Category Archives: Finance Guide

Insurance Training Techniques – Sales Products Knowledge = Insurance Sales Effectiveness

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 […]

Generating Medicare Supplement Insurance Leads

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 […]

Insurance Sales Tips Analysis – Top Professional Ideas & Tips Fill Insurance Graveyard Trash

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 […]

Leveraging eCollateral For Insurance Agency Marketing and Insurance Agency Leads

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, […]

6 Daily Tasks of Successful Insurance Agents

Every business venture has a cost. Selling insurance is no exception. It is not easy to be successful in insurance selling. It is possible to feel pain when you stretch yourself. In order to achieve the success you desire, you may have to make sacrifices. Success is not easy for insurance agents. Their success depends on their efforts. They recognize that […]

What is Mutual Fund Redemption

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 […]

Is Gold a Good Investment

We will get strong reactions from both the pro- and anti-camps whenever we discuss gold investment. Each camp will have very strong reasons to support their position on gold investment. The question is not really gold. A good investment depends on your personal preferences. Gold investment is the best option for someone who likes to ignore […]