Every time you help a client with their Medicare, you are handling their most sensitive asset: their health. But what about the assets they’ve spent a lifetime saving?
Right now, many of your clients are likely holding "lazy money" in low-interest savings accounts or CDs, unaware that they could be earning more while maintaining the safety they crave.
I, Becky, will hosting a specialized webinar, "Turn Medicare Traffic into MYGA Sales: A Winning Strategy," to show you how to help your clients secure their financial health as effectively as you secure their physical health.
Why this is a "Win-Win" for you and your clients:
For Your Clients: Guaranteed Peace of Mind. A Multi-Year Guaranteed Annuity (MYGA) offers a fixed interest rate—often higher than a CD—with 100% principal protection. You are helping them outpace inflation and avoid market volatility without risk.
For Your Business: Diversified Revenue. With recent shifts in Medicare commissions, adding MYGAs to your portfolio creates a steady, year-round income stream that isn't tied to AEP or OEP.
For the Relationship: Increased Retention. The more solutions you provide, the stickier the client becomes. By solving their "safe money" needs, you ensure they won't need to look for another advisor.
The Seamless Pivot: I’ll share the exact questions to ask during a Medicare review that naturally uncover MYGA opportunities—without feeling like a "salesperson."
Join me LIVE!