Category Archives: Finance Guide

You can add vehicle wraps to your van if it plays an important part in running your business. This is a great way to get your message out. Digital printing can give your business an advantage over other businesses. Vinyl wrap is a relatively new marketing tool that provides a lot of information about the trade unit. But, these […]

1. Know Your Client (KYC). Any capitalist must conduct KYC before they deal in Stocks, Mutual Funds or Portfolio Management Services. This can be done once, through SEBI registered treatment (Mutual Fund advisors and brokers etc). Except for small SIP investors (investing less than Rs.), fund transactions require the furnishing of a PAN. In a single FY, mutual […]

What is the working principle of mutual funds? The funds are managed by professionals who ultimately purchase and sell securities to get good returns. This is done based on the objectives of the different funds. Investing in any fund means that all investors share the gains and losses. This spreads risk, especially in the case of poor investments. If […]

Mutual funds offer a great way to increase your wealth, compared to other types of investments. You should remember that mutual funds can help you reach your financial goals. It can also be chosen based on your risk tolerance and time frame. This process is easy to manage, but it requires you to take certain steps. Let’s now […]

Keep your losses down! MAKE YOUR PREMISES SAFE FOR YOUR CLIENTS: The most common Commercial Liability claim is the basic “Slip & Fall”. These are more common in restaurants than any other business. However, this can also happen in your business if clients visit your business. MAKE YOUR WORKPLACE SAFE: The cost of worker’s compensation […]

Progressive Insurance holds the third-largest auto insurance market share in the U.S. with 13.3%. Progressive offers more than 30 products for personal and business insurance and has more than 18,000,000 customers in all 50 states and Washington, D.C. Progressive is well-known for its innovative online resources, programs and tools. With 16.19% of the market, State Farm Insurance has become the largest […]

Without the prospect’s commitment and taking action, no sale can be closed. It is easier to close a deal if an agent understands the thinking and behavior that the prospect displays. It is important that you understand the requirements of these 8 types of insurance prospects: (a) The procrastinator Although you have completed the presentation, prospects […]

Will you be safe if the ground stops shaking? This is a problem that not enough house owners consider, even in earthquake-prone areas. According to the California Earthquake Authority, the largest company in earthquake insurance, only 10% of California property owners are protected against earthquake damage. However, Californians don’t have to think about purchasing protection. Earthquakes can […]

Today’s insurance agency marketing is more complicated than ever. Just 20 years ago agencies used mainly direct mail marketing and canvassing. They may have tried seminars, tradeshows, and, for the most innovative, eMarketing. Today, direct mail marketing, canvassing, and fax marketing are all in decline. Close behind is telesales which is clearly at the end […]

A salesperson in insurance quickly discovers that most insurance sales are driven almost entirely by the prospect’s key emotion. When this emotion is found and illustrated with benefits for the client, it is what drives them to purchase from you. Only two of the six emotions that drive people to purchase insurance are greed and happiness. It is […]