What if your next annuity opportunity is already in your Medicare book?

Most agents are so focused on new sales that they overlook one of their most valuable assets: the clints they already know, trust, and talk to regularly.

That’s exactly what we’re diving into during our upcoming webinar:

Mining Your Existing Medicare Book for Leads

Join us for a fast-paced, strategy-driven session where we’ll show you how to look at your current Medicare clients through a new lens, and identify who may be a strong fit for annuity conversations right now.

What You’ll Learn

• How to evaluate your Medicare book to uncover hidden annuity opportunities

• Key client indicators that signal when an annuity conversation makes sense

• How to prioritize outreach without overwhelming yourself or your clients

• Simple, compliant ways to transition from Medicare conversations to broader financial protection discussions

• How to turn existing relationships into long-term, recurring growth

This session is designed for real-world agents – no fluff, no theory – just practical ideas you can apply immediate to the book you already have.

Tuesday, February 3rd

2:00 PM Eastern / 11:00 AM Pacific

If you’ve ever thought “I know my clients trust me, I just don’t know where to start with annuities” or “I want to grow revenue without chasing brand-new leads” then this webinar is for you!