is run by Christopher Westfall, who has been a licensed agent for over 19 years. Christopher helps to facilitate the on-going discussion between insurance professionals who are constantly seeking the best for their practice and for their clients.

For helpful agent information, visit MedicareAgentTraining.com

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SAP 013: Focus on Activity or Focus on Result?

Should a sales person focus on activity in their day or focus on a daily result?
One brings tremendous business, and one brings much stress.

Watch the video or listen below:

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