Articles For Agents
Medicare Insurance Ratings in Texas
Medicare Open Enrollment is taking place now through December 7. CMS has released Star Ratings and statistics, and the outlook is great for the country and for Texas in particular. Costs are down and options are up, giving Medicare enrollees ample reason to review at...
Improve Financial Planning Sales Success by Listening
You perfected your sales pitch. You delivered it flawlessly. The result? Rejection. If this story sounds familiar, the problem may lie in thinking of the sales pitch as a one-way transaction. Don’t just talk at your prospects. Listen to them. Start by asking prospects...
Communicating with Clients: How to Empower Informed Medicare Decisions
As a Medicare insurance agent, you have an important role. You need to reach out to clients and make them aware of the enrollment window; educate them on options available; and most importantly, help them feel confident in their decisions. Good communication is key to...
How to Set Goals and Achieve Them to Make This Year’s AEP Your Best Yet
It’s time to start thinking about the Annual Enrollment Period (AEP) for Medicare Parts C and D. From October 15 to December 7, qualifying individuals will be able to enroll in, change or drop their Medicare Advantage and prescription drug plans. To make this year’s...
Email Marketing for Independent Insurance Agents
Despite the growth of social media, email remains an important marketing tool for independent insurance agents. To make the most of this tool, you need to know what works, what doesn’t and which resources will help you be organized and efficient. Making It Personal In...
Insurance Marketing and Agents’ Social Media Use: How Do You Stack Up?
There’s no escaping social media these days. It’s everywhere, and everyone’s on it – including your clients. As an insurance agent, you need to be on social media, too. You’re probably already using at least a site or two, but you might be wondering whether you’re...
Join Us for Medicare 101
Launch your career. Revolutionize your results! This class is designed for new agents who want launch a career in Medicare Insurance sales, or experienced agents who want to increase their Medicare knowledge and capability. You will learn: Medicare insurance basics...
Insurance Marketing: How to Share an Article on Social Media
Social media is a great way for agents to reach out to clients. When you see an article that would help your clients, sharing it with them is easy. According to Pew Research Center, 69 percent of Americans used social media as of November 2016, a figure that is likely...
How to Market Insurance for Seniors
The number of Americans over the age of 65 is on the rise. In 2015, there were an estimated 47.8 million people age 65 or older in the United States. By 2060, this number is expected to reach 98.2 million. The senior population is not one that agents or financial...
Insurance Careers Start Here!
You are invited to attend our Life/Health Insurance License Prep Class, presented by the Texas Insurance Training Academy. If you attend this class, we guarantee you will pass your Texas Insurance Exam. In fact, we are so confident in this training, we will pay for...
PTT Financial Meet & Greet
Thursday May 18 from 6:30 to 7:30 p.m. Are you a licensed agent looking for new ways to build your business? Are you not yet licensed, but exploring insurance career opportunities? Are you interested in flexible work to supplement your income? If you answered YES to...