SEP Success – Bundling Tips & Tricks

The Broker Link
09/04/2024 35 min
SEP Success – Bundling Tips & Tricks

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Episode Synopsis

As we continue our series on SEP Success, today we take a look at how to bundle some of your products. Health expert, Michelle McLaren explains the power of strategic bundling and how it can help you thrive in the off-season. Michelle tells us how to: Learn client-focused solutions Bundle packages Key practices for success in insurance sales  Explain a client's qualifications   Help clients dealing with Medicaid Unwinding   Talk about deductibles And a lot more! And if you would like to start this series from the beginning, check out this podcast, SEP Success: ACA 101  

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