Search Results for: invest

Being a successful Financial Representative or Insurance Agent is not just about making the most sales. Many top producers will tell their clients that the key to success is generating residuals from investments, and being able cross-sell products to loyal customers year after year. This is how many people make it to conferences and have long, […]

Money does not grow on trees, and it doesn’t grow in savings accounts. It is crucial to invest in the right places and at the right time to ensure steady growth of your money. There are many places to invest in the market. One option is exchange-traded funds. These are commonly known as ETFs. This is a quick overview of […]

Most car policies will include liability, collision and comprehensive coverage as standard; however, you may wish to add rental reimbursement as an add-on. This extra can help cover rental car expenses should your own vehicle be in need of repair. Resolving disputes over fault and liability can often take time; having rental car coverage makes […]

Life insurance provides many advantages, from financial protection against major health events and supplement retirement income, to tax advantages. Unfortunately, however, its tax rules can be complex and vary widely from case to case. Most individuals do not owe taxes on life insurance payouts. There may, however, be exceptions. Premiums Life insurance premiums carry many […]

Advertise yourself It is essential to have a strategy in place that will allow you to generate quality leads. You should reduce the amount of time you spend on cold leads. This could be detrimental to your business. Agents who are well-known in their area work hard to build credibility. First, you need to have a thorough understanding […]

#1: Insurance sales marketing must be emotional Financial Sales Marketing Path Although people have different approaches to things, we all share the same emotional nature. If there’s a conflict between the two, our reptilian brain is stronger than our rational brain. In such cases, it often wins. Market effectively by giving people an emotional reason to act. Emotional […]

The Who said, “Who are you..who who…who who?” How can people get to know you? How can you be known? How can you be “The Pro”? This is called branding. What do you do if you meet someone new? Have you ever Googled someone’s name? This is a trend that I believe will continue to grow as Social Media becomes more mainstream. […]

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 […]

Sometimes, long-term financial goals seem impossible to achieve, especially when we are just starting our journey towards financial independence. Many members of the “Financially Independent, Retirement Early” community find it useful to break down their goal of becoming financially independent into smaller and easier levels. This allows us to keep track of our progress which […]

Short term mutual fund investments are ideal for investors who require money quickly or aren’t sure when they will be required. Pooja, for example, started an SIP in a Mutual Fund Scheme last year. Since she was moving soon, her goal was to build enough money to pay an advance deposit on her next rental property. She was […]