Getting the Perfect Referral Partner 

Let’s Go Find A Medicare Agent to Partner Up With

It’s that time of year again—Medicare Annual Enrollment Period (AEP), where Medicare beneficiaries are able to switch from their current plan to another one. Even if you don’t sell Medicare, you can take advantage of the opportunities to help your clients—as well as prospective new clients—by using a referral partner already contracted to sell Medicare plans.

This is simply a relationship between two business people who work with the same client with two different services. I refer you, you refer me, simple as that. When a Medicare agent completes the sale with a new client, he has the ability to ask the “oh by the way” questions to see what other help they are interested in. The Medicare agent may not feel comfortable opening up an annuity sales conversation, but he/she can easily ask some questions that will lead to a possible appointment for you and that should be the only goal.

Here are some examples of what the Medicare agent could ask:

  • Have you retired yet or will you soon? 
  • What’s your greatest concern about your retirement funds? 
  • Are you afraid of outliving your money?
  • Do you have a 401k that you want or need to rollover? 
  • How much of your retirement assets will you lose the next time the market crashes?

Follow these questions with, “I work with a person that’s an analyst / specialist that can address these concerns, with no cost or obligation. Here’s their business card. They have helped 100’s of people just like you to get the most of their retirement dollars. Or should I have them call you?”  It works!  

800‐200‐9194, ext. 206

~ John Roberts

Marketing Director

VP, TWH Agency, Inc.

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