Category Archives: Finance Guide

A large number of insurance agents have not yet learned one of the most important strategies for selling insurance. They are under pressure because they don’t have enough presentations. They feel under pressure to sell. This can lead to overwhelming the prospect with too much information. This will make it more likely that the prospect will raise objections. Here […]

One of the most common challenges I hear from agency managers is their inability to retain and hire staff. My approach is universal and can be used by anyone, regardless of where they are located or what job they are hiring for. In the following 3 steps, I will explain some of my theories. People are everywhere […]

It is difficult to find quality internet leads for insurance. How reliable are the internet leads that you pay hard cash for? These rehashed, recycled internet leads can be bought with these tips and hints. A smart internet-based insurance company will maximize its profit potential, without worrying about your wallet. Many of these lead companies can also be […]

Effective prospecting is key to finding new agents and clients. Prospecting can be done in many ways. There are both active and passive methods. Some of the active prospecting methods include Personal Observation and Public Speaking, Agent Referrals and Networking, as well as Agent and Client Referrals and Networking. Passive methods include direct mail campaigns, newspaper advertising, and […]

Both insurance agents as well as insurance marketers have been taught a lot about prospecting techniques by their employers. Agents who are career life agents have to ensure that they have enough quality leads in order to sell enough. It is a smart idea to create a cost-sharing program between your brokers and you to help your […]

A good income for insurance agents comes from having excellent sales skills and interpersonal abilities. A professional who earns a good income also has adaptive selling skills. It is possible to ask yourself why you didn’t get a sale. You could also consider how important it is to be adaptive in order to produce sales consistently. Your goal as […]

A life insurance sales manager who can sell does not necessarily mean that he should be promoted to the position of an office career insurance sales manager. A rare evolution occurs when you are promoted to office career manager position as an insurance sales manager. His brain loses all compassion, understanding, concern, and is unable to […]

The other day I was talking with a friend about my work and she interrupted me to tell me all her wonderful experiences as an insurance agent. It made me reflect on why my previous agent left. This article won’t cause any problems for my former agent. He didn’t notice me as a policyholder and he certainly […]

Many long-term care brokers or agents selling LTCI are making critical mistakes that could lead policy holders to abandon their policies. A knowledgeable LTC broker or agent will replace coverage that is not in the client’s best interests. Education is a better term than ignorance about costs, benefits, tax effects, policy choices, and illegal activities. These topics are […]

Both insurance and health professionals see the importance of long-term care insurance (LTC) for everyone. As the population ages and people live longer, there is a greater likelihood that someone will require assistance living in a nursing home, special care facility or assisted living facility. A person who is 32 years old is 600% more likely than […]