We all know that there are three critical areas every financial advisor, insurance agent and financial planner must master if they wish to be successful in the great profession of insurance sales and financial planning. (1) Creating a steady stream of high quality sales leads… (2) Turning IDEAL Sales Leads into High-Quality Sales Appointments… (3) […]
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Car insurance premiums have increased steadily, particularly for new vehicles. This trend stems from higher repair and replacement costs as well as more claims. No matter the vehicle they drive, drivers need to ensure they have enough coverage in place in order to legally navigate on the roads. This includes state minimum liability coverage as […]
Over the years, I’ve observed one thing in common with many insurance agents: they fear technology. Although not all agents fear technology, the majority of people reading this article likely do. However, I have found that most agents are afraid of technology. Some agents that I work with refuse to use email. They are missing out on […]
The unemployment rates are high, as is the COBRA enrollment activity. It doesn’t appear that the unemployment crisis will end soon. What does this mean to brokers? This means that many employers who depend on you don’t care about growing, they worry about survival. These are some COBRA administration survival strategies to help you guide them through this economic […]
Knowing your market is key to selling effectively. Knowing or understanding more about your market will improve your chances of selling insurance. They will be able to trust you in delivering a product that meets their needs, not only because they will understand why they require insurance policies. GeoMarketing can be described as a marketing strategy that […]
The worst effects of the prescription drug coverage gap have been addressed, but it could still be costly. If you have a Medicare prescription drug plan, there’s a gap in coverage after you’ve spent a certain amount on covered drugs — the so-called Medicare “donut hole.” Although the potential cost of the donut hole has decreased significantly in […]
Selling more insurance policies doesn’t mean revealing new coverage areas. Selling more insurance policies is not about selling to prospects. If you offer a discount, prospects will believe there are more discounts available. You are in trouble if you start conversations about discounts or new coverage areas. The first few minutes of a conversation don’t serve to build […]
Given the economic damage caused by the coronavirus pandemic, it’s understandable that you might have concerns about the safety of your cash parked at the bank. The good news is that if your cash is deposited at a federally insured bank, it is protected by the Federal Deposit Insurance Corp. “An FDIC-insured account is the safest […]
You probably know that the National Association of Health Underwriters offers many benefits for health insurance agents who have joined. Like thousands of NAHU members, you have access to local chapter meetings and CE classes. You will receive the state and national magazine for agents. You can also access the online resources on the national member website. […]
Are you looking for a safe and secure way to save your hard-earned money? One option that many people consider is an Individual Retirement Account (IRA). But with so many financial products on the market, it can be tough to know which ones are FDIC insured. In this blog post, we’ll explore what accounts are […]