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Medicare Advantage & Supplement Plans
At the core of our product offerings is Medicare insurance. We truly believe that agents should use Medicare as the way to open the door to a client / agent relationship and build upon that relationship in subsequent meetings to expand product offerings.
Our proprietary technology will make comparing plan options for your clients a breeze. Nearly 90% of our enrollments happen electronically, allowing our agents to work where and when they want to. With numerous national carrier contracts, top payouts and back-office support, you will not be disappointed in our Medicare services for agents.
One of the most popular ancillary product offerings our agents write is our dental program. We are one of the few FMOs in the nation that offer this plan which boasts up to a $5,000 per year benefit and day one coverage that you can write for anyone above the age of 18!
Once contracted, you’ll receive your own website that explains the plan benefits and clients can even enroll on your site 24/7! Contracting is simple and we can get you up and running with this plan in a matter of 2-3 days
When working with seniors, life insurance is often a topic of conversation whether for final expense planning or estate planning purposes. Incorporating life insurance into your business is a very easy product to add and is highly valued by many clients.
Our case managers will help you create a plan for your client, obtain quotes and give you talking points to present with your clients. Whether you’re looking at term, whole life or IULs, you can be confident we have the knowledge and product offerings to fulfill all your client’s needs.
Probably one of the biggest missed opportunities we see agents make is not incorporating
income planning into your portfolio of service offerings. If you are a Medicare agent, you are speaking to individuals who are either looking to retire
soon, or are already retired. Thus, planning for income distributions is a topic that these clients are in need of guidance. Why not be that trusted advisor for them?
Our retirement planning specialists will help you craft retirement income strategies for your clients using guaranteed income products like annuities to help secure their retirement cash flow needs. We work with the nations largest and most reputable insurance carriers, making sure you have the products that your clients will need for their lifetime income needs.