Now that 2018 is upon us, I’m sure that many have set new goals personally and professionally. We’re here to help with your professional goals! Did you know that 100% of your Medicare sales now count toward MDRT?? Isn’t that great?!
Since we just wrapped up the Medicare Annual Election Period in December, let’s keep the momentum going by calling our T65’s monthly. What’s a T65? It’s a report you can run that shows clients in your book of business that are turning 65 over a 3 month period. Reach out to Tina if you need help running this report.
To give you continual knowledge we will be doing webinars throughout the year such as utilizing Medicare.gov, how to generate more Medicare business, and so on. Keep an eye on our blog for more info. And if you have any ideas for a topic, let Tina know!
We love to see our family of agents succeed and want to remind you that as always, we are here for you so do not hesitate to call us.
Best wishes for a prosperous New Year!
The Roger L. Daniel Insurance Agency Medicare Team,
Roger Daniel
Steve Foran
Tina Schock
Bobbi Roberts
Chris Mercier