Author archive for Jose Lerma

In his book “Fanatical Prospecting,” Jeb Blount puts forth a compelling argument for the importance of proactive outreach in...

In the era of digitization and global connectivity, the traditional office has been reimagined and relocated into quiet homes,...

“The cross-sell is dead.” “Cross-selling is hard and should be avoided at all costs.” “Why do I need to...

In the fast-paced world of insurance, it can often feel like there’s not a moment to spare. Between meeting...

The CMS Final Rules for the upcoming plan year are now here. As a brokerage, it is essential for us...

Medicare is an essential program that millions of Americans rely on for their healthcare needs. However, navigating the system...

A life settlement is a lesser-known option for policyholders looking to sell their life insurance policy and be a...

The start of a new year is always a great opportunity to get a fresh new start on our...

On Aug. 16, 2022, President Joe Biden signed the Inflation Reduction Act. It will bring some major impacts on...

New CMS Guidelines: Recording of Calls CMS has presented new guidelines with requirements that impact independent agents and brokers. The...