Category Archives: Finance Guide

Equity or debt, stocks or mutual funds, SIP or Lumpsum or Small Cap or Large Cap. These questions make investors wary about investing and give them plenty to think about. Long-term investments are what investors care about, regardless of whether they’re in stocks, mutual funds or another avenue. This is a “Black Swan” scenario, in which […]

We work in an industry that is unique – insurance agents are like toasters in this industry. Let me explain… Everybody owns or uses at least one small appliance in their home. You might have a toaster oven, a garage door opener, or a microwave oven. It’s an appliance we use daily. Yet, we don’t remember the manufacturer of […]

The subject line is the most important part of your emarketing message. Your campaign’s success or failure will depend on the subject line. The subject line of your email will be reviewed for a few seconds before the reader decides whether to open or delete it. If they don’t like it, they can opt out of future email […]

For some mutual funds, however, this is a new concept. For beginners in investment, it is important to understand what a mutual funds is and how they work from the mutual fund. Mutual funds provide a way for investors to pool their capital and invest in capital markets instruments by buying mutual fund participation units. The Investment […]

There are many options for gold investments. The question of whether it is possible to leverage a gold investment is also a valid one. Let me explain. The majority of types of gold investments are not leveraged. These include physical bullion and gold certificates There are 2 ways to leverage your investment. These are the 2 ways to […]

It is unlikely that third graders have aspirations to become an insurance adjuster. It wasn’t on my list. Reality sets in and, as it does so often, you realize that you haven’t reached your third-grade potential as an astronaut or zookeeper at age 28. It is time to consider other career options. Insurance claims adjusting is a rare […]

Most insurance brokers and agents need to continue their education. Each state has its own requirements regarding when an individual must continue education. The states also determine the amount of education that is required and what qualifications are. These requirements are designed to ensure that those working in the industry are up-to-date on industry trends, laws and changes. Although […]

Clarification of the primary goals of the merger You can increase your competitiveness by using both internal resources (improving management, technological and technical innovation, increasing production capacity, etc. External (processes for mergers and acquisitions). Identification of other ways to reach the goals It is important that you determine how feasible it is to achieve your goal […]

According to UCLA’s study, 93% of communication is nonverbal. According to UCLA, nonverbal communication can include body language, facial expressions, and space use. Gestures that are based on vocal expressions can often have more impact than words spoken. An insurance agent can build stronger relationships with clients and prospects by using non-verbal communication. It can take some time […]

Exclusion Makes Medicare Supplement Leads Worthwhile Your business growth as a senior’s insurance agent may be dependent on new Medicare supplement leads. It is vital to ensure that your Medicare leads are of high quality. Agents want to be able to close more sales with fresh leads. This is common sense. What is the most important thing […]