Cross selling to Medicare book

[MedicareMillennia]

Anyone with experience selling annuities predominantly to a book of Medicare clients? I've sold annuities here and there over the years, but really have never put the time and effort into making it a priority. With all the disruption in the Medicare space right now, I'm getting much more serious about becoming proficient in other product lines. I guess more specifically, my question is, is anyone here successfully leading with Medicare while consistently cross selling annuities, or are most successful agents leading with and focusing primarily on annuities instead?

 

[Fisher]

I'm having success working my book. I work with a wholesaler who has put together some very effective training and procedures for this scenario. I can give you his name and number if you're seriously looking for help.

 

[MedicareMillennia]

I'm having success working my book. I work with a wholesaler who has put together some very effective training and procedures for this scenario. I can give you his name and number if you're seriously looking for help.

Sure, that would be great. Sorry for the delay

 

[Fisher]

Message sent.

 

[newbie2001]

I'm having success working my book. I work with a wholesaler who has put together some very effective training and procedures for this scenario. I can give you his name and number if you're seriously looking for help.

I’m not quite there yet as I’m growing my book steadily but slowly. But something I’d really like to do to “enhance” my income outside of HIP plans that I sell and the occasional FE policy.

Don’t want to waste anyone’s time but anything you could share?

 

[Fisher]

I'm not sure what you're asking, newbie2001.

 

[goillini52]

I’m not quite there yet as I’m growing my book steadily but slowly. But something I’d really like to do to “enhance” my income outside of HIP plans that I sell and the occasional FE policy.

Don’t want to waste anyone’s time but anything you could share?

Dental, Cancer, Home Healthcare, Annuities....