This Bears Repeating. You MUST Read This!
It took a while, but my efforts have finally paid off.
I have always thought and correctly in my thinking, that a Medicare Agent or Agency has clients needing our other services. Mostly retirement services, since when a person gets Medicare at the age of 65, most of them are retiring from a career with a 401k. The 2 questions I know occur (happened to me as well) at age 65 are:
#1. “How to I get a Medicare plan?” And ...
#2. “How can I stop my IRA or 401k from losing money?”.
Who takes care of those low hanging fruit ready to be picked? You do!
The Medicare Agent DOES NOT DO RETIREMENT services.
By introducing a process that has been developed over the last couple of years, TWH now has a handful of Medicare agents/agencies that refer interested clients to Annuity Advisors. I have helped insert announcements, educational articles, and “spotlight” news items to the Medicare Agents’ newsletters and other regular communication systems they ALREADY use. The clients are calling the Medicare agents and expressing a need for help. With only a little time, very little effort, and low cost, these clients are getting help with annuities from advisers they already have trusted with their health care. Very important!
I will help you put together this same process! Let’s talk!
800‐200‐9194, ext. 206
~ John Roberts
VP, TWH Agency, Inc.