Welcome To Our Blog Page For Financial and Insurance Professionals!
Our blog page covers topics related to the financial services and insurance industries.
So whether you are looking to earn your securities license, insurance license, or designations such as Certified Financial Planner (CFP), or already are a stockbroker, financial advisor, or insurance agent looking for training or services to improve your practice, we have great information via our blog for you!
Here you'll find information of national interest, such as current trends, industry updates, new products reviews, and access to financial services and insurance seminars, webcasts, audio conferences, and podcasts - all designed for you, the busy professional!
To find specific blog articles, either view the blogs posted below or search by categories such as Estate Planning, Retirement Plans, Licensing, Designations, Sales & Marketing Ideas, and more using the search box below.
Enjoy our Financial and Insurance Professionals blog page!
If you think a successful long term care sale ends with the policy delivery, think again. Once the sale has been made, you need to keep tabs on your clients so that you know when they are considering filing a claim; they will undoubtedly need your expert advice and guidance. With your help, your clients will not only get through the process faster, but will also avoid making bad decisions that could eventually come back to haunt them. Without your help, they can make honest mistakes that will
Many firms are now facing increased pressure to initiate Series 65 and Series 66 licensing programs resulting from the recent upholding of the Investment Advisers Act of 1940. In May 2007, the SEC announced it would not appeal the ruling. As a result, the industry is seeing increased interest from individuals and financial institutions needing to ensure that they - and their employees - pass the exams the first time, so they can continue to serve clients.
With LTC insurance, the key is to let your clients feel good about their decisions and about you.
You've spent an hour or two in your prospect's home talking to a retired couple about long-term care (LTC) insurance. It seems to be going well, and you ask them if they'd like to buy the policy. "I want to think about it. Could you call me in a few weeks?" comes the answer.
As an experienced agent, you know you're going to have a tough time making this sale. The prospect is really
An article in a widely read consumer magazine has become a thorn in the side of many insurance and financial advisors - especially those who sell or specialize in long-term care insurance.
The article, "Do You Need Long-Term Care Insurance?," published in the November 2003 issue of Consumer Reports (CR), paints a picture of LTCI as mostly "a lousy deal" for Americans. Predictable, the article has raised the eye of many in the insurance industry, and responses to it have been prolific and
It's a great time for your agents to sell long term care insurance. The public is more aware than ever of the need for LTCI, and products have evolved to meet the needs of today's seniors. But it's also true that the LTCI marketplace is becoming more competitive, thus necessitating the need for your agents to learn effective sales techniques that ensure they'll be productive and won't get discouraged.
Let's look at some of the key trends in the industry and examine what they mean for
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