Hi everyone I've made a solid career in the Medicare world (8 years experience) but realize that I am leaving a ton on the table in the form of life/annuity sales. I've always had enough with Med sup and MA to stay super busy but it is time to expand.
My question to people who made the jump is how did you transition from Medicare to these other areas. I am very aware of the marketing restrictions cms imposes (and have probably used that as an excuse to not jump earlier). I struggle with having a defined follow up procedure to move to these products or knowing where to start.
I do have a BGA that offers good contracts to the top carriers and I'm somewhat knowledgeable of the fixed products. I guess I'm stuck on the marketing side of transitioning with clients or my existing block of business. Thoughts?
My question to people who made the jump is how did you transition from Medicare to these other areas. I am very aware of the marketing restrictions cms imposes (and have probably used that as an excuse to not jump earlier). I struggle with having a defined follow up procedure to move to these products or knowing where to start.
I do have a BGA that offers good contracts to the top carriers and I'm somewhat knowledgeable of the fixed products. I guess I'm stuck on the marketing side of transitioning with clients or my existing block of business. Thoughts?