Category Archives: Finance Guide

The Drop-By System is the best technique for setting up annuity appointments. The Drop-By System is the most effective method for setting an appointment. However, if your car is totaled, your legs are broken and you have to call someone, I always tell my agents that it is not the usual warm fuzzy greeting to start […]

Are you familiar with embedded insurance? It’s a type of coverage that is becoming increasingly popular in the insurance industry. You may have heard of it, but what does it actually mean? Simply put, embedded insurance means that insurance coverage is integrated into another product or service. This can range from travel insurance when booking […]

Over the years, I’ve represented hundreds to hundreds of accident victims. This has allowed me to see how the insurance industry handles victims once they start the claim process. Although most insurance adjustors are trained adversaries, I found this surprising, at least in the initial stages of the claims process. Most people understand that insurance companies […]

Life is full of unexpected twists and turns, which is why it’s important to have a backup plan in place. One such plan that many people turn to is life insurance. But with so many different types of policies out there, it can be hard to know where to start. That’s where we come in! […]

We will be describing the three steps required to invest in Indian stock markets. How to choose the right and most reliable broker Open a Demat Account Free of Charge with Minimum Brokerage Start buying and selling the right shares Step 1 – Choosing a reliable and right broker: This may not be the right […]

I was inspired by Walter Isaacson’s book on Steve Jobs to think about what Steve Jobs would do if he were in charge of an insurance agency. First, I realized that Steve Jobs would not be able to do it. He would have to deal directly with products from insurance companies. We’ll ignore this issue and his […]

If you’re a car owner, you know how essential it is to have auto insurance. It can protect you from financial loss in case of an accident or theft and ensure that your vehicle is repaired or replaced. However, finding the right insurance policy that fits your budget can be challenging.  With so many options […]

You must make your clients happy for many years to come. If you tell your clients that you will provide them with a proposal within five days, then do it within three days. If you told them you could save 10% on their premiums then find a way to make it even more affordable, like 15% […]

Builders Insurance protects self-employed builders, small construction firms and tradespeople from any potential liabilities that they or their employees might face during the course of daily building work. The typical package will include public liability insurance to cover against all claims made by clients or the public against the builder. Additional optional coverages include Employers […]

What are the requirements to become a share-market trader? You will need to understand the basics of stock trading to get started. Only then will you be able to continue being stimulated to trade in the market. Your Goal Trading in the sharemarket requires someone who is willing to take risks and not be afraid of […]