Category Archives: Finance Guide

Both Securus and NAA (National Association of Insurance Marketing Organizations) are large Insurance Marketing Organizations. IMOs serve as major marketing resources for both captive and independent agents. They act as a liaison between agents and various carriers. While some Insurance Marketing Organizations permit you to contract with carriers within and outside their portfolio, others limit your options. Their […]

Stock exchanging is a process that requires dedication, discipline, sufficient working capital, and a well-designed stock exchange plan. Most stock trading mistakes made by novices are due to a lack of readiness. Stock exchanging is a business that rewards those who are prepared. Stock brokers who are successful have an agreement and they stick with it. An arrangement […]

A lot of beneficiaries look for help from a medicare supplement broker to get their supplemental insurance. It can be difficult to understand Medicare for someone who is new to the program. For someone who is not familiar with Medicare, the sheer number of options can seem overwhelming. However, agents who are trained in these products […]

I was prepared for the moment when the rooster slapped me in the back with the financial crisis. I knew exactly what I was doing, and what I needed to do to continue making money. Because I had trading as a back up, it was easy. Anywhere, anytime. This is what generates over half my monthly income. So […]

Is telemarketing still a viable source of insurance agency marketing leads? Does there exist an elasticity between appointment efficacy, volume, target market and commission opportunities? It all depends on the approach, methodology, target market, and tools. Although telemarketing still has its benefits, agencies are still able to achieve impressive results. However, these campaigns should be called appointment-setting campaigns […]

Equity or debt, stocks or mutual funds, SIP or Lumpsum or Small Cap or Large Cap. These questions make investors wary about investing and give them plenty to think about. Long-term investments are what investors care about, regardless of whether they’re in stocks, mutual funds or another avenue. This is a “Black Swan” scenario, in which […]

Slowly, insurance agents are realizing the potential of social marketing and trying to figure out how to increase their referral base via social media channels like Facebook. It seems simple – everyone is on Facebook. But, without a Facebook strategy, one can fail disastrously. It is important that you understand that there are both a right and a […]

For some mutual funds, however, this is a new concept. For beginners in investment, it is important to understand what a mutual funds is and how they work from the mutual fund. Mutual funds provide a way for investors to pool their capital and invest in capital markets instruments by buying mutual fund participation units. The Investment […]

There are many options for gold investments. The question of whether it is possible to leverage a gold investment is also a valid one. Let me explain. The majority of types of gold investments are not leveraged. These include physical bullion and gold certificates There are 2 ways to leverage your investment. These are the 2 ways to […]

We work in an industry that is unique – insurance agents are like toasters in this industry. Let me explain… Everybody owns or uses at least one small appliance in their home. You might have a toaster oven, a garage door opener, or a microwave oven. It’s an appliance we use daily. Yet, we don’t remember the manufacturer of […]