What’s in Your Portfolio?

If you’re like us, when you read the title of this article, you may have thought back to the advertisement that asks the question, What’s in Your Wallet? But we’re talking about something that supports what’s in your wallet: Your Product Portfolio, which may determine what’s in your wallet after the selling season is over!

Having the right products in your portfolio to offer clients will help keep them as clients. If you’re just starting out, or need validation your portfolio is on the right track, here is an excellent ratio to consider:

  • Medicare Advantage and Medicare Supplements: minimum of two carriers each
  • Prescription Drug Plan (Stand-Alone): minimum of two carriers
  • Hospital Indemnity: minimum of one carrier
  • Dental, Vision, Hearing: minimum of one carrier

How do you know which carriers to pick? That’s where the Broker Sales Specialist Team comes into play. Our specialists are experts in your local areas and can offer insight on who are the best carriers to become appointed with, and what products and plans are the hot sellers in your market.

We’re talking about this now because this is the best time to start looking at your portfolio and start thinking about this upcoming AEP season. Do you have appointments with the right carriers, do you know what plans did well last year? Knowing this information will help you take the steps, in enough time, to have a more efficient selling season. Prepare now so you don’t have any regrets later!

The Brokerage Team at UIG can guide you and work with you on building that portfolio, to help you increase what’s in your wallet. Reach out to us today to get started! Call (800) 878-1058, ext. 1380 or email at [email protected]