Category Archives: Finance Guide

What amount of money is sufficient? How much money should you save to pay for your child’s college education? What will my future expenses look like if I take into account the current inflation rate. These questions require serious thought as each year’s inflation rate is consuming our budget and making our lives difficult and uncertain. For a simple […]

Advertise yourself It is essential to have a strategy in place that will allow you to generate quality leads. You should reduce the amount of time you spend on cold leads. This could be detrimental to your business. Agents who are well-known in their area work hard to build credibility. First, you need to have a thorough understanding […]

The Who said, “Who are you..who who…who who?” How can people get to know you? How can you be known? How can you be “The Pro”? This is called branding. What do you do if you meet someone new? Have you ever Googled someone’s name? This is a trend that I believe will continue to grow as Social Media becomes more mainstream. […]

There are many factors that have contributed to the growing popularity of investing in stock online. Of all these factors, none are more important than the benefits it offers investors. Many cases have seen the end of traditional stock brokers. It is now all about turning on the computer and accessing the internet. Online stock investing has […]

Investing in mutual funds may be less rewarding if there is tax. It is important to know about tax-saving mutual funds such as ELSS (Equity Linked Savings Scheme). Tax savings up to Rs. 1.5 lakhs invested in an ELSS funds in a financial Year under Sec 80C. After three years, your invested amount will remain locked in. You can […]

Medicare Supplement Plans are essential insurance products that can help patients save hundreds of dollars every year on medical expenses. Many Americans are not aware of the many benefits of purchasing these supplement plans. Agents can help spread awareness of these products to the masses. There are two options for buying leads for Medicare Supplement Insurance. These leads […]

Sales products knowledge is the foundation of all insurance training techniques. Sales effectiveness is only possible when product knowledge is combined with personal skills and leads. Learn why the majority of insurance training methods for agents fail. Agent trainees who are licensed to start their careers have a meeting with their insurance manager. They discuss how to […]

It takes a lot to set up a business here. It’s not about your ambition, willpower, and goal, but also how much capital you invest in it. It is difficult to start a business without money. Keep in mind, however, that your business will not produce sweet results as soon as it is established. Entrepreneurs must always have […]

What is eCollateral and why is it important for insurance agency marketing and leads? Let’s start with a definition. Marketing collateral is a collection of media that supports the sale of a product, or service. This collateral helps to increase sales and marketing effectiveness. This type of collateral often includes branding. eCollateral, also known as digital fulfillment or marketing collateral, […]

Naturally, you would think that top industry professionals would have a wealth information on insurance sales tips and other relevant topics. My analysis shows the opposite. They are viewed as professional leaders by many, but they should be considered misleaders. Learn how super-sales ideas can hinder your career. Recently, I spent six hours and $25.00 on a book […]