In order to sell most life insurance and annuity products, you need to complete Anti-Money Laundering (AML) training. AML training teaches you about the process of money laundering, the laws that.
Ahh, underwriting. The bane of many an independent insurance agent's existence. While many of us struggle to place tough cases as we bury our noses in underwriting guides, there are underwriters out.
Life Insurance Awareness Month rolls around every September, and during this 30-day sprint, consumers all across the nation are being reminded about the importance of life insurance. Whether it's.
Getting started with life insurance sales can be intimidating at first – there are several different kinds, and dozens of carriers to choose from. And even then, once you become familiar with the.
A life insurance review is a huge value-add to your existing clients, especially if they have an existing life insurance policy. Sounds good... but how do you do it? You've come to the right place!.
The main task of an insurance agent is to educate the client. We've been writing about education first, sales second for years now, but I fear that many agents aren't taking that to heart. When you.
What’s your process for dealing with the death of a client? Help us help each other by leaving a comment at the end of this article. If you work in senior insurance sales, dealing with the death of a.
How many times do you run across a smoking client that says something like this: “I smoke, but I’m gonna quit…”
If you’re looking for a product that pays excellent commission and takes little to no time to write and issue, this is going to be more exciting than the next season of Game of Thrones. Or The.
Why Insurance Agents Should Be Writing Personal Notes to Underwriters for Life Insurance Applications
As an agent, underwriting feels like this big mystery. You may not know who the underwriters are, and the decisions they make can either make or break a relationship with a client. One way to close.