Cross Selling Med Supps with Final Expense?

[jdeasy]

I've just started running FE leads and almost every person I've asked is on an MA plan. The lone exception was a guy who was on Medicare and Medi-Cal ( Medicaid for those of you not in California ). I agree with JD that the majority of people you're going to run into while running FE leads are going to be on med advantage plans. The people we see are typically procrastinators who aren't going to shell out 200 bucks for a med supp plan and 30 for a PDP.

Well you are in the region.

 

[jdeasy]

Maybe 50 states minus 1. Wasn't that way in New York.

I was referring to the 49 states plus DC. I already left NY out.

 

[JustinSane]

I use T65 lists and door knock them, introducing Med Supps, but mentioning other products such as life and annuities within the initial conversation, while attempting to drum up interest. I do very well using this approach, as I am simply approaching it as a conversation starter, until I get a better idea of what they are potentially in the market for. Of course, some folks don't like talking and chase me off their porch with a pitchfork, but many will actually carry a conversation as long as I don't come across too pushy or "salesman-like".

Of course, getting free, unlimited T65 lists from my IMO helps, too! Only thing I pay for is the Dr Scholls inserts in my sneakers!

 

[Cory]

Over time an agent learns the right ques or time to ask questions that can lead to other products where you won't leave any missed opportunities. My suggestion... every time you have one of those "a-ha" moments for a good questions write it down and add it to your client profile Q&A.

 

[walleyeb1]

The answer to both original questions is yes.