by PTT Financial | Feb 14, 2025 | Articles for Agents, Articles for Consumers, Medicare
It’s a new year and an ideal time to think about making a career change. If you don’t know where to look – or even what field you might be interested in – you should seriously consider a career as an Independent Medicare Sales Agent. It could be just the opportunity...
by PTT Financial | Feb 14, 2025 | Articles for Agents
2025 will be a banner year for baby boomers entering the Medicare market. A record 4.18 million Americans will turn 65 this year, an average of 11,400 per day, the highest number ever in one year. Medicare agents looking to grow their businesses know the importance of...
by PTT Financial | Feb 12, 2025 | Articles for Agents
Valentine’s Day is a great time to let your clients know how much you appreciate them. Here are a few ideas to show your clients you care: Send a handwritten card – this is the most personalized way to send your message. If you have a large customer base, you...
by PTT Financial | Feb 12, 2025 | Articles for Agents, Life Insurance
There are several ways seniors and their families can benefit from a life insurance policy. The different types of life insurance that are now available can fill a variety of needs and provide a wide range of benefits: Provide cash flow to cover final expenses which...
by PTT Financial | Jan 15, 2025 | Articles for Agents
Successful insurance agents know that in order to keep their business growing and thriving they must continue to raise the bar each year. Maintaining the status quo will never be enough in this competitive field. Setting well defined goals can create a road map for...
by PTT Financial | Jan 7, 2025 | Articles for Agents
Now that the new year has begun, it’s time to check in with your clients to make sure they are happy with their new healthcare coverage. Client retention should always be a priority and outreach at the start of the year is key to ensuring your clients understand their...
