Welcome to the PIP Blog!

Pre-AEP Cross-Selling Strategies for Agents
Every insurance agent knows that the Medicare Annual Enrollment Period (AEP) can feel like a sprint and a marathon rolled into one. But what if you could ease the chaos before it starts? At Premier Insurance Partners, we believe the smartest moves happen before the...

Helping Clients Avoid Tax Surprises with Annuity Rollovers
Annuity rollovers offer flexibility but can lead to tax problems if not managed properly. Whether it’s a 1035 exchange or a rollover from a retirement account, it’s important to understand how these transactions are taxed. Here’s how to help your clients avoid tax...

Explaining Tax-Deferred Annuity Options to Clients
When clients are looking for ways to grow their retirement savings without paying taxes right away, tax-deferred annuities can be a great option. As an agent, understanding the different types of tax-deferred annuities—and how they fit into various retirement...

Summer Final Expense Lead Strategies That Fit Seniors’ Lifestyles
Summer can be a challenging time to connect with senior clients. Between vacations, family time, and school breaks, your usual outreach might fall flat. If you're trying to generate final expense summer leads, you need to adjust your approach. At Premier Insurance...

How Independent Insurance Agents Are Shaping the Future of Insurance Support in Colorado
Colorado’s insurance landscape has evolved significantly. More people now seek personalized coverage to meet their unique insurance needs. In this environment, independent insurance agents play an essential role. They offer tailored solutions by working with a variety...

How Agents Can Generate Final Expense Insurance Leads
Final expense life insurance is an essential product that helps families cover end-of-life costs, including funeral costs and other expenses. It’s a growing market, and finding high-quality leads can be a challenge. Agents looking to generate final expense leads need...

Medicare Supplement Lead Programs in Colorado
When it comes to selling Medicare Supplement insurance, having high-quality leads can make all the difference. But finding the right insurance leads isn’t always easy. That’s where Premier Insurance Partners (PIP) comes in. With years of experience in the Medicare...

Top Tips for Agents: Selling MYGAs Successfully
When selling Multi-Year Guaranteed Annuities (MYGAs), understanding their tax advantages is key. Clients looking for stable, long-term growth often prioritize tax efficiency, making MYGAs a powerful financial tool. By leveraging their guaranteed rate and tax-deferred...

Effective Life Insurance Sales Training for Agents
Selling life insurance isn’t just about policies and premiums—it’s about understanding client needs and building trust. To succeed in this industry, insurance agents need more than just product knowledge. They need strong sales skills, confidence, and the ability to...

How Tax-Deferred Annuity Benefits Can Enhance Your Client’s Financial Strategy
When helping clients plan for their future, insurance agents play a crucial role in providing solutions to help increase growth and lower tax burden. One powerful tool is income-tax-deferred annuity benefits. It allows clients to grow their contract value without...