Upselling Medicare Clients

For those of you that offer other products besides medsupp/MAPD, at what point in the relationship with the client do you have the most success in upselling? I realize answers may differ depending on if you're offering final expense, retirement financial planning, etc. Do any of you have a repeatable process that yields somewhat consistent upselling results over time to folks whose only reason you met with them in the first place was to help them with their Medicare insurance?

I've been selling Medicare products for just over 3 years now, but my passion is retirement income planning. I'v

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