Category Archives: Finance Guide

Advertise yourself It is essential to have a strategy in place that will allow you to generate quality leads. You should reduce the amount of time you spend on cold leads. This could be detrimental to your business. Agents who are well-known in their area work hard to build credibility. First, you need to have a thorough understanding […]

The Who said, “Who are you..who who…who who?” How can people get to know you? How can you be known? How can you be “The Pro”? This is called branding. What do you do if you meet someone new? Have you ever Googled someone’s name? This is a trend that I believe will continue to grow as Social Media becomes more mainstream. […]

It takes a lot to set up a business here. It’s not about your ambition, willpower, and goal, but also how much capital you invest in it. It is difficult to start a business without money. Keep in mind, however, that your business will not produce sweet results as soon as it is established. Entrepreneurs must always have […]

Medicare Supplement Plans are essential insurance products that can help patients save hundreds of dollars every year on medical expenses. Many Americans are not aware of the many benefits of purchasing these supplement plans. Agents can help spread awareness of these products to the masses. There are two options for buying leads for Medicare Supplement Insurance. These leads […]

Sales products knowledge is the foundation of all insurance training techniques. Sales effectiveness is only possible when product knowledge is combined with personal skills and leads. Learn why the majority of insurance training methods for agents fail. Agent trainees who are licensed to start their careers have a meeting with their insurance manager. They discuss how to […]

Equity investments are always at risk of losing money because the market is constantly changing. Smart and sharp are those who are open to saving money and investing for the long-term. It is. February and high-time to save tax. The Equity Linked Savings Scheme, also known as the ELSS Scheme, is one of the best ways to save […]

What is eCollateral and why is it important for insurance agency marketing and leads? Let’s start with a definition. Marketing collateral is a collection of media that supports the sale of a product, or service. This collateral helps to increase sales and marketing effectiveness. This type of collateral often includes branding. eCollateral, also known as digital fulfillment or marketing collateral, […]

Naturally, you would think that top industry professionals would have a wealth information on insurance sales tips and other relevant topics. My analysis shows the opposite. They are viewed as professional leaders by many, but they should be considered misleaders. Learn how super-sales ideas can hinder your career. Recently, I spent six hours and $25.00 on a book […]

Short term mutual fund investments are ideal for investors who require money quickly or aren’t sure when they will be required. Pooja, for example, started an SIP in a Mutual Fund Scheme last year. Since she was moving soon, her goal was to build enough money to pay an advance deposit on her next rental property. She was […]

What’s mutual fund redemption? You will receive mutual fund units from the mutual fund AMC against your invested amount. The investor can redeem the units and receive his invested amount back. The amount that the investor receives will depend on how the fund performed and whether the units have appreciated or declined in value. How do I […]