949-300- 3022 neil@insurance-oc.com


If you have a book of business (whether you’re an accountant, financial adviser, insurance agent, realtor, etc), you can very easily make additional income while helping (and retaining) your clients at the same time. 10,000 people turn 65 every day – so you undoubtedly have clients that are becoming eligible for Medicare on an ongoing basis. Here are 3 things you can do with those clients:

Let your client find help on his own. That’s fine, but your client could find someone that’s going to offer them other products as well… perhaps the products you sell.
Become trained and certified to sell Medicare yourself. I can help train and certify you. There is no cost and no contract. And you will be paid 100% of the commission directly from the carrier. People rarely change their coverage, so the residual income can become quite significant.
Refer your clients to me. Your clients will thank you for the referral, I will pay you a referral fee for everyone I write, and I won’t offer them any additional products that you sell.

Obtaining the client is always the hardest part – but you’ve already done that. So why not maximize your income potential?  It’s a win-win for you and your clients. Please contact me anytime. If you’d like to book a phone appointment, click here.


Neil Steinman
Orange County Insurance
Cell: 949-300-3022




neil steinman

neil steinman

Neil Steinman is the principal of Orange County Health & Life Insurance in Orange County, CA – and has been serving the needs of California residents for nearly 20 years.