Category Archives: Finance Guide

Meetings with clients have been the core of professional financial planners’ workday. This is undoubtedly the most crucial element in determining one’s reputation, success, and satisfaction with clients. It doesn’t really matter how professional you are on the phone or how effective your website or marketing strategies are, what matters is your ability to communicate face-to-face. This […]

Errors and omissions insurance, also known as professional liability or E&O insurance, is designed to protect you against a client’s claim of negligent acts, omissions or errors you make while performing professional services. These policies cover legal defense costs and any settlement paid to clients in the event of a covered case. While E&O insurance […]

These are eight ways to save money on business auto insurance without sacrificing coverage. Hire safe drivers: Your insurance premiums will go up considerably if you hire an employee with points against their license because they pose a greater risk of accident to your company. Hire only clean drivers or reserve driving duties for those with […]

Any company or individual who owns a truck for commercial purposes must have insurance that covers commercial trucking. This can impact a company’s financial situation. An average annual cost of a primary liability trucking policy in Chicago with interchange and cargo coverage is $8,000 A person can choose to find an insurance company that won’t […]

Montana DUIs are more prevalent than other states. Drivers under the influence of alcohol or drugs have one of the highest death rates in this country. According to state reports, more than half (58%) all vehicle-related deaths were caused by drunk drivers in 2019. In most cases, a DUI in Montana can be very costly. After a DUI in Montana, you […]

Futures contracts require a buyer to buy shares and a seller sell them on a future date, unless the position of the holder is closed before that date. These contracts are exchange-traded and standardized. These contracts are exchange-traded and standardized. They guarantee all transactions or none. Counterparty risk is virtually eliminated. Futures contract buyers are considered to have […]

Let me start by saying that the idea of insurance networking has always intrigued me. To be specific, Multi-Level Marketing (MLM). When I first started studying MLM programs, I was impressed by the opportunities and the compensation plans. I wasn’t impressed by the price mark-ups for the products. Even though the majority of purchasers were business owners, it was […]

These are the steps your agency needs to take to start an integrated insurance agency blog. Blogs for insurance agency marketing are not an option. Younger buyers will be more likely to use blogs and website content for much of their information. You should at least have one blog for your insurance agency website. But, […]

Spas and wellness centers are increasingly popular in Singapore. The wellness centres offer a wide range of services that help people feel good and healthy. There are many centres that offer services in Singapore related to wellness spa. However, you should take the time to research if you’re looking for a particular treatment. Many people have heard […]

The times are difficult. All of us should have taken action yesterday to improve our businesses’ position. We are now past this point so what can we do to make our businesses better? There are not many short-term solutions. In this article, I will list five low-hanging fruit tips. These are tips you can act upon immediately, costing you nothing […]