The Insurance Brokers


Book Description

Business of Insurance Brokers is useful in ‘campus to corporate journey’ for beginners, and at the same time, relevant for senior leaders in the broking domain to acclimatise themselves in the upcoming digital intervention. The book covers: 1. Work-flow protocol besides servicing of claims and handling complaints, including presentation skills essential for building one’s career in Insurance Broking. 2. Knowledge of interpersonal communication skills comprising handling negotiations, meeting techniques, team roles and group work. 3. Soft skills like business communications, problem-solving and decision-making skills, business-writing techniques and business etiquette necessarily required by any broker.




So You Want to Be an Insurance Agent Third Edition


Book Description

There is more to selling insurance than writing policies. When done right, you can build a successful business that affords you a lifestyle most people only dream about. Why try to figure it out on your own when you can learn from someone who has already been there and done that? Jeff Hastings knows insurance, and he knows how to build a profitable business. Since starting as a file clerk with Farmers Insurance Group in 1985, Jeff has built an extraordinary business, consistently receiving top awards, including District Manager of the Year in 2005. He and the agents in his district have achieved phenomenal success, and now he shares the keys to their success with you. Many of the business tools you will need are included such as licensing guidelines, a business plan, employment contracts, an employee handbook, business forms and more. If you are serious about building your own insurance agency, So You Want to Be an Insurance Agent gives you a complete system to develop, manage and grow your business.




Stempel on Insurance Contracts


Book Description




The Digital Broker's Playbook


Book Description

If you’re a broker and are still relying on a paper-based system rather than adopting new technology to meet the needs of your customers, you have a big problem; there’s an easier way to serve your clients and grow your business! Still relying on a paper-based system? There’s an easier way to serve your clients and grow your business! If you’ve wondered how to bring technology into your business but decided it’s too late or too difficult, let David Reid guide you through the process. It’s not too late to become a digital broker, and the time to make the change is now.




Property and Casualty Insurance Concepts Simplified


Book Description

This book details key property and casualty concepts rarely discussed or found in print; rather they are often left to be "discovered" over time. These important concepts are now written down for all insurance practitioners to easily access. Examples of the topics and concepts found in this book include rules for reading ANY insurance policy; why losses are excluded; contractual risk transfer; legal liability theories; "COPE" details; and the proper explanation of coinsurance concepts. Also included is a rather extensive glossary of insurance and insurance-related terms. Readers will: 1) Gain a deeper understanding of insurance theories; 2) Be better prepared to explain insurance concepts to their clients; and 3) Develop a greater appreciation and understanding of the claims valuation process.




Adkisson's Captive Insurance Companies


Book Description

A captive insurance company is, in a nutshell, an insurance company formed by a business owner to insure the risks of the operating business. The operating business pays premiums to the captive, and the captive insures the risks of the operating business. A captive is much more than an exotic form of self-insurance: It is the creation of a new insurance company that has the potential to grow from being a mere captive into a full-blown insurance company seeking to profit from underwriting the risks of others. Adkisson's Captive Insurance Companies provides a basic introduction to captives and their benefits, including: utilize your own experience ratings; recapture underwriting profits; underwrite exposed risks and deductibles; access the reinsurance markets; and transfer wealth between generations. This book also provides a unique look at the wealth transfer, accumulation and preservation advantages of captives, as well as an overview of the types of captives, taxation of captives, and captive domiciles.




No B.S. Trust Based Marketing


Book Description

“ My research shows we are heading into a major shake-out in business that will determine the leaders for decades to come. This will REQUIRE creative marketing and positionin, and there is no better source than Dan Kennedy on this topic. His book No B.S. Guide to Trust-Based marketing is rich with vital insights.” -Harry S. Dent, Jr., author, The Great Crash Ahead Trust Between Consumers and Businesses is Gone Here's How to Fix It Internationally recognized “millionaire maker,” Dan S. Kennedy, joined by entrepreneur and financial consultant, Matt Zagula, show you how to break down the barriers caused by the “trust no one” mantra invading every customer’s mind today. They deliver an eye-opening look at the core of all business—trust, and teach you the secrets to gaining it, keeping it, and using it to build competitive differentiation, create price elasticity, attract more affluent clients, and inspire referrals. You'll get the essential strategies required to build trust in an understandably untrusting world, and in turn, attract both business and profits. Covers 8 ways to demonstrate trustworthiness to prospective clients The #1 secret desire of today’s untrusting prospects—how to understand it, respond to it, and use it to transform marketing, prospecting, and presentations How to avoid dumb mistakes that scream “salesman” to prospects Why “Where can I find clients?” is the wrong question. The right question is: How can I construct a business persona and life so that clients seek me out, with trust in place in advance? How to keep products, services and prospects away from the avalanche of competitive and confusing information online The incorrect assumption that trust is built by imparting information and knowledge and a breakthrough technique to replace this mistake




The White Coat Investor


Book Description

Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!




The Official Guide To Selling Insurance For New Agents


Book Description

The Most Comprehensive Guide To Successfully Starting Your Insurance Sales Career... No Matter What Insurance Product You Sell... From The Perspective Of A Top Producing Insurance Agent And National Trainer!Did you know that the "ugly" truth of insurance sales is that over 90% of new agents FAIL within their first 12 months of getting their license?The sad truth is that insurance sales is TOUGH, and to succeed, you must have a strategy in place to avoid becoming another statistic.Taking his own experience succeeding AND failing out of insurance sales, David Duford has designed this guide to help new insurance agents navigate the most common pitfalls to selling insurance so you can improve your odds of a successful, lucrative career.The Official Guide To Selling Insurance For New Agents provides the blueprint to optimizing your new career as an insurance agent. This handbook explains:1) How to avoid failure and achieve success.2) How to select the best insurance product to sell.3) How to identify and avoid joining agencies who are NOT working in your best interest.4) A crash-course in understanding how to become a top-producing insurance agent.




Live Free Or DIY


Book Description

"Live Free or DIY is the time-starved small business owner's survival guide! From startup to growth to pivoting in a changing marketplace, Live Free or DIY reveals that small-business owners in every industry hit the same roadblocks -- and that the solutions are within reach. Whether wrestling with customer acquisition, budgeting, time-management skills, work-life balance, the headaches of red tape, or how to build a team, Live Free or DIY is the ultra-practical guide you've been searching for,"--Amazon.com.