Category Archives: Finance Guide

Insurance Companies Listings and Ratings Guide For Insurance Agents & Brokers

This is the latest, most updated version of the top insurance companies listings. These listings are presented in a Top 100 Ratings Guide format. Listings are arranged alphabetically to help brokers and insurance agents locate the right insurer. Compare your opinions. What can you rate an insurance company? I’ll briefly discuss the different ways and show you the methodology I […]

Making a Good Customer Value Proposition Better

Introduction Robert Norton and David Kaplan are the creators of the Balanced Scorecard. They view the customer value proposition (“CVP”) to be the “heart” of strategy. They stated very clearly that strategy is built on a unique customer value proposition. The source of sustainable value is satisfaction with [your] customers. Customer value propositions are a way to […]

Using Technical to Make Trading Decisions in SGX Market

Traders might consider a range of technical and fundamental indicators to follow. A selection of indicators will help you narrow down stocks. It limits risk levels and growth applicants from multiple companies within an industry. Singapore Market Synopsis Singapore Exchange (SGX), Asia’s second largest recorded trade, is one of the most important trades in the world. SGX, Asia’s […]

7 Lifesaving Secrets That Ex-Pats Must Know Before Purchasing Private Global Medical Insurance

Buying a private, global, quality policy to cover your family and yourself can seem daunting and confusing for expatriates. Others may see it as a hassle, or as an extra expense. Whatever your perspective, I will tell you why you need coverage (catastrophic or not) and the 7 lifesaving secrets you should know before you buy […]

Negotiating Fronting Fees On Behalf of Owners Of Captive Insurance Companies

You are sure to have the best insurance education of your life, whether you’re negotiating a fronting charge with an insurance company the first time you do it, or if you want to renew a “renewal”, captive company fronting fees. Because there are fewer insurance companies that will “front,” the cost of “fronting’ goes up. Insurance […]

Disability Income Insurance – Three Underwriting Secrets

After securing an appointment, you presented your case for disability income insurance and overcame price objections. Finally, you submitted the application. The only thing left is to wait for the commission. Hopefully. Many agents find that submitting an application is just the beginning of a series grueling underwriting steps. These end up with lengthy and confusing conversations with […]

Overcoming Call Reluctance

Every marketer has experienced it at some point. It is reluctance or inability to pick up the telephone and make calls. It makes no sense, logic-wise. We believe in the product or service we offer. We either have a script given to us, or we’ve written it ourselves. We have a list that is at least partially targeted. We know […]