Providing consultative services to the St. Louis Metropolitan area and throughout the nation.

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5 Tips to Protect Client Info

5 Tips to Protect Client Info

Most days you have back-to-back appointments and running all over town to different locations meeting with clients. At your last appointment of the day, you realize you forgot your computer at the café across town. You return to find your computer was stolen. How well is your clients’ personal information protected?

Why Anniversaries are Important

Why Anniversaries are Important

Anniversaries aren’t always about fancy dinners, chocolate, and pretty flowers. It can be about saving your clients’ money too! Do you have clients that are on a Medicare Supplement plan in Missouri? Did you know that they can switch to another carrier, like plan to...
March Madness

March Madness

AEP seemed like a blur. Call after call, meeting after meeting. Before you knew it, it was December 7th! You made every effort to meet with all your clients to make sure they were on the best plan for their needs starting January 1st. But what happens to that client...
Missing your Renewal Commissions?

Missing your Renewal Commissions?

Did you recertify? We know. We know. Annual certification is everyone’s FAVORITE time of the year!! Test, after test, after test of the same information with each carrier. You just feel like you want to throw in the towel! However, it’s important to keep your renewals...