zooming with seniors

3 Reasons to Reconsider Your Post-Enrollment Communication Plan

Tagsmarketing, Marketing plan, post-enrollment communication plan, zooming with seniors

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Forging genuine connections with your clients is the backbone of customer service. And you might feel like you have good relationships with...

4 Tips for Making the Most of This Year’s OEP

TagsClient Retention, OEP, sales calls, zooming with seniors

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The close of OEP is quickly approaching. Have you been making the most of this year’s OEP? You may be asking how...

4 Tips for Zooming with Seniors

TagsClient Retention, covid-19, marketing, sales calls, zooming with seniors

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One of the biggest winners during the COVID-19 pandemic is the once little-known company called Zoom. Their video conferencing software, although around...

In California, Financial Grade Senior Consultants uses the California Department of Insurance approved name: Financial Grade Insurance and Financial Services. CA Insurance License #0F82097.

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