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Empower your agency with knowledge and insights

Keep up with relevant topics in the insurance industry and get reminders on everything you need for enrollment periods, certifications, and everything in-between.

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14 Ways to Generate Medicare Leads

Exceptional lead generation requires experimenting with various tactics and combining them across multiple channels for optimal results.
Articles
Videos

Best Practices For Working Insurance Leads

Effectively working insurance leads requires timely actions, trust-building, active listening, education, persistence, technology use, and continuous...
Articles
Videos

How to Get FFM Certified to Sell Health Insurance

In this guide we'll walk you through the steps required to get certified to sell health insurance plans on the Federally Facilitated Marketplace...
Articles

How to get Started in Medicare Sales

Medicare Supplements and Advantage plans offer lucrative opportunities with high first-year commissions and ongoing residual income for years after...
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Videos

How to Scale Your Insurance Agency

I'll share key factors top agencies use to run successful businesses. By the end, you'll gain insight on how to scale your agency.
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Videos

How to Sell ACA Insurance: An Agents Guide

Whether you're a seasoned agent or just starting, this guide provides everything you need to succeed in the under-65 health insurance market (ACA).
Articles

How to Sell Medicare Advantage and Medicare Supplements Over the Phone

By understanding the challenges unique to phone sales, you can adjust your technique accordingly, and continue to be successful in any situation.
Articles

The Benefits of Working with an Insurance FMO

Choosing an Insurance FMO is like choosing a business partner. Ensure they offer the best products and support to help you build a strong block of...
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Videos

What is AHIP Certification and How Do I Get It?

Learn all about AHIP certification, and how to get it, if you want to legally sell Medicare Advantage (MA) or Prescription Drug Plans (PDPs) during...
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Videos

7 Ways to Grow Your Insurance Business

Your business is either growing or shrinking. A big part of growth is retaining long-term, happy customers. Happy customers = a thriving business.
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Videos

How to Market to Seniors

Baby boomers hold 70% of the nation's disposable income. Learning to market and sell to them can be both informative and highly profitable.
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30 Day AEP Success Blueprint

Your Step-by-Step Guide to Mastering the Medicare Annual Enrollment Period.
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*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.