Showing posts with label selling. Show all posts
Showing posts with label selling. Show all posts
Friday, October 23, 2020

Is My Agent Looking Out For My Best Interest?

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A few years ago a friend (whom I'll call "Bill")  heard I was selling insurance. Bill and I hadn't been in contact for a f...
Monday, June 29, 2020

The "Why" of Insurance Sales

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Last week I was listening to an life insurance selling podcast (yes, I'm a nerd) and the topic was on why people get into selling insura...
Monday, April 20, 2020

Should You Buy From a Captive Agent or an Independent Agent? 2023

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Did you know that there are different kinds of life and health agents? The differences lie in the type of company your agent represents and ...
Friday, April 10, 2020

Do You Have Any Insurance That Covers Coronavirus?

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Lately a lot of people have me, as well as the rest of the insurance industry, if there are any policies that cover the Covid-19 or Coronavi...
Wednesday, March 25, 2020

The Differing Types of Life Insurance, Part 2 (The Term Life Talk)

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In a previous post we discussed the reality that there are different types of life insurance and that all are good for some people, but not ...
Wednesday, February 26, 2020

The 3 Stages of Retirement

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When we think of retirement planning, we usually think of traveling, visiting the grandchildren or working in our garden.  Looking forward t...
Friday, January 31, 2020

Special Needs Trust

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It seems like the topic of special needs planning drops into my lap every 3-4 months.  Occasionally when discussing life insurance needs wit...
Wednesday, June 14, 2017

"You're Going To Be Great At This!" now available on Amazon.com

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Recently, Chris Castanes, the president of Surf Financial Brokers, has released his first book, "You're Going To Be Great At This!...