Interview with Bill & Amy: Selling Their Medicare Book of Business [Video]

In this insightful interview, Bill and Amy Betts share how they transitioned from life on a sailboat to building a successful Medicare business in Southwest Florida.

After over a decade in the industry, they decided it was time to retire—but not without ensuring their clients would continue to be well taken care of.

Bill and Amy talk candidly about the emotions involved in leaving their clients, how they chose the right partner to take over, and why they resisted staying part-time.

If you’re an agent considering retirement, this story shows how you can feel confident passing your business on to a team that values your clients as much as you do.

Transcript:

Bill:We are Bill and Amy, and we’re sailors. Our life’s ambition was to go sailing. In about 2007, we sold everything we owned—we sold the house, we sold everything in the house. In fact, we had a closet in …