Simple ways to add life insurance & annuities to your client conversations

Jason Collins (Life Markets Manager) and Cody Wilbert (Annuity Solutions Manager) are helping Medicare and health insurance agents expand their business through cross-selling strategies that align naturally with the conversations they’re already having. Rather than
shifting away from their core focus, this simple approach helps deepen client relationships by expanding the scope of needs they can address in a simple, compliant, and consultative way.

Through practical, real-world training, agents build confidence in adding life insurance and annuities into everyday discussions. Their approach emphasizes relationship-based selling and compliancefriendly education, helping agents introduce protection products during
Medicare and health insurance conversations. Conversations around premium, budgets, retirement income gaps, and rising healthcare costs can naturally open the door to broader protection planning.