Category Archives: Finance Guide

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 […]

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 […]

If you’ve been in a car accident, the process of filing an auto insurance claim can be overwhelming. And to make it worse, waiting for the insurance company to settle your claim can add insult to injury. That’s why it’s important to know how long an auto insurance company has to settle a claim in […]

An SR-22 insurance form may be required if you have been convicted of a DUI or other serious offense. Here are the steps. A serious traffic offense can result in you being required to have car insurance. An SR-22 form may be required by your auto insurance company to keep your driver’s licence or to get it […]

You might not want to keep excess cash in your bank account if you have it. Liquid funds are much better than your savings accounts and will help you beat inflation. This article will explain what a liquid funds is and how you can invest in liquid funds. What’s a Liquid Fund? Liquid funds are an open-ended income […]

Are you looking for a life insurance policy that provides coverage for your entire lifetime? If so, then permanent life insurance might be the right choice for you. Unlike term life insurance policies which only provide coverage for a set period of time, permanent life insurance offers lifelong protection and even has a cash value […]