THE 2024 AGENT GUIDE
Choose Your Product Focus - MCA, LTCI, Medicare
Enhance Your Business with the Agent Guide
As the senior market continues to adapt to the ever-changing landscape, more and more individuals across the country are seeking a trusted advisor to guide them. Are you prepared? The 2024 Agent Guide was crafted to help insurance agents and financial advisors like you navigate the senior market, grow your business, and strengthen your expertise.
Stay on the cutting edge of the senior market.
Download your FREE 2024 Agent Guide today!
Download Your 2024 Agent Guide
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Medicaid Compliant Annuities
Explore Medicaid Compliant Annuities and crisis planning, complete with a detailed overview of the Medicaid program and practical case studies using MCAs.
- Top strategies for using MCAs
- Medicaid’s rules and requirements
- The long-term care planning opportunity
Long-Term Care Insurance
Discover tactics for selling long-term care insurance and the importance of pre-planning with clients looking to secure their financial future.
- LTCI policy options, benefits, and strategies
- Adding LTCI to your business
- How to discuss LTCI with clients
Get an overview of the Medicare program, explore Medicare products, and learn how you can help clients get essential healthcare coverage.
- An overview of Medicare
- Medicare products and plan options
- Medicare compliance rules for agents
Learn How We Work Together with a FREE DISCOVERY CALL
If you're ready to learn more about incorporating these products into your business, book a consultation with one of our experts. This Discovery Call gives us a chance to learn how we can best serve you and your clients.SCHEDULE YOUR FREE DISCOVERY CALL