Category Archives: Finance Guide

The debate about selling life insurance policies has heated up over the past 50 years. Selling term vs. whole life insurance policies is killing agents or enriching clients. Consider the dilemma created and fuelled by low-rate cheap internet term life insurance versus wholelife insurance with high commissions. Over 600 life insurance companies compete unfairly. Agents compare apples […]

These are the main characteristics of each platform you should be aware of when investing in TAXATION Taxes on mutual fund returns and investments vary depending on the type and length of the fund. The fund manager’s transactions during the holding period are exempt from tax. If you hold equity funds for longer than 12 months, the […]

Imagine your top salesperson calling a selected account. He builds rapport with the client, asks pertinent questions, paints a convincing picture of your value-added offerings, and then says, “Thank you for your time.” As he leaves, he says, “Have a great day.” “Wait! You might think, “He forgot to close.” Yes, he did. A close is the key to any sale. Many […]

If you choose the right stock, investing in the market can prove to be very lucrative. It is important to be able decide whether you want to invest in long-term or shorter-term. If you are really looking for short-term investments, small-cap investment options may be available. If you’re a beginner investor, it may be risky to invest in […]

I was initially asked to write about the qualities a medical professional should seek in an agent for insurance. However, this whimsical thought quickly gave way to the seriousness and the need to answer the question. Insurance is the most significant long-term expense a physician will incur over the course of their career. It is crucial […]

When it comes to Internet lead generation, there are two options for insurance agents. An agent can either buy leads from an Internet company or build their own lead generation website and create their leads. Buy Leads It is important to purchase leads from companies that have experience in generating Internet-based insurance leads. Some new Internet lead […]

Your competitors’ marketing strategies, and maybe yours, are terrible. What you’re doing is turning people away. You’re here because you care about what I have to say. How can you increase the attraction factor? You don’t need to look at what big companies are doing or what your peers are doing. Small businesses can’t do what they’re doing, and […]

Car insurance rates may not be affordable for drivers who have been involved in multiple accidents or are convicted of moving violations. Reckless or high-risk driving could result in your Wyoming license being suspended, restricted, or revoked. Wyoming high-risk auto insurance may be available from different providers at a higher premium on average than insurance for drivers with a […]

This government-backed systematic investment plan helps investors invest in a long term investment plan that is within their reach. You can use it for many reasons, including building a retirement fund that will provide financial security. Before opening a PPF account, investors should be aware of a few things. What is a PPF account? Investors open […]

Many people still believe that police officers still follow the old methods and are unsure about getting insurance. It is much easier to obtain insurance these days. You have two options to get an insurance policy. You can either get it online through an insurance broker or hire an agent to help you. Many people are now choosing […]