To shed light on the same, we interviewed top insurance agents, emphasizing roles that can help you make your agency successful. Dive into Experts’ Opinions on What Makes an Insurance Agency Great. 1. Randy VanderVaate, President & Owner Funeral Funds of America Put Prospects’ Needs First...
Apply for business insurance Organize your finances Brand your business Create a professional business website Market and promote your business Build a team 01. Brainstorm and refine your business idea You might already have a great business idea that you can’t wait to start, or maybe...
Life insurance is an asset many people use in long-term financial planning.Purchasing a great life insurance policyis one way to protect your loved ones, providing them with the financial support they may need after you die. For example, you may purchase life insurance to help your spouse cov...
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Setting up a trust: 3 steps for beneficiaries In an ideal situation, beneficiaries would understand the terms of a trust prior to the death of the grantor. But in many cases, those financial discussions don’t happen. These steps can simplify the process so it goes as smoothly as possible....
Although marketing is foundational to the growth of an insurance agency, it can be challenging to decide where to put resources and energy. Even if you end up allocating money toward campaigns that may or may not work, creating a concurrent plan to cultivate free insurance leads would be a ...
Compared to all the research, time, and energy put into purchasing a home, buying a homeowners insurance policy is too often an afterthought. However, homeowners insurance deserves more careful consideration because choosing the right policy can prevent financial ruin after disaster strikes. Here, we...
an agent you like (interview a few to find the best fit), you may be asked to sign a buyer's agency agreement. This states you agree to work exclusively with the agent for a set period. Most buyer's agents arepaid on commissionfrom the house sale so you won't pay anything upfront...
Learn how to start a travel agency in 10 steps. From defining your niche to promoting your business, discover tips for success in the travel industry.
What does it mean to check the status of an auto insurance policy? How often should I check the status of my auto insurance policy? Can I check the status of my auto insurance policy if I’m not the policyholder? What information do I need to check the status of my auto insurance pol...