New Year Time for Change

Lucas Zerbe

The New Year is almost here and with the New Year most agents want to set New Goals. Do you want to increase your income in 2023 as part of your goals? Life Insurance is a great way to do just that. Compass Health is partnered with the Alliance Group to provide us with the Best-in-Class Life Products. As you know all our companies offer Living Benefits as part of their plans. This gives us a unique marketing opportunity to market Life Insurance that you do not have to die to use. 

We want to help you achieve your goal to sell Life Insurance in 2023. First step to doing that is to let you know about some big changes and big opportunities happening.

  1. American National (ANICO) Will no longer be offering Term Life products as of December 1st, 2022. They plan to expand on their permanent insurance offering in 2023. We look forward to Michael Hardin – National Sales Manager coming to our Life Workshop in January to fill us in more about what is to come.
  2. Alliance Group is hosting a Virtual New Hire Training this month. It will be on December 13th and 14th. This is a huge opportunity for any agents looking to start selling more Life Insurance. You can sign up with the link below.https://www.alliancegroupnatc.com/
  1. January is National Living Benefits Month. The Alliance Group provides lots of Marketing Materials to capitalize on this opportunity. Sign up for their agent website to have access to hand outs, Social Media Materials and Videos.

Compass Health will be setting up a Life Workshop in the early part of the year to help the agents that are ready to start selling Life Insurance with Living Benefits in 2023. If you have any questions in the meantime, please do not hesitate to reach out to me in the Home Office.

Lucas Zerbe
Director of Training
Compass Health
(772) 546-2299 Ext.115
lzerbe@compasshealthinc.com

More Blog Posts

How to effectively cross-sell to your customers!

When I think of cross-selling, it makes me think about car shopping. Everyone goes and buys a car. Of course, there are many car options; the same applies to Health and Life Insurance. Think of Health Insurance like car selling. The client buys the car and needs gap...

The Big 3 of Life Insurance Marketing

The key to successful marketing is getting in front of consumers who want and or need your products. Determining who these people are is the difference between a successful marketing campaign or a failure. So, if you want to have the best chance to sell Life Insurance...

Meet our New Senior Vice President

Most recently VP Purchasing for TBC Corporation, a recognized leader in the replacement tire and automotive service industry.  Managed a team within the Purchasing Group, that sourced ~20M passenger and light truck tires of the...

Cremation is the wave of the future!

Let's be honest: NO ONE wants to discuss this—Cremation! I get it; it's nothing anyone wants to admit, but truth be told, we all will go sometime.  There are many challenges when talking about Cremation, but that shouldn't stop you as an agent from informing people...

Compass Health Headquarters gets a New Street Sign

In the distance, a giant, tall, white metal pole with a blue-lighted box sign can be seen. What sign is it? The Compass Health NEW sign, of course. What a better way of advertising to drivers passing by the office—now they can't miss us! It's been in the works for...

Bruce and Donna turn up at the Heat!

On March 2, Bruce and Donna attended the Florida Blue Suite with Florida Blue Miquel Cruz, Medicare, and David Wagner, South Florida Market President, for the Miami Heat Game. Utah vs. Miami. What a spectacular event. The score...

Just Ask in 2024

Ancillary Products are the key to protecting your clients from physical and financial disasters. These products pay excellent commissions to the writing agent. So why do agents sell so few of these products? Florida Blue Dental  Usable Accident, Critical Illness and...

MA-OEP is ending. Now what?

MA-OEP is coming to an end on 3/30. Let’s all work together to end it with a bang !! *On a side note the Hurricane SEP has been extended once again until 6/30/2024  One thing that you can start doing is setting up Medicare 101. By doing this, you will...

Introducing Our Brand New Compass App

We are excited to announce our NEW Launch of our redesigned Compass Agent App.  Here, you will find a multitude of things you can access:   You can sign in from the app for quick, easy access to upcoming webinars Book your appointments with your clients and new...

Call For a Free Quote