I just started doing this by calling my FE clients and letting them know "we've added med supps now and have saved some folks some money".
What are some other ways to maximize ap with your current book?
Annual reviews and slipping in asking for a referral?
Letting them know how a CI, cancer plan works?
What are some things you guys have done successfully?
What are some other ways to maximize ap with your current book?
Annual reviews and slipping in asking for a referral?
Letting them know how a CI, cancer plan works?
What are some things you guys have done successfully?
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