Category Archives: Finance Guide

Selling skills and sales techniques are only useful for insurance sales if an agent is familiar with them. Here are some tips and tricks for selling insurance. Continue reading. The training provided to new agents is minimal. One exception is how to set up appointments and what the company expects them to say during a presentation. Their sales manager […]

You’ve been there before. Your presentation is one of your best, and the potential client is showing many buying signals that you know are on point. Then, the dreaded words come in: “I don’t think I can afford it.” It’s too costly! There have been many closes over the years that dealt with the “price objection”. But hearing the […]

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 […]

High-risk industries need secure payment processing to increase their transaction volume. A payment processor that offers secure solutions can provide them with a clear way out to move forward in their business. While you explore new markets, you can also look for stable payments with multiple ways-outs. With the help of experts, you can make […]

Renewable energy investment is a great idea if you’re involved in the stock market, or any other business that requires significant investments in different industries. Although some may not be aware of the benefits of investing in renewable power bonds, they can help you make huge returns over time. This is due to the growing demand for […]

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 […]

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 […]

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 […]

Out-of-network providers are those that have not contracted with your insurance to repay at a fixed rate. HMOs and other types of health insurance like EPOs don’t typically pay out-of-network doctors unless it’s an emergency. This means that you, the client, would be responsible for any charges incurred by your doctor if they are not […]

We as investors keep wondering when it is best to start investing in mutual funds. There are many investment options available, so choose the one that suits you best. It depends on many factors such as your age, income, risk appetite and time horizon. These parameters can change as you age. A young bachelor will not have […]