Category Archives: Finance Guide

How to Set up a Self Funded Health Insurance?

Over half the United States’ non-elderly population — some 150 million people — receive health benefits coverage through an employer-based healthcare plan. Despite being covered by either partially or fully self-funded healthcare plans (61%) of those 150 million people, many people are still unfamiliar with the term. It’s clear that a large number of people are already enrolled […]

Trading Currency on The Internet With Electronic Medium of Exchange

E-currency trading is just as efficient as trading in the stock market, but it has its own characteristics, benefits, and purpose. To be successful in currency trading, you need to know many things. These include not neglecting day trading, no random guesses and trading smart. If you decide to enter intraday trading, it is generally a losing […]

Referrals – Four Proven Ways to Get Them

Referrals are the lifeblood of any insurance agent. These are the four best ways to get referrals. These are great refreshers. You might be surprised by the fourth. Request a referral: Mr. Prospect, I would appreciate it if you liked what we have put together. Could you recommend anyone I should call? You then take out your pen, and wait. Although this technique […]

Insurance Customer Satisfaction – What Type & What Amount of Insurance Should You Sell?

Customer satisfaction with insurance is more of an assumption than a test. How can you achieve customer satisfaction with a complete life and health insurance portfolio if you don’t know what insurance you should sell? Even for the most gifted, it can be difficult to know what type of insurance and how much. You only need six […]

Are You a Brand? From Marketing to Branding, From Visibility to Credibility

There are approximately 432 million websites that contain the term agent if you type “agent” into a search engine. You can find 9 million websites that are about insurance agent if you search for “agent”. If you’re from California, there are more than 2.9 millions websites available if you zoom in on ‘insurance agency California’. Your customers […]

5 Reasons Why You Should Start Mutual Fund Investment?

Mutual fund investments are the smartest, most simple and efficient way to create wealth. You should invest early and regularly, with the discipline of a soldier. A small SIP investment of Rs 500 could make a huge difference in your long-term corpus. Mutual funds have more benefits than cons. Successful Investment requires dedication and time to learn the market […]

Know How Fixed Maturity Plans Help You Buy Your Dream House

It is becoming increasingly difficult to purchase a house due to the rising real estate market. Fixed maturity plans allow you to buy the safe haven you desire. Continue reading to learn more. Fixed maturity plans cannot be subscribed continuously because they are closed-ended debt funds. Investments are made in various debt instruments such as certificate of deposits, […]