05th June 2008
Each day, more and more Insurance Agents are leaving the captive corporate world to venture into the realm of independent insurance agent. Rather than being locked into selling one major insurance carrier’s branded product line, they opt to offer a larg...
12th March 2008
You have done your research on the various life insurance products available, and you are now ready to sit with an Insurance Agent or Financial Representative to assess your needs, but where do you start? There are so many agents, offices and firms, how d...
12th March 2008
It is important to make good choices when it comes to saving for your retirement. Having a Financial Planner or Accountant review your current portfolio and your goals for the future is the first thing you should do; as they can help you determine investm...
10th March 2008
It is how we communicate with our friends and family members. It is also how we spread jokes and chain letters to our co-workers, but are we effectively using email as a way to increase our contacts with potential clients?
Many insurance agencies and f...
07th March 2008
There are many forms of online advertising and marketing these days. Some seem rather simple and straight forward, others, not so much. Though no single method of advertising or marketing can give you 100% guaranteed results, all of the different avenues ...
03rd March 2008
There is more to being a successful Insurance Agent or Financial Representative than making the lion’s share of sales. As many top producers will tell you, residuals from investments and being able to cross-sell additional products to loyal clients year...
03rd March 2008
It is no secret to those Insurance agencies who are already successfully selling to Hispanics that it is quickly becoming beneficial and lucrative to target this market. There is new data available that backs the spending power and growth of this group. S...
26th February 2008
The most commonly accepted definition of cross-selling is to sell additional products to the same client; with the hopes that the Agent/Client relationship will have a solid enough product foundation that the Client doesn’t leave for a competitor.
How...
21st February 2008
Sometimes the most frustrating part of being an Insurance Agent or Financial Representative isn’t prospecting and selling. In fact, that part is fun. It is waiting upwards of 2 to 3 months for a policy to come out of underwriting. And even then there ar...
21st February 2008
So, you have made it through the prospecting game. You made your cold calls, sent out your mass mortgage mailers, invited people to your coffee-sponsored seminars, you qualified responders as being serious prospects and have set the appointment.
Now ...
21st February 2008
When we all start out in the Insurance Industry, we are excited, eyes open wide, eager to pick the brains of every person we come in contact with. We are armed with just enough information about every type of protective policy and investment to be dangero...
