How to Set Goals and Achieve Them to Make This Year’s AEP Your Best Yet

It’s time to start thinking about the Annual Enrollment Period (AEP) for Medicare Parts C and D. From October 15 to December 7, qualifying individuals will be able to enroll in, change or drop their Medicare Advantage and prescription drug plans.  To make this year’s AEP your best yet, you need to focus on setting [...]

By | August 18th, 2017|Articles for Agents|0 Comments

Email Marketing for Independent Insurance Agents

Despite the growth of social media, email remains an important marketing tool for independent insurance agents. To make the most of this tool, you need to know what works, what doesn’t and which resources will help you be organized and efficient. Making It Personal In How to Win Friends and Influence People, Dale Carnegie reminded [...]

By | July 31st, 2017|Articles for Agents|0 Comments

Insurance Marketing and Agents’ Social Media Use: How Do You Stack Up?

There’s no escaping social media these days. It’s everywhere, and everyone’s on it – including your clients. As an insurance agent, you need to be on social media, too. You’re probably already using at least a site or two, but you might be wondering whether you’re doing enough. This infographic shows you what other insurance [...]

By | June 30th, 2017|Articles for Agents, Uncategorized|0 Comments

Join Us for Medicare 101

Launch your career. Revolutionize your results! This class is designed for new agents who want launch a career in Medicare Insurance sales, or experienced agents who want to increase their Medicare knowledge and capability. You will learn: Medicare insurance basics & summary of benefits How to effectively manage a client meeting The Medicare application process [...]

By | June 29th, 2017|Articles for Agents|0 Comments

Insurance Marketing: How to Share an Article on Social Media

Social media is a great way for agents to reach out to clients. When you see an article that would help your clients, sharing it with them is easy. According to Pew Research Center, 69 percent of Americans used social media as of November 2016, a figure that is likely to keep rising. Even around [...]

By | June 14th, 2017|Articles for Agents|0 Comments

How to Market Insurance for Seniors

The number of Americans over the age of 65 is on the rise. In 2015, there were an estimated 47.8 million people age 65 or older in the United States. By 2060, this number is expected to reach 98.2 million. The senior population is not one that agents or financial advisors can afford to ignore. [...]

By | June 1st, 2017|Articles for Agents|0 Comments

Insurance Careers Start Here!

You are invited to attend our Life/Health Insurance License Prep Class, presented by the Texas Insurance Training Academy. If you attend this class, we guarantee you will pass your Texas Insurance Exam. In fact, we are so confident in this training, we will pay for your re-test if you fail. Date: June 10 and 11, [...]

By | May 11th, 2017|Articles for Agents|0 Comments

PTT Financial Meet & Greet

Thursday May 18 from 6:30 to 7:30 p.m. Are you a licensed agent looking for new ways to build your business? Are you not yet licensed, but exploring insurance career opportunities? Are you interested in flexible work to supplement your income? If you answered YES to any of these questions, you owe it to yourself [...]

By | May 11th, 2017|Articles for Agents|0 Comments