Senior

Agent Services

• Consulting on laws and regulations
  • Review of marketing materials if carrier review is not needed
• Consulting and/or Problem-solving on Compensation/Commissions
• Consulting on Lesser-Known Products: MSA, D-SNP, C-SNP, I-SNP
• Consulting during Annual Certifications
• Consulting on Marketing/Sales Strategies (the ideas belong to you and we do not share)
• Paper supplies
• Contact information for carriers and other critical industry players
• Back-office support: software consulting, operations consulting
• Setting up your own general agency by recruiting downline agents
• Succession planning: What do you do when you are ready to retire?