05/31/2026
One of the easiest ways to lose momentum in a client conversation is making ancillary products feel like an afterthought.
At our Medicare Showcase, Brianna Henward - Medicare & Health Ins. Advisor shared a lesson many agents learn through experience. When supplemental products get introduced too late in the conversation, it can interrupt the flow and overwhelm the client.
Instead, the better approach is weaving those conversations in naturally from the beginning so everything feels connected and easier to understand.
That kind of practical insight is what agents continue learning inside the CBU Advantage network.