Category Archives: Finance Guide

When you open your mail, you find a letter from professional liability insurance. You are about to sign off on the letter when you realize that your insurance company has made some allegations about a claim you have recently filed that could potentially affect your coverage. This could indicate that you are not covered for the claim. […]

The first sale I made as an agent producer is the one I can still recall. This sale occurred right after my first anniversary. This was my first five-figure commission, which was a great result for a young agent working in the downstate NY market. Today, I want to tell you how this deal came together and […]

Name negativity is a problem in almost all industries with different worker levels. A job title can be either terrible or highly respected. Which of the following options would you choose to tell your friend living next to you? What would you choose to be? A garbage man, a trash collector, a sanitation specialist or an environmental protection […]

My dog Maisie is an angel. The most vicious she gets is when she decides it’s time to attack her bacon ball. Her greatest foe is the doorbell. But just in case a human hand happens to get entangled with the bacon ball mid-chomp or her howls at the door scare someone off the steps […]

Prospective clients are being sought after Phillip joined our captive company because of two reasons. He was quickly asked to leave. We offer products that are superior to those he could offer through his private agency. We have a lead system, for which we pay 7% of all our commissions. This eliminates the effort of finding prospects. He […]

It’s true. Sales requires qualified prospects. It can be difficult and expensive to find them. This is why so many companies offer insurance leads. A true lead in insurance is someone who is actively looking for insurance. These prospects are now available online like never before. Over 142 million people searched for keywords related to insurance in just one month, […]

Prospecting for long-term care agents has become very competitive. A giveaway is a great way to help your LTC senior clients. Everybody can improve their memory. With practice and time, most people can even regain some of their ability to remember more. This article is ideal for long-term care insurance agents to share with their senior clients. Free […]

Your finances are protected from damage by homeowners insurance. You are entering into an agreement when you buy a home insurance policy. You agree to pay your premium in exchange for the insurance company paying for certain covered perils. Knowing your home insurance policy will help you be more prepared for any unexpected damage, and make you feel more […]

We have studied the differences between financial advisors and insurance agents for over twelve years. Some are successful while others struggle to pay rent. Two agents can work together in the same area, with the same prospects. Yet one agent makes six-figures a year while the other barely pays the rent. Are one or the other more […]

It is crucial to maximize your time as an insurance salesperson. Experts believe that insurance sales success is only possible through organization. Others say that you won’t succeed if you don’t know how to prioritize the most important things at any given time. Neither side can be right. Have you ever been to a lawyer consultation and seen […]