Search Results for: invest

We have all heard horror stories of insurance companies refusing payment to certain insurance claims due to certain ‘discovery’ about the insured. This question is frequently asked: Does an insurance company have the authority to cancel a car policy? If so, under what circumstances can a company cancel an auto policy? Before we can answer […]

The Banking Act of 1933, also known as the Glass-Steagall Act, created the FDIC. FDIC is an independent agency of the government that “preserves, promotes public trust in the U.S. Financial System by insuring depositors up to $250,000 per insured banks; by identifying and monitoring the risks to the deposit insurance fund; and by limiting economic […]

Are you familiar with the Wizard of Oz? The Tin Man, a childhood classic, laments the way things would have been if he had a heart. The Scarecrow desires a brain and The Cowardly Lion wishes courage. Remember what happened to Dorothy and her motley friends when they peeked behind the curtain of Emerald City to see the […]

Mutual funds are a versatile and easy-to-use money-making tool that many people use to create a solid investment portfolio. There are many mutual fund options that can meet investors’ needs, but generally a mutual fund will either invest in stocks or debt securities. Mutual fund schemes can also be open-ended and closed-ended. Open-ended mutual fund schemes […]

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 […]