Discusses ways in choosing an insurance agent. Difference between an agent and a broker; Remarks from Robert M. Doran, a financial planner in Wantage, New Jersey, and Jim Armitage of Pasadena, California-based Arroyo Insurance Se...
Insurance brokers, also known as insurance sales agents, must get licensed in the states where they work. A specific license is required to sell life and health insurance, separate from property and casualty insurance. Each state determines its own requirements, but most expect applicants to comple...
There are many ways to find a potential life insurance agent. To start, you might ask family and friends for recommendations. Your financial planner, estate planning attorney or another trusted professional in your life may have local agents they can refer you to as well. Once you have a sho...
It also features a tool you can use to check on your refund and get other information to help you file your return. The Interactive Tax Assistant makes it easy to search for resources on the website. Read: When You Should (and Shouldn’t) Worry if Your Tax Refund Is Delayed. 5. ...
A life insurance license enables you to become a life insurance agent. Life insurance agents sell life insurancepolicies and annuities and work with clients and beneficiaries to process claims. Life insurance agents do a lot of selling, so it’s important to be interested in marketing and have ...
Avoid restricted terms. Without specific pre-approval, businesses typically aren't allowed to include terms such as "bank" or "insurance" in their names. For companies where such terms would be appropriate, keep in mind that getting approval can be a lengthy process. ...
The agent who takes your claim will walk you through the process. Be prepared to tell them details of the accident as well as other information you have gathered in step 2. Talk to the other party’s insurance company. The other party’s insurance company might contact you if there is a...
license plates or if they stay with the new owner. If you plan on getting a new car within a few months of selling your old one, you may want to speak with an agent about converting your policy to a non-owner policy. This may help you avoid an insurance lapse, maintain the policy ...
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In other cases, youmay need to call to upgrade your Amex card. Simply dial the number on the back of your card and speak to an agent about upgrading your Amex card. You’llneed to have your card open for at least 1 yearto be eligible to upgrade, and you must upgrade to a card wi...