About Us

What Makes Us Unique?

In 2024, there will be over 12,000 people turning 65 every single day.  Every one of these people have questions about their Medicare needs and options.  We provide our agents with exclusive, direct mail leads for Medicare Advantage, Medicare Supplements and Final Expense.  These leads are funneled directly into your own Customer Relationship Management system. This CRM system streamlines your prospecting with state of the art sales tools, content to provide to prospects, and work flow management tools to help you reach the highest levels of performance.

Leads for our agents

Our Blueprint For Success

Our Blue Print for Success will help you turn these leads into satisfied customers.  Developed by industry veteran Rick Barnes, our training manual, in person and remote training sessions, will train any agent on how to build a successful business in this senior market.  And, most importantly, how to build that business the right way – with knowledge, integrity, hard work and a commitment to others.  The Blue Print for success includes step by step instructions on how to conduct meetings, detailed sale scripts, FAQs and other tools.  This proprietary Blue Print manual is supplemented by in person training and mentoring from top agents in our family of agents.

Prospecting is a process and we know that by following our BluePrint For Success.

 

At Med Life Financial, we believe in providing our affiliated agents with the best training, product portfolio and company support. We offer a hybrid approach that allows agents to enjoy the training and support of a dedicated company while also providing them with the best products available. We feel that this hybrid business model is the best way to provide customized solutions that meet the specific needs of each client. We are a team-oriented company that is always looking for new ways to improve and succeed. Our number one goal is to always meet and exceed the expectations of our clients.

Hybrid Business Model

Best in Class Products

Med Life Financial has a comprehensive portfolio of top insurance carriers that gives all clients solutions to their unique health and retirement challenges. We partner with the best carriers in the industry to provide a broad range of solutions. Our customers rely on these companies for the products and services they need, want, and trust. We work with companies such as United Healthcare, Mutual of Omaha, Aetna, Allianz, Cigna, John Hancock and Transamerica, providing our customers with options that are tailored to their needs.

...Featuring an Amazing Leadership Team!

Our leadership team provides the vision, experience and hands on involvement to ensure the best experience for our family of agents and most importantly, our clients.