Category Archives: Finance Guide

The insurance business is all about helping people understand the benefits of insurance and making them purchase. You must get excited and motivated before you can influence others to do the same. Insurance agents consider motivation to be as important as oxygen. Motivation gives you the energy, drive, and excitement that you need to succeed in your […]

Underestimating the importance of investment is a huge mistake in today’s economy. You can make good money investing even if you are only in it for a short time. You have many investment options that you can choose from, and they range in time spans of a few weeks up to several years. Some options can provide you […]

For years, I have been telling businessmen that you need to use a variety of marketing channels to generate steady annuity leads and insurance leads. You will not be able to fill the pipeline with clients prospects if you don’t have a varied marketing strategy. (Sorry, that didn’t offend. It is often said that the key to […]

Over 25 years of experience working with recruiters and health, annuity and life insurance brokers, I’m still amazed. Too many people act like rookie insurance producers. They miss every opportunity to learn modern techniques, save time, and invest money in their success. MOST FAILURE: Many others make less than an experienced and knowledgeable agent. This article aims to […]

No matter how smart or experienced you may be in business, I encourage you to seek out someone who can mentor you if you’re new to the insurance industry. The insurance industry is not like any other new industry. It has its own terminology and acronyms. Every insurance category, be it property & casualty or life &health, […]

There are many situations in which money is truly urgent. This happens when people only have one source of income, and the lack thereof would be a major problem in their immediate circumstances. This is why it’s so important to ask: How can we deal with wage detention in these situations? Law is always a good thing […]

This question has been asked of me many times by insurance agents over the years. I have also participated in many online forums on insurance where I’ve witnessed some biased opinions. Let me share my opinion on the subject of whether it’s better to contract directly to an insurance carrier than to an MGA (Managing General Agency) […]

All fellow Insurance Agents and potential agents! These insights might be useful for those who are already in Insurance Sales and are looking to make a successful career as an Insurance Agent. This information will help you choose the type of contract, independent or captive, that best suits your goals and needs at this stage in your […]

Insights From My Personal 28-Year Journey: In retrospect, I didn’t think I would one day be making the kind of money that I have today from the insurance industry. I want to see other agents succeed in the insurance business as we have been. These are some basics for those starting in the insurance industry or considering […]

Although cold calling can be a great way to get new leads for your business, it is far less effective than the preferred method of obtaining a steady stream of referrals. Let’s find out why. Cold calling requires you to put in a lot of effort in order to find one prospect. If you have a steady […]