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Selling Your Medicare Book of Business: An Interview with Paul & Lucille Sliker [Video]

Categories
Experiential Content Marketing

November 11, 2024

When Paul and Lucille Sliker decided to leave the U.S. and make a life-changing move to Portugal, they knew it was also time to step back from their successful Medicare business. But as seasoned professionals, they wanted to ensure a smooth and trustworthy transition for their clients.

In this candid interview, Paul and Lucille share:

  • the journey that led them to sell their book of business,
  • their experiences in choosing the right partner, and
  • the steps they took to make the move seamless. 

For agents considering their own transition, their story offers valuable insights into balancing a new life adventure with a thoughtful business handoff.

Transcript:

John: So, we have Paul and Lucille Sliker here. Just give us a little background.

Paul:I was a financial services, mortgage, real estate guy my whole career, and I retired from that in 2014. Being the type of personality I am, I needed something else, and insurance always interested me because of the connection between the two and the …

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