REQUEST THE 2023 AGENT GUIDE
The Advisor's Essential Guide to the Senior Market
REINVIGORATE YOUR BUSINESS WITH THE 2023 AGENT GUIDE
The Agent Guide is our all-encompassing guide for insurance agents and financial advisors in the senior market who are looking to grow their business. Each year, we provide an updated version of this essential tool, but 2023 brings more changes than ever before. For the first time ever, the Agent Guide is available in three different versions, each focusing on a specific product area.
Choose your product focus (or request all three), and claim your FREE 2023 Agent Guide today!
REQUEST YOUR FREE 2023 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
WHY CLAIM YOUR FREE AGENT GUIDE?
As an increasing number of Americans reevaluate their retirement plans and look to secure their financial future, you have the unique opportunity to get them the products and coverage they need. With the 2023 Agent Guide, you will be armed with the knowledge and tools you need to confidently advise clients in a wide variety of situations.
Whether you use the Agent Guide as a quick refresher throughout the year or as a detailed introduction to these senior market products, we have a copy with your name on it. Get your 2023 Agent Guide today!