Category Archives: Finance Guide

You may be looking for insurance coverage for your first time, or if you’re unsure if your current policy is sufficient. An agent is the best source for your insurance questions and concerns. Before you talk to an agent, it is important to understand how to choose the right one for you. Before you decide to hire an […]

All agree that it is harder than ever to get new business or Insurance Agency marketing. Consumers are bombarded daily with marketing messages. Consumers arrive home to find their mailbox full and the majority of it is thrown away. Your customers spend more time on Facebook then they do watching T.V. Newspapers are closing at an unprecedented rate. How […]

Knowledge and wisdom are two different things. We don’t need to waste our time trying to distinguish them. You can refer a dictionary. You may be able to have the most financial knowledge, but make terrible decisions about investment planning. Despite being almost nonexistent in financial literacy, some people make enormous profits from their investments. Habits or behavior […]

Coronavirus is a topic that is being discussed all over the world today. The country is now out of lockdown after more than 100 days. All types of economic and business activities have stopped. The entire world is experiencing the worst economic downturn in its history. Investors are also more concerned about the Indian economy. Investors who have invested continuously […]

What amount of money is sufficient? How much money should you save to pay for your child’s college education? What will my future expenses look like if I take into account the current inflation rate. These questions require serious thought as each year’s inflation rate is consuming our budget and making our lives difficult and uncertain. For a simple […]

Advertise yourself It is essential to have a strategy in place that will allow you to generate quality leads. You should reduce the amount of time you spend on cold leads. This could be detrimental to your business. Agents who are well-known in their area work hard to build credibility. First, you need to have a thorough understanding […]

The Who said, “Who are you..who who…who who?” How can people get to know you? How can you be known? How can you be “The Pro”? This is called branding. What do you do if you meet someone new? Have you ever Googled someone’s name? This is a trend that I believe will continue to grow as Social Media becomes more mainstream. […]

There are many factors that have contributed to the growing popularity of investing in stock online. Of all these factors, none are more important than the benefits it offers investors. Many cases have seen the end of traditional stock brokers. It is now all about turning on the computer and accessing the internet. Online stock investing has […]

Investing in mutual funds may be less rewarding if there is tax. It is important to know about tax-saving mutual funds such as ELSS (Equity Linked Savings Scheme). Tax savings up to Rs. 1.5 lakhs invested in an ELSS funds in a financial Year under Sec 80C. After three years, your invested amount will remain locked in. You can […]

Medicare Supplement Plans are essential insurance products that can help patients save hundreds of dollars every year on medical expenses. Many Americans are not aware of the many benefits of purchasing these supplement plans. Agents can help spread awareness of these products to the masses. There are two options for buying leads for Medicare Supplement Insurance. These leads […]