Is telemarketing still a viable source of insurance agency marketing leads? Does there exist an elasticity between appointment efficacy, volume, target market and commission opportunities? It all depends on the approach, methodology, target market, and tools. Although telemarketing still has its benefits, agencies are still able to achieve impressive results. However, these campaigns should be called appointment-setting campaigns […]
Category Archives: Finance Guide
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I was prepared for the moment when the rooster slapped me in the back with the financial crisis. I knew exactly what I was doing, and what I needed to do to continue making money. Because I had trading as a back up, it was easy. Anywhere, anytime. This is what generates over half my monthly income. So […]
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Slowly, insurance agents are realizing the potential of social marketing and trying to figure out how to increase their referral base via social media channels like Facebook. It seems simple – everyone is on Facebook. But, without a Facebook strategy, one can fail disastrously. It is important that you understand that there are both a right and a […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]