Category Archives: Finance Guide

Effective Insurance Agency Telemarketing Scripts And Appointment Setting

A telemarketing strategy for insurance agencies that is effective and efficient is a key component of a successful lead generation program. To ensure that insurance agency leads are always in high profile, there are many important components to consider. Agents should create buyer personas and targeted prospect lists. They also need to use telemarketing (appointment-setting) scripts. Let’s look […]

Different Types of Debt Funds

Proper mutual fund strategies are essential to your financial goals. There are many types of mutual fund schemes available for investors. Each scheme depends on the investors’ risk tolerance, financial goals, and capital availability. Two types of mutual funds are most popular among both new and seasoned investors: the equity mutual fund and the debt fund. Let’s learn […]

Role And Responsibilities of a Mutual Fund Agent

We generally seek financial advice from those friends/relatives/colleagues/knowns. It isn’t clear why we seek out advice from our close and dear ones. They might have been successful on the investment front. They might have made smart investments. We might feel that they have more experience, knowledge, wisdom and investment insight than we do. We may feel they are wiser […]

How to Avoid Losing Money – Internet Insurance Leads

Internet Business Opportunity of the Century. There are 1,500,000 life, annuity and health insurance agents that have been misled into believing this is an easy job to make $100,000 per year. They need life insurance leads to speak to people and sell to survive. There are many leads that a business can produce for insurance products with […]

Investment in Equity Market

Equity cash refers to the home’s equity that is greater than the mortgage balance. It is also the cash portion. For example, a large down payment may result in cash equity. It also includes common stock and the cash equity market, which involves large institutions that trade stock blocks with firm capital on behalf of customers. […]

Common Myths Surrounding SIP

In the past decade, Systematic Investor Funds (or SIP) have been synonymous with Indian investors. Despite the volatile nature of markets, there are many myths that prevent investors from investing in these funds. When investing in SIP, new investors may have many questions and doubts. It is a good idea to seek the advice of financial professionals in order […]