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Kiplinger
Kiplinger
Business
Todd Morrissey

How Advisers Can Rev Up Sales With Medicare

An older client listens as her financial adviser talks. .

Building a sustainable and lucrative business model often requires thinking beyond the basics. One such opportunity for financial professionals is capitalizing on Medicare to build a significant amount in a renewal stream.

I'm not kidding. By leveraging your existing client base and offering them Medicare strategies, you can help create a predictable, long-term income source through renewals. This isn't me preaching, but speaking from experience.

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