This category includes content about elevating the effectiveness or efficiency of marketing activities or sales activities, marketing being the attempt to communicate with groups of prospective buyers while sales is the communication with a single buyer.
This is a presentation done by Greg Esposito, whom many of you know. He is one of their regional representatives and works with Stone Hill. He is a straightforward and stand-up guy. Link: GTL Presentation on Their Hospital Indemnity Plan
One of our high-producing Medicare agents called me today (9/16/2015). We had had an appointment that he had missed earlier, and when I had called him to find out if he still planned on coming, he sounded hesitant and even …
An Adventurous Day in the Life of a Medicare Agent Read more »
For your convenience, we have include a link to the page at CMS.gov where the marketing guidelines are offered. Generally, there is a collection of documents, and it is up to you to determine which ones pertain to you. https://www.cms.gov/Medicare/Health-Plans/ManagedCareMarketing/FinalPartCMarketingGuidelines.html …
Links to CMS’s Medicare Marketing Guidelines (MMG) Read more »
As business owners, you need to know about marketing and evaluating creatives. It will become more important as the amount of marketing increases, as you increase your marketing efforts. Every marketing piece, whether it be distributed to a large group …
Evaluating Creative Pieces like Advertising or Direct Mail Read more »
JUL 15, 2015 | BY MICHAEL FINKE One of my hobbies is collecting photographs from the retirement brochures handed to clients of financial services companies. My personal favorite genre is the silhouette of a white-haired husband and wife sitting in …
The surprising truth about where, when and why retirees relocate Read more »
Social interaction often leads to social exchanges where people not only talk but do things for each other; these are social exchanges. These principles apply to the people you work with: clients, employees, neighbors … everyone. The ‘exchanging’ of rewards …
A quick list of marketing-mix variables: Product Features Quality Packaging Branding Services Guarantees Assortment Distribution Types of channels Location Storage Transportation/Logistics Price List price Credit terms Discounts Selection/Allowances Flexibility Promotion Promotion blend Advertising Media Copy Timing Personal selling Training Motivation …
Conditions Facilitating Change Persons tend to change when they have participated in the decision to change. Persons tend to support change they help design; they tend to resist change they do not help design. Persons tend to change when they …
There are two main types of Marketing/Sales events under Medicare regulations – Formal and Informal. 1- Formal marketing/sales events are typically structured in an audience/presenter style with a salesperson or plan representative formally providing specific plan sponsor information via a …
Marketing/Sales Events Under Medicare – Formal and Informal Read more »